How to connect Salesforce to Valuecase
To use the Salesforce integration and connect your Salesforce account to Valuecase, you only need to complete a few steps:
Under 'My Settings', select 'Integrations'. All available integrations are displayed here.
Click on the 'Connect' button next to Salesforce. You will be redirected to the Salesforce login page. Simply log in with your Salesforce account.
And that's it! In Valuecase, the blue 'Connect' button next to Salesforce will change to a green 'Connected' button once your Salesforce account is linked to Valuecase.
How to link a Salesforce opportunity when creating a new Valuecase space:
If you want to create a new Valuecase space and link it to an existing Salesforce opportunity, just follow this quick guide:
After clicking on the 'Create New Space +' button in the Spaces home menu, a window will open up in which you can select the Salesforce opportunity you want to connect your Valuecase space to. If you do not want to connect your space to a Salesforce right now, just click on the 'Skip' bottom right corner. You will then be forwarded to the space creation directly.
After selecting the Salesforce opportunity, click on the 'Next' button in the bottom right corner. You can then simply create your Valuecase space in the usual way. After setting your space up, it will be permanently linked to the assigned Salesforce opportunity.
Where to find your linked Valuecase space in Salesforce?
Valuecase spaces linked to Salesforce opportunities can also be accessed through your Salesforce account. This brief guide will show you how:
Within the Salesforce opportunity, your linked Valuecase space is displayed under 'Notes and Attachments' ('Notizen und Anhänge').
By clicking on the Valuecase URL, a new window will open up in which the Valuecase space details are displayed.
If you click on the link under 'text', you will forwarded to your linked Valuecase space. Now you can always easily stay on top of each of your sales activities!
Add custom Valuecase properties to your Salesforce pages and views
After connecting Valuecase to Salesforce, custom properties from Valuecase will begin syncing to Salesforce.
This enables you to view properties such as Space Visits, Last Views, and Health Score directly in your Salesforce interface. You can use these values in Salesforce in two ways: as properties on the detail page of an object, and as part of a list view.
Please note, that you may require specific permissions in Salesforce configure views.
Add properties to Object page layout
You can configure your page views for Opportunities, Companies, etc. to show properties. Below is a short summary of the main steps. For full details, please refer to the Salesforce help center.
Go to Setup > Object Manager and select the object (e.g., Opportunity).
Under Page Layouts in the object’s settings:
Click New to create a layout or Clone an existing layout by selecting it in the Existing Page Layout menu or using Save As in the layout editor.
Name the new layout and click Save.
To edit the layout:
Select Edit from the layout’s options or click the layout name.
Add items by dragging them from the palette onto the layout. Along with other Salesforce fields, you'll also see the Valuecase properties in the item selection.
Set fields as read-only or required by double-clicking and checking the appropriate box.
Save the layout.
Create list views with custom properties
You can also add Valuecase custom properties to List views in Salesforce.
Start Creation: Click Create New View at the top of a list page or in the Views section of any tab home page.
Select Fields to Display: Choose up to 15 fields to show in the list view from those available in your page layout. Here you can pick the Valuecase fields alongside any Salesforce fields you want to display.
Save the View: Click Save to finalize the view. It will now appear in the View dropdown list for future access.