May 16th, 2017 | by

RainKing Installation Guide

 Before beginning installation:

You must have admin rights in Salesforce to install RainKing for Salesforce.

RainKing must have your Salesforce Org ID and you must have a permissioned RainKing account.

Email Address and Last Name in RainKing must match Email Address and Last Name in Salesforce.

RainKing for Salesforce will add 4 tabs and 12 custom objects to your Org.

Only your organization’s Salesforce administrator will go through this process, and only has to do it once.

Everyday users will then be able to run RainKing searches and imports directly in Salesforce.

Prior to beginning installation, it is important to note if you have a current RainKing application installed in your Salesforce.  If a RainKing application is installed in your Salesforce with a version number older than version 1.8 (1.7, 1.6, 1.5, etc.) then you will need to uninstall the old application first, then re-install this application from the AppExchange.  Click here for instructions on uninstalling an old RainKing application.  If a RainKing application is installed in your Salesforce with a version number newer than 1.8 (1.9, 1.10, 1.11…1.20, 1.21, 1.24) then you can upgrade.  The instructions below will cover both the upgrade and new install process.

From RainKing’s listing on the AppExchange click “Get It Now:”

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Salesforce will prompt you to log in to the AppExchange with your Salesforce credentials:

 

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If prompted, enter the credentials to the Salesforce you intend to install in.  Select if you’ll be installing in Production or Sandbox:

 

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Click to agree to terms and conditions then click “Confirm and Install!:”

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If prompted, enter the credentials to the Salesforce Org you intend to install in and click “Log In:”

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At this point, Salesforce will detect if there is a package already installed in your Salesforce that can be upgraded, or if this is a new install.  Choose to “Install for All Users” and click “Install” (or “Upgrade” if this is an upgrade):

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 Salesforce will being the install process – this may take a few minutes.

Once complete, you’ll see a prompt that the Installation is Complete or, if the install takes too long for the prompt, wait for the confirmation email from Salesforce that the install is complete:

 

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With the install or upgrade complete, the next steps are activation and configuration inside of your Salesforce. The first step is to create the RKAPI record.  Find the newly created RKAPIs tab in your Salesforce and click to open it:

 

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If this is an upgrade
, confirm that there is an RKAPI record named “RainKing” with version number 1 in your name:

 

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If this is a new install, create a new record with RKAPI Name “RainKing” and RainKing Version “1”:

 

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With the RKAPI record created, now find the RainKing Admin tab and click to open it:

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On this tab, RainKing will authenticate your Salesforce user with your active RainKing user.  If you see any error messages here, it means the Org ID, Email Address and/or Last Name in this Salesforce do not match what is stored in RainKing.  Please send your Salesforce Org ID, Email Address, and Last Name to [email protected] and request to be set up for RainKing-Salesforce activation.

If this is an upgrade, select to “Reset” the RainKing-Salesforce activation:

 

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On reset, if you are prompted with any warnings, click “OK”.

Click to “Activate RainKing Integration”:

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If you see this error:

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Email [email protected] with your Salesforce Org ID, Email Address and Last Name and request that your RainKing-Salesforce token be rest.

After authenticating and clicking to “Activate RainKing Integration” RainKing will work (this may take a minute), then the RainKing-Salesforce integration will be active in your Salesforce:

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An Active RainKing-Salesforce integration will give you RainKing’s Plugin (Visualforce for Lead, Account and Contact Page Layouts) and RainKing’s Native Application (a “RainKing Search” tab).  The first step after activation is to map fields between RainKing and Salesforce – this is done on the Data Mapping tab:

 

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Select the object you want to map (RainKing can map to Leads, Accounts and Contacts):

 

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This will bring up the full list of fields available for mapping – RainKing fields are on the left, Salesforce fields in the middle, and Test Values to the right:

 

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Note the radio buttons all the way to the right – these buttons determine if RainKing will overwrite your fields on nightly auto-syncs.  Review the fields to map, you can choose additional Salesforce fields to map RainKing values to by using the drop-down at the field:

 

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Note the icons beside certain fields that allow you to write in your own values for those fields:

 

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When mappings are complete, at the bottom of the screen select to “Test Map”:

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Upon clicking “Test Map” RainKing will write a test record to your Salesforce.  If an error message is returned, correct the error in the field mappings then click “Test Map” again.  Often there errors are caused by customizations in your Salesforce. Click here for a list of common customizations and how RainKing will work with them. When your test succeeds, you’ll see a note indicating the success:

 

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Upon successfully testing the map, click to “Save Map:”

 

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Then click to “Activate Map:”

 

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Finally, back at the top of this screen, make sure the map is listed as “Active” and give permission to your users to import records:

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Complete these steps for all objects you want mapped between RainKing and Salesforce.  Once you’ve mapped the objects you want to be able to import, the mapping setup is complete.

The next customizations will take place under “Setup” in Salesforce:

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First, add the RainKing Visualforce element to your page layouts.  The RainKing Visualforce element can be added to Lead, Account and Contact Page Layouts.  The ability to edit Page Layouts is under Build >> Customize then choose the object you want to edit and click on “Page Layouts”:

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On the Edit Page Layout screen, first drop down a Section Break for where you want to add RainKing’s Plugin:

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The new section can be called “RainKing Intelligence” and set to 1-Column:

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With the section break in place, back up at the top scroll down to the “Visualforce Pages” section and drag-and-drop the RKLead Visualforce element into the new section:

 

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After adding the RKLead Visualforce element, double-click the blue and set the height to 700 (default is 200).

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Finally, add these fields to the new RainKing Intelligence section:  Deleted from RainKing, rkContactID (for Contacts and Leads) and rkCompanyID (for Leads and Accounts):

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Click the “Save” button in the top-left corner of the Page Layout editor:

 

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Make these same updates to all additional page layouts you’d like to add RainKing’s Plugin to.

