Salesforce: Intent-on-Account package

Intent-on-Account unmanaged package

By default, the Buyer Discovery for Salesforce App stores intent signals on custom objects. To get those signals to other systems integrating into Salesforce, these attributes need to be synced to custom fields on the standard Salesforce objects, using an unmanaged package.

This unmanaged package provides this automated capability to transfer the intent signals found on the Buyer Discovery Product Intent custom object to custom fields on matched Accounts. 

• Upon loading of this unmanaged package, custom fields for Buyer Discovery intent signals are automatically installed on the Standard Salesforce Account Object:

  • Purchase Intent

  • Product Awareness 

  • Engagement

  • Last Session

  • Category1

  • Category2

  • Category3

  • Category1 Views

  • Category2 Views

  • Category3 Views

  • Competitor 1

  • Competitor 2

  • Competitor 3

  • Competitor 1 Views

  • Competitor 2 Views

  • Competitor 3 Views

  • Competitors

  • Compared Product

  • Viewed Profile

How to install

Users can append the below String to their Salesforce org URL after ".com", and then follow the article on Transferring Intent Signals to Account Object to enable the daily update of the fields.

/packaging/installPackage.apexp?p0=04tRK0000001StV&isdtp=p1  

1. Append the unmanaged package String from this article after the ‘lightning.force.com’ in your browser’s address bar. 

2. Select ‘Install for Admins Only’ 

3. After successful installation click ‘Done’. 

4. You will get an email notification once the package is installed. 

Add Custom fields on Gartner Buyer Discovery Layout 

5. From the Setup page, locate the Object Manager and select the ‘Account’ object. Click ‘Page Layouts’ and select the “Gartner Buyer Discovery layout” to add the custom fields. These custom fields can be added to any other account page layout that is utilized as well. 

6. In the selected page layout within the ‘Fields’ section, drag and drop the custom fields into the desired area of the page layout where you would like the Buyer Discovery Intent Signals to reside. (Similarly here you can drop additional fields like Category1, Category2, Category3, Category1 Views, Category2 Views, Category3 Views and Last Session ) 

7. Click ‘Save’ in the upper left corner of the page layout. 

Starting the transfer

8. Type ‘VisualForce Pages’ in the Quick Find box and click on ‘TransferIntentsToAccount’ 

9. Click the 'Preview’ button. 

10. Click the ‘Transfer’ button 

Click this button only one time and this will automatically schedule your job to run everyday.

Uninstalling the package

1.Type 'Installed' in the Quick Find box and click on 'Installed Packages'

2. Next to the "BD Intent Signals to Account" unmanaged package click 'Uninstall' and then click 'Yes, I want to uninstall'.