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

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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:

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.

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:

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.

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.

What can you do with this integration?

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. 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.

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

<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.