Skip to main content

How To Install Kompyte for Salesforce & Salesforce Integration - with Video

Written by Albert Colmenero
Updated over 2 years ago

Check out this video for a step-by-step walkthrough of the setup process.

Skip right to the instructions

Integrating Salesforce with Kompyte puts much of Kompyte’s functionality right inside Salesforce, leading to increased adoption of sales assets, easy access to searchable competitive intelligence insights, and more team-submitted insights.

Common use cases include:

  • Sales teams access Battlecards, competitive intelligence Reports, and Kompyte search to speed call prep and access talking points while on calls.

  • Sales reps contribute team insights from inside Salesforce

  • Sales reps and other users subscribe to Battlecards

See how it works.

If you choose to integrate your win/loss data, you’ll automate win/loss analysis and centralize win/loss insights directly in your Kompyte account. Win/loss widgets and reports can then be accessed inside of Kompyte and in Salesforce, allowing your sales teams to easily see their progress and the impact of using Battlecards.

Know before you begin:

Set-up has been seamless for the vast majority of users. However, we do recommend speaking with your team beforehand to confirm whether or not you want the Battlecards to be available at:

  1. The opportunity level, and/or

  2. The application level of your Salesforce interface

Why choose one over the other?

Installing and accessing Kompyte at the Opportunity level allows users to access Battlecards, Reports, and Kompyte Search inside Salesforce Opportunities. If tracking the impact of Battlecards on win rate, deal size, and time to close is important to you, you may want to install at the Opportunity level only, as Battlecard access from within the Opportunity is the only activity that “counts” as using Battlecards.

Installing at the Application level is the most commonly chosen option. You’ll be able to access all public Kompyte features from a tab within Salesforce, or from the applications menu.

Data usage:

  • This integration must access Salesforce users' email addresses to authenticate their user status in Kompyte.

  • This integration does not modify any data point in Salesforce.

  • This integration does not share data with any third-party website.

  • You do not need to implement win/loss reporting if you only want to access Kompyte assets and data within Salesforce.

Technical & Security Information:

Kompyte’s two-way Salesforce integration shares data between the applications natively, allowing your team to view Kompyte-generated collateral and reporting inside Salesforce, and Salesforce win/loss data inside Kompyte (optional).

Access to Kompyte data and assets within Salesforce is made possible by embedding an iFrame as a Salesforce component, which connects to Kompyte using SSO authentication. All communication and data are encrypted (TLS).

In compliance with Salesforce API regulations, Kompyte uses the Salesforce API to send and receive data from the specified account and organization ID you provide via secure TLS communication and token-based authentication.

How to Install the Salesforce Two-Way Integration for Viewing Battlecards in Salesforce

What can you do with this integration?

  • Centralize Battlecards and competitive intelligence reports directly in your CRM making them easily accessible

  • Use Omni search from inside Salesforce to search for any competitive insight you need

  • Easily contribute valuable field intel directly from Salesforce to Kompyte

To Proceed:

Make sure your user profile in Salesforce has Admin permissions or otherwise includes “customize application" permissions. You can check by going to Setup > ADMINISTRATION > Users > Users. Find your Username and click on your Profile, then look for a check mark in the “Customize Application” permissions box.

1. Provide your Salesforce Org ID # to your Kompyte Customer Success Manager. You can proceed with setup immediately, but will not see any Kompyte information inside Salesforce until Kompyte has enabled it on our end. To locate the Org ID:

  1. In Salesforce, Click on the gear icon

  2. Choose Setup

  3. Settings

  4. Company Settings

  5. Company Information

  6. Look for Organization ID

To Install at the Application Level

1. Navigate to PLATFORM TOOLS > User Interface > Tabs

2. Select Visualforce Tabs and click “New.”

3. Select “Create a new page now.”

4. Fill in the form with the following data:

a. Tab Label: “Kompyte”

b. Tab Name: “Kompyte”

c. Select the “Available for Lightning Experience, Experience Builder sites, and the mobile app” checkboxes (very important)

d. Visualforce Markup - replace all existing copy with:

<apex:page showHeader="false">

<apex:pageBlock >

<apex:iframe src="https://www.kompyte.pro/api/salesforce-iframe/?organization={!$Organization.Id}&session={!$Api.Session_ID}&url={!$Api.Partner_Server_URL_500}&opportunityid={!$CurrentPage.parameters.id}" scrolling="true" id="kompyteFrame" html-style="height: calc(100vh - 40px)"/>

</apex:pageBlock>

</apex:page>

5. Click on “Save”

6. Go back to Tabs and click on the “New” button in Visualforce Tabs.

7. Choose your new “Kompyte” page.

8. Give it a label, a name, and choose a tab style.

9. Enter a description (optional) and hit “Next.”

10. Select options or hit “Next.”

11. Select options or hit “Next.”

12. Select “Save.”

You can access your new tab by searching apps, looking at all Apps, or Selecting the “More” tab. Add it to your favorites by clicking on the favorites star while on your Kompyte tab.

To Install at the Opportunity Level

If you’ve already installed Kompyte at the Application level, start at step 6 below.

  1. Navigate to PLATFORM TOOLS > User Interface > Tabs

  2. Select Visualforce Tabs and click “New.”

  3. Click on “Create a new page now”

  4. Fill in the form with the following data:

    1. Tab Label: “Kompyte”

    2. Tab Name: “Kompyte”

    3. Select the “Available for Lightning Experience, Experience Builder sites, and the mobile app” checkboxes (very important)

    4. Visualforce Markup - replace all existing copy with:

<apex:page showHeader="false">

<apex:pageBlock >

<apex:iframe src="https://www.kompyte.pro/api/salesforce-iframe/?organization={!$Organization.Id}&session={!$Api.Session_ID}&url={!$Api.Partner_Server_URL_500}&opportunityid={!$CurrentPage.parameters.id}" scrolling="true" id="kompyteFrame" html-style="height: calc(100vh - 40px)"/>

</apex:pageBlock>

</apex:page>

5. Click on “Save”

6. Navigate to “User Interface,” then “Lightning App Builder”

7. If you already have a custom Lightning Page for Opportunity, click edit and add the Kompyte BattleCards page. If not, see instructions here*.

8. From here, select the “+” at the spot on the page where you’d like your Kompyte information to appear.

9. Choose Visualforce in the Lightning Components menu.

10. Select the new page we just created, called “Kompyte.”

11. Set the height of the component to at least 600px, configure anything else you’d like, and Save.

That’s it! Now your team can submit competitor insights on the go and access everything they need in Kompyte, right from Opportunities inside Salesforce.

*If You Need to Make a Custom Opportunities Page in Salesforce

  1. In Salesforce, go to Setup > PLATFORM TOOLS > User Interface > Lighting App Builder

  2. Choose New

  3. Choose Record Page

  4. Give it a Label and choose the “Opportunity” Object

  5. Choose any layout you like

  6. Add the following components:

    1. Highlights Panel

    2. Path (Linear)

    3. Tabs - Default Tab = Activity, Details, Chatter

    4. Inside that box add the Activities component

    5. Data.com Insights

    6. Related Lists (Default)

  7. Click on the Activation button.

  8. Assign as Org Default

  9. Assign as App default for “SALES” in App, Record Type, and Profiles.

  10. Record type is “Master.”

  11. Select all profiles (or not).

  12. Save.

  13. Now view an opportunity and look for your new page.

Did this answer your question?