Install and Connect

This lesson provides an overview of the Bizible components that are added to your Salesforce upon installation and how to connect your Salesforce account to your Bizible account.

Installation

Two packages must be installed in order to use Bizible in your Salesforce environment:

  • Bizible’s base package
  • Dashboard Extension Package

To integrate with Salesforce, Bizible mirrors the way Salesforce organizes and displays data. Salesforce organizes data into Objects, Records, Fields, and allows you to visualize this data through Reports and Dashboards. When Bizible is installed into SF, we add our own Objects, Fields, Reports, and Dashboards.

Bizible’s Base Package contains:

  • 7 Custom Bizible Objects
  • Custom Bizible Fields
  • 25 Stock Reports

Bizible’s Dashboard Extension Package contains three pre-built Dashboards.

Bizible is able to read standard SF Objects, Fields and Records, however Bizible will never update or push data to them. All the data collected by Bizible’s Javascript will be surfaced in the Bizible Custom Objects and Fields.

For the complete installation guide, click here.

Connecting Accounts

  1. Go to the Bizible App and log-in.

  2. In the menu bar at the top of the screen, navigate to My Account and click the Settings option.

  3. In the column of setting options on the left, click Connections located under the Integrations section.

  4. Under the CRM section in Connections, click Set Up New CRM Connection.

  5. A pop-up window will appear asking you to Select CRM connection. Click the Connect button next to the Salesforce logo.

  6. A final pop-up window will appear, asking you for your Salesforce credentials. Enter your information and click Authorize to connect the account to Bizible.

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