RainKing’s Salesforce integration can add Inside Scoops as Tasks to Lead and Contact records.  In order to add RainKing’s Inside Scoop information to Task page layouts, in Salesforce Setup select “Task Page Layouts” under the Activities section:

 

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Select to Edit the Task Page Layout where you want to show RainKing Inside Scoop information:

 

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On the Edit Page Layout screen, add a new Section to the Page Layout, name the section “RainKing Scoop Information” and make it a 2 column section:

 

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Add the fields, “Scoop Date Published”, “Inside Scoop” and “Scoop Type” to this new section:

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 After adding these fields, select to “Save” in the top-left corner:

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With these customizations complete the RainKing Salesforce application setup is finished.

To test the application, navigate to the newly installed “RainKing Search” tab in your Salesforce:

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Select to start a new Scoops Search:

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Add over criteria to run a Scoop Search:

 

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You should expect RainKing to return Inside Scoop results:

 

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Select to “Find the Best Contacts”:

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From the Find the Best Contacts Results screen, select to import a record.  You can import as “Leads with Tasks” or “Contacts with Tasks”:

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RainKing will prompt you and indicate if the record is associated with an Account or currently linked to a pre-existing record in your Salesforce:

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Click “Submit” and RainKing will import the record.  After import, RainKing will indicate that the record has been added to your Salesforce:

 

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Click the hyperlinked “Lead” or “Contact” indicator beside the record, or click the imported record’s name to be taken to the record now existing in your Salesforce.  On the newly imported record, confirm that the RainKing Plugin is in place and working as expected for the record (if added to this page layout):

 

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Scroll down on this record to the Open Activities section of the Page Layout and you will see the RainKing Inside Scoop imported with this record:

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Click on the newly added Open Activity (the RainKing Inside Scoop) to see the new Task Page Layout with the RainKing Inside Scoop on it:

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Within this view, you can click the new Inside Scoop to see the specific Inside Scoop details:

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Additionally, find the newly added “Inside Scoops” tab in your Salesforce:

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Clicking on this tab will show all RainKing Inside Scoops that have been imported to this Salesforce:

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The Task view for RainKing Inside Scoops and the default view for the RainKing Inside Scoop tab can be customized to meet your needs.

 To uninstall an old RainKing package:

Under Setup >> App Setup >> Installed Packages, look for anything marked “RainKing” or “RK.”  If your Version Number is 1.8 or greater (1.8, 1.9, 1.10, 1.11, 1.12) you do not need to uninstall and can skip to step 2.  RainKing’s Plugin will use the Namespace Prefix “rkpi” – select Uninstall beside the RainKing Plugin package:

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Click Uninstall, scroll to the bottom of the screen, check “Do not save a copy of this package’s data after install” and “Yes, I want to uninstall this package and permanently delete all associated components” then click Uninstall.

If you see this message:

 

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This message means that the RainKing element is on certain page layouts in your Salesforce and needs to be removed (it can be replaced by a new element when you install the new package).  Write down the different layouts listed on this screen, then go into each of these page layouts and remove the existing RainKing element.

How to find existing RainKing elements

RainKing’s VisualForce element may already exist on Lead, Account and/or Contact pages – Salesforce will identify where it is in the “Unable to install package” screen from the previous step.  Using the screenshot in that step as an example, we would need to go to:

Setup >> Build à Customize >> Leads >> Page Layouts and edit the “Lead Layout”

Setup >> Build à Customize >> Accounts >> Page Layouts and edit the “Account Layout”

Setup à Build à Customize >> Contacts >> Page Layouts and edit the “Contact Layout”

How to remove existing RainKing elements

Once you’re in a layout with an old RainKing element on it, scroll down on the page until you find the RK Element (typically in a section called “RainKing” or “RainKing Intelligence”).  Hover over the “RKLead,” “RKContact,” or “RKAccount” element, and click the “remove” button in the top-right:

 

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Remove the element and Save – you can keep the “RainKing” section, as this will make it easier to drop the new VisualForce element in that section later.

Repeat this step as many times as necessary to remove the RainKing element from all page layouts, then go back to your Installed Packages and attempt to uninstall the package – this should work now.

Once any old packages have been uninstalled, click here to return to the start of the install guide.

Customizations:

State Field:

By default, RainKing will send over the 2 digit value for states and provinces. If your Salesforce requires the full spelling of the state you can install this package. This package will install a custom field (RK_State) and workflow rules. Once installed, head back to the RainKing Admin tab>Data Mappings and map the State field to this RK_State field. When records are pushed to your Salesforce the workflow rules will fire to write the full spelling state/province to your standard state field.

Country Field:

By default, Rainking will send over the 2 digit country code to your Country field.  This field is easily manipulated in RainKing’s Data Mapping – scroll to the Country field in the data mappings and click the icon beside that field to “Use Custom Country Mapping”: 

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With that, you can use a 2 character code for Country, the full spelling of the Country, or any value you choose to write in for each country.  After making any changes to field mappings, make sure to scroll to the bottom of the mappings and select to Test Map, then Save Map, and Activate the Map:

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Industry Field:

You may have a standard set of industries that you’re working with in your Salesforce, so to align the values in your Salesforce with those that are coming over from RainKing, you can install this package.

Campaigns:

If you’re interested in sending new leads and contacts directly to a campaign in your Salesforce, this package and guide will accomplish this. This package will utilize the Tag field that is available in the Data Mappings tab. This package will install a custom field called “RK_Tag” which you can then map the Tag field to.

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Once Contacts or Leads are selected to be imported your users will be prompted to enter the name of the campaign that they would like the records to be added to in your Salesforce:

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