The Qstream Salesforce integration allows participants and managers to access Qstream from within their Salesforce environment. By enabling this integration, users can harness the power of Qstream and its data without interrupting their daily workflow. It's also possible with this integration to set up an export that pushes data out of Qstream and into Salesforce.
**For more detail, refer to the complete Salesforce Integration Client Guide attached to bottom of this article.
To get the data export working, you'll need to do the following:
1. Salesforce Administrator provides Qstream with a SFDC Admin User
Qstream enters the email address of the Salesforce Administrator in the Assign Salesforce sync user account field. An email will be sent to the SFDC email address provided. The Salesforce Authentication URL may also be used to authenticate.
2. Client SFDC user follows authentication workflow
The SFDC user receives an email from Qstream. To establish the connection, the link in the email is clicked to authenticate (or the link to Salesforce is selected on the clientname.qstream.com login page). This credentials of the SFDC user are then verified to complete the link between the Salesforce organization and the Qstream site.
After logging in, the SFDC user again gives permission to the Qstream App.
3. Qstream verifies connection has been established
Qstream verifies the connection by logging in to the Qstream site to access the Salesforce settings.
4. Synchronize the data between Qstream and Salesforce
Setup is completed and data synchronization between Qstream and Salesforce begins.
5. The continuous data export from Qstream to Salesforce enables sync in real time
A continuous data export pushes Qstream data to Salesforce.
Setup FAQs
What is the most current Install Package?
It is imperative that the Qstream Client Services Consultant provide a link to the most recent version of this install package. Your Qstream Client Services Consultant will provide you with the latest installation link.
How do you get the URL of the Qstream Tab?
The steps to acquire the exact URL may vary and is dependent on the browser and/or operating system. The typical process is completed by right clicking on the Qstream tab and selecting the option to get the URL.
For example, in Chrome the option is to right click and select the “Copy link address” option. The terminology of this action may vary from browser to browser. The format of the URL should be, note the unique lid value: https://sitename.my.salesforce.com/servlet/servlet.Integration?lid=01r1a000000QApi&ic=1
Why should you disable Force SSO?
Force SSO means that all users MUST login via Salesforce, but is restrictive if access is provided to users who just want to log in to Qstream (to view reports or respond to questions via Qstream) that are not Qstream users.
Qstream caters to users that are a mix of Salesforce and Non-Salesforce Users. This is achieved by setting the tag Salesforce_user = false of the user. Then the link in the email, instead of directing them to Salesforce, will direct them straight into Qstream.
Why select ‘admin only’ instead of ‘all users’ during the installation process?
The recommendation and best practice is to select ‘admin only’ to ensure only a subset of users can access the Qstream application within Salesforce. Salesforce Admins can then enable additional subsets of users on an as-needed basis. ‘All Users’ will provide access to the Qstream applications regardless of their profile and if they should have access to the Qstream tab.
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