Note: If you want to use the built-in Salesforce reports and dashboards, you will also need to install Infer's Insights Dashboard after installing this package. If you attempt to install the Insights Dashboard first, it will fail.
Installing the Infer AppExchange Package
Go to Infer's AppExchange listing and click, Get it Now.
Note: If you want to use the built-in Salesforce reports and dashboards, you will also need to install Infer's Insights Dashboard after installing this package.
Click Install in production to install this package into your Salesforce environment.
Check I have read and agree to the terms and conditions, and click Confirm and Install!
You will now be asked to grant access. We recommend granting to all users but make the best call for your organization and permission needs. Click Install once you've selected Install for All Users.
Once you get the install complete confirmation, you have completed the installation. No additional configuration is needed at this time. Your Account Manager will assist in setting these up.
The below information is included for your information, but you may skip to the Granting Permissions to the Infer User After Install section.
Each object that has a score in the Infer Score field also has a value in the Infer Rating field. The rating is determined by a set of configured Thresholds. For example, by default, Objects that score over 80 have Lead Rating "A", scores between 50 and 80 are "B", Scores between 30 and 50 are "C" and scores below 30 are "D."
To configure the Score names and Thresholds, go to the Infer AppExchange Package Configuration page, to Score Settings.
After filling in the desired values, click Save.
In order for Infer to attach scores to a Lead, Contact, Account or Opportunity you need to select the corresponding checkboxes in the Infer AppExchange Package configuration screen. Scroll down to Basic Settings, check the appropriate checkboxes, and Click Save.
⇒ If more than one object type is being scored (Leads, Contacts, etc.), the same score names and thresholds will be used for all of them.
⇒ The threshold configuration can be changed at any time and will apply retroactively to already scored leads.
Trigger Entity Update when Score Changes
If you plan to use custom triggers or third-party systems to track score changes, scroll down to Advanced Settings, check the appropriate checkboxes, and Click Save.
Granting Permissions to the Infer User After Install
In this section we describe how to update the profile and user for Infer that has access to your records in Salesforce.
Read-only access is enough to get started on the model build, but in order to go live the Infer User needs some additional permissions, specifically full permissions on the Infer Entity Scores custom object and permission to edit the Infer Score ID field on objects to be scored (Lead, Contact, etc.)
In your Salesforce setup view go to Setup | Manage Users | Profiles, and click on the Infer API Profile
Click on the Edit button and scroll down to Administrative Permissions section. Verify that the box for View All Data is checked. This allows Infer read-only access to all of your records for scoring purposes.
After verifying that View All Data is checked, the next step is to adjust permissions for the Standard Objects. Scroll down to the Standard Object Permissions section and check Modify All for Leads, Contacts, Accounts, and Opportunities (Note that the image below shows just the Leads).
Give us access to the new fields that were created
Since Infer doesn’t need to edit all the your fields, we can limit its write access to only the Infer-related fields. You should be now back at the Infer API profile page; scroll down to the Field-Level Security section, and click View for Lead (or Contact, Account or Opportunity).
Click Edit and check the first box (visible) for any new field with the word Infer in front of it. It should look something like this, but you may have more or fewer fields to edit. Click Save when you're done.
Are you scoring Contacts / Accounts / Opportunities?
If so, you’ll need to check that "Enable Validation and Triggers from Lead Convert" is selected.
Go to Setup | Customize | Leads | Settings
Click Edit if “Enable Validation and Triggers from Lead Convert" isn’t selected.
=> This option is called "Require Validation for Converted Leads” in older versions of Salesforce.
=> If you don’t see either option, you’ll need to contact Salesforce to enable this option. Before 2008, this setting wasn't in the UI.
Select the checkbox. Click Save.