Configuring Salesforce within your AdvisorStream account is a two-step process. The first set of steps takes place within your Salesforce and the second set of steps takes place within AdvisorStream. 

Note: If you do not see the Integration setting in your Account Settings or the Salesforce option please email AS_Support@broadridge.com

In this article, you will learn, about the connecting partners with instructions on how to connect your Salesforce organization to the AdvisorStream platform, information about the data being passed between the two platforms, and the features currently available.

Features

Contact Synchronization

AdvisorStream will pull Contacts from the Salesforce Contacts object to the AdvisorStream platform as individual Contacts. The sync will also create a default contact list in AdvisorStream called “Salesforce Contacts” where contacts will appear by default. 

Information used for Synchronization:

1. Client First Name
2. Client Last Name
3. Client Email Address
4. Salesforce Contact ID #

Salesforce contacts pulled into AdvisorStream are READ-ONLY, with Salesforce being the source of the contact. It is recommended that the Salesforce connected organizations manage adding, removing, and moving contacts from within your Salesforce environment.

Contacts follow SaleForces Ownership rules in a one-to-one relationship. Contacts that are owned by the Salesforce user account and connected to an AdvisorStream account will be synchronized. Contacts that are owned by other members of a connected network will not be synchronized.

Notes:

1. Creating a new Contact manually in AdvisorStream will not add that Contact to Salesforce.
2. Deleting a Salesforce contact on the AdvisorStream platform will not delete the Contact in Salesforce. 
3. Syncing there will be an automatic sync at midnight daily once connected or you can manually sync at any time

Lead Synchronization

The Organic leads generated from the AdvisorStream platform via the organic opt-in form are pushed back to Salesforce as a lead object in the “leads” section of Salesforce. The AdvisorStream integration will create the lead in your Salesforce instance. 

Leads that are sent to Salesforce are also added to a “Salesforce Leads” Contact list within AdvisorStream. 

Information passed:

1. Lead First Name
2. Lead Last Name
3. Lead Email Address

Email Preferences - Opt-out

Contacts and leads in Salesforce that have HasEmailOptOut set to false will not be synced with AdvisorStream. Existing contacts will be set to inactive if HasEmailOptOut = true and the contact/lead has already been imported.

Salesforce Email Preferences - Reference Documentation

• Opting Out of Email
• Email Preferences

Part 1: Setup in Salesforce 

Partners wishing to enable the Salesforce integration will need to set up AdvisorStream as a Connected App. A Salesforce Administrator is required to set up a connected application.

Step 1: Settings and Setup

Login to Salesforce and click the settings button (gear icon) and select Setup. 

Step 2: App Manager

In the left navigation menu, look for PLATFORM TOOLS, select Apps, and then select Apps Manager.

Step 3: Create New Connected App

On the upper right-hand side, click the New Connected App button 

Step 4: New Connected App Information

Setup the following fields on the new connected app page:

 Basic Information

API (Enable OAuth Settings)

When completed entering the information, select Save.

Step 5: Manage Connected Apps

Using the left-hand navigation, under the PLATFORM TOOLS section, select Apps > Connected Apps > Manage Connected Apps, you will then see a list of available connected applications on the center screen - as indicated by (1) in the screenshot below.

Find AdvisorStream Integration in your list and select Edit. - as indicated by a screenshot (2) below.

Step 6: Configure OAuth Policies

Configure the following information on the main screen under the OAuth Policies section:

OAuth Policies

Step 7: Consumer Key and Consumer Secret

From the left-hand navigation return to Apps > App Manager and locate the AdvisorStream listing.

Select the down arrow at the far right which will expand a menu.
Select View from the drop-down menu, this will take you into the details of the AdvisorStream integration.

In the API (Enable OAuth Settings) section, find the Consumer Key and Consumer Secret.

You will need to provide the Consumer Key and Consumer Secret for the AdvisorStream integration to the AdvisorStream Team. Please also provide the URL of your Salesforce instance (the URL you use to log in).

Example: https://advisorstreamdevorg-dev-ed