Iris - Salesforce Integration Overview

The Iris-Salesforce Integration is a powerful way to keep your people and data in lock step as you complete projects in Iris. Here's what it can do:

• Start Iris Projects in Salesforce by uploading them to a Salesforce Opportunity

• Use Salesforce Fields to fill out the Project details in Iris

• Link Iris Projects with Salesforce Opportunities after they've been created

• Follow along with the status of a project within Salesforce

• Sync fields from Salesforce into your Iris Project

• Assign and notify a user from a Salesforce field (ex. "SE Owner") that a new Iris project has been created

Using Iris in Salesforce

Start Projects from Salesforce

• Use the Iris object on the Opportunity page to initiate new projects.

• This action automatically generates and populates a project ticket in Iris based on Salesforce Opportunity data.

View the status of a project within Salesforce

• Use the Iris object to monitor project status and updates in real-time.

• Any changes made in Iris will be reflected immediately in Salesforce.

Map fields from Salesforce into your Iris Projects

Setting up the Integration

1. Click the [Gear] icon, and then click Setup from the dropdown menu

   

2. In the Setup search field, search for “Certificate and Key Management”

   

3. Click “Create Self-Signed Certificate”

   

4. Enter “IRIS_JWT_CERT” as the value for the “Label” and “Unique Name” fields

   

5. Click “Download Certificate”, and share that file with your Iris AE or CX rep.

   The integration will not work until you send the Certificate to an Iris rep to complete the connection.

   

6. In the left search field, search “Named Credentials”

   

7. Click “External Credentials” and then click the “New” button.

   Make sure you click the External Credentials tab

   

8. Fill details as follows. Click Save when finished

   ‼ These are case-sensitive

   Label	Heyiris_External_Credential
   Name	Heyiris_External_Credential
   Authentication protocol	OAuth 2.0
   Authentication Flow Type	JWT Bearer Flow
   Identity Provide URL	https://beta-api.heyiris.ai/v2/external-auth/salesforce/oauth/
   Issuer (iss)	salesforce
   Sub	{!$User.Email}
   audience	https://beta-api.heyiris.ai
   JWT Expiration (Seconds)	120
   Signing Certificate	[Use the certificate you created above, in our example: “IRIS_JWT_CERT”]
   Signing Algorithm	RS256

9. Search and select “Named Credentials”. Click New (within the Named Credentials tab)

   

   Set the values as follows:

   Label	IRIS_API_V2
   Name	IRIS_API_V2
   URL	https://beta-api.heyiris.ai
   Enabled for callouts	Checked (this is the default value)
   External Credential	Select the External Credential we created above (Heyiris_External_Credential).
   Allowed Namespaces for Callouts	heyirisai

   

10. In the left search bar, search for Named Credentials.

    • Select IRIS_API_V2, then External Credential

    • Find Principals and click New (it's in the middle of the page)

11. In the Create Principal popup module, fill in the fields using the below values, then click Save

    Parameter Name	sub
    Sequence Number	1
    Identity Type	Per User Principal

    

12. In Setup, search for “Permission Sets” and click New

    

13. Set both Label and API Name to “heyiris_permission_set” and click Save

    

14. Now, search for and click on Users

    

15. Click the [name] of the users that you want to enable this integration for

    (click on their name, do not click Edit)

    

16. Select Permission Set Assignments 

    

17. At the bottom of the page, select Edit Assignments

    (within Permission Set Assignments)

    

18. From the left column, find the permission we created titled “heyiris_permission_set”. Use the Add > arrow to add it to Enabled Permission Sets, then Save

    

19. From the left side search, search again for “Users”

    

    • Click the [name] of the user that you just modified in step 16. 

      

    • Once again, click Permission Set Assignments

      

    • Within Permission Set Assignments, look for the permission we just created, heyiris_permission_set, and click on it.

      You may need to click Show more >>

      

20. In the Apps section, click Object Settings

    

    • Select User External Credentials

      

    • Select Edit, ensure Read permissions are Enabled (by checking the checkbox), then hit Save

      

21. Return to the Apps section of the heyiris_permission_set and click External Credential Principal Access

    

    • Select Edit, Move Heyiris_External_Credential - sub into the column on the right, then Save

      
      

Add the Iris Module to Your Opportunities Object

1. Navigate to this URL:

   https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK0000007p7RQAQ

   If integrating with a Sandbox, use: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tgK0000007p7RQAQ

2. On this page, click either Install for Admin Only or Install for All Users, click the checkbox, then Upgrade.

   

3. Once installation is complete, open your preferred CRM workspace (Shown as "Marketing CRM Classic" in the below example)

   • Open an opportunity. Click the [Gear] icon, then click ‘Edit Page’.

   

4. In the left pane, scroll down to find the Custom - Managed section and look for the Iris app called irisFileUploadWidget. Click and drag that widget to your desired location on the Opportunity page

   

5. Once done, click Save at the top

6. The Iris File Upload Widget will appear on Opportunity pages.

   Note: You need an Iris license to be able to create an Iris project from a Salesforce opportunity. Ensure that anyone who plans to upload files in Salesforce has an account in Iris with a matching email address.

In Iris: Add and Configure the Salesforce Integration

1. Go to the integrations tab in Iris

2. Click Connect within the Salesforce module

   • (If you had a previous version of the Salesforce Integration, click Disconnect and Reconnect instead)

   • (if integrating with a Sandbox, copy the URL and replace the work "login" with "test")

3. Sign into your Salesforce Account

Mapping Salesforce Fields to Iris Project Details

1. Go to Settings > Integrations

2. Select the middle "list" Icon within the Salesforce integration module

   

3. Select the fields you want to map to your Iris Projects.

   • All fields are optional

     

     Iris Field	Salesforce Fields You Might Map To
     Project Name	Opportunity Name
     Due Date	Close Date | RFP Due Date
     Deal Owner	Opportunity Owner
     Project Reviewer	Technical Owner | Solutions Engineer | Assigned SE
     Customer Name	Account Name
     Deal Size	Amount
     More about this project	Opportunity Notes | RFP Notes
     Lost Reason	Loss Reason

Attaching an Existing Iris Project to a Salesforce Opportunity

1. Go to any Project in Iris

2. Select More Actions > Link Salesforce Opportunity

   

3. Find and select an Opportunity and hit Submit

   

4. What gets synced

   Iris will sync these with the latest from Salesforce

   Project Name

   Due Date

   Customer Name

   Deal Size

   Lost Reason

   More about this project

   Iris will not sync these:

   Project Reviewer

   Deal Owner

FAQ -- Frequently Asked Questions