Introducing another way to leverage the power of B2Brain within Salesforce.
The Official B2Brain Chrome Extension has helped Sales and Marketing professionals get the intelligence provided by B2Brain right within their browsers. However, it is limited to people using the Google Chrome browser.
Introducing the all new B2Brain for Salesforce. The application runs natively within Salesforce delivering the same intelligence and leads, right within your CRM across all browsers and devices.
This also means that your B2Brain is more secure, thanks to Salesforce AppExchange and their security review.
Before installing, ensure that your salesforce account has Full admin access including View access on any of the supported Salesforce Editions.
Supported Editions include:
For Salesforce Personal Edition, if API access it not available, the B2Brain application would work with limited features including managing your target accounts, and seeing leads. However, importing leads directly into the CRM would not be supported.
If your salesforce instance does not have a domain enabled yet, it’s mandatory to do so for installing any application from the App Exchange.
To enable/setup your domain you can either follow the steps from this Salesforce Trailhead or just follow the steps below.
You can install the B2Brain Salesforce App from the AppExchange on Salesforce by using the “Get it now” button.
2. Select a “Connected Salesforce Account” and hit Install in Production
3. Accept the Terms & Conditions
We recommend selecting the “Allow the provider to contact me by email, phone, or SMS about other products or services I might like” option so that we can keep you updated on your account status as well.
4. Click on Confirm and Install
5. Select Install for all users and click Install
The install process can take upto 10 minutes. Salesforce would send you an email once the installation is complete and ready for setup.
B2Brain works on the Leads, Contacts and Accounts record page on the Sales, Sales Console, and Marketing app.
For each of the pages, we need to add the B2Brain Lightning Component on the page. Following are the steps to do the same.
3. Using the search option on the left, search for B2Brain in the components list, and drag it to where you want to see it on the respective page. We recommend it above the Related widget.
We also recommend you set the height for the component to 600px. Default is set to 300px.
4. To save the changes, click on the button which says Save on the top right. Once changes are saved, click on Activation and click on Set as App Default.
On the following screens, select Desktop and click Next twice.
5. Click the Back arrow (top left of the screen) to go back to the record page.
Once this is done, B2Brain would be working fine on the record page.
These steps need to be repeated for all the records page we want B2Brain to be live on.
For any other help, or assistance feel free to reach out to us at firstname.lastname@example.org or chat with us here.