Salesforce AppExchange Integration Configuration

Link Salesforce Opportunities, associated accounts and contacts with Gatekeeper Contracts, Suppliers and Supplier Users.

This integration allows users to sync fields and statuses between Salesforce and Gatekeeper by way of linking Salesforce Opportunities, associated accounts and contacts with Gatekeeper Contracts, Suppliers and Supplier Users.


Once configured you will be able to seamlessly track the status of a Gatekeeper contract within your Salesforce environment.

 


AppExchange Install 

Prior to following the configuration steps within Gatekeeper, ensure the Gatekeeper Contract & Vendor Management AppExchange application has been installed within your chosen Salesforce environment. 

Note: You will require an installation key which can be obtained from our Customer Success Manager

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Configuration 

To access the configuration area for the Salesforce integration as a Gatekeeper administrator, navigate to;

Settings > Configuration > Salesforce

Note: If you do not see the option for Salesforce within the configuration area, speak to your Account Executive. 

In order to connect your Gatekeeper tenant to a Salesforce environment, first chose whether you're connecting to a Sandbox Org (for testing purposes) or live Production Org, then click 'Connect'

You will be taken to the Salesforce login screen. Confirm your credentials and login to authorise this integration;

Once the integration is successfully connected, you will now have the option to setup the field mapping.

Contract to Opportunity Mapping

This section of the Salesforce configuration page allows you to create the desired mapping between your Gatekeeper Salesforce Negotiation status and the Salesforce Opportunity Stage. 


You can add or remove fields as required to suit your workflow;

Salesforce Opportunity starting stage - Any Opportunity that reaches the stage that you select in this list will create a Contract record in Gatekeeper.

Negotiation status Custom Field - By default we create a negotiation status custom field for you, however, you can change this to be your own custom dropdown field if you wish. Once a field has been selected you can then map each dropdown value in Gatekeeper to an Opportunity stage in Salesforce by clicking the add field button. Whenever a Contract is updated and this field value changes then the Opportunity will be routed to the corresponding stage in Salesforce.

Contract Defaults

These are the Contract default values that will be used to create contract records in Gatekeeper when the Opportunity Stage in Salesforce is reached.

Supplier Defaults

These are the Supplier default values that will be used to create contract records in Gatekeeper when the Opportunity Stage in Salesforce is reached.

Supplier User Defaults

As well as generating Supplier & Contract records as part of the Salesforce integration we also sync across the Contacts, here you can select which type of Contact roles you would like to sync across to ensure we only sync the relevant Salesforce contacts. 

Salesforce Negotiation Status

Within a Contract, you will see an option for Salesforce Negotiation Status. This field automatically updates the corresponding contract opportunity mapping set in the configuration. 

Salesforce Custom Fields

As part of this integration, we create immutable custom fields which are only updated via the Gatekeeper API. These store the Salesforce ID and provide a sync status against the relevant Salesforce object.

Adding the Gatekeeper Widget

The Gatekeeper widget should be added to the Lightning Record Pages for Opportunity, Account & Contact as required.

1. Open Setup

2. Open Object Manager

3. For each Object that you want to add the widget to, open it’s properties in Object Manager and go to Lightning Record Pages

4. Edit your default page or add a page as required 

The Gatekeeper widget can be found at the bottom of the component list under ‘Custom - Managed’.

Drag the component to the desired location on the page layout and Save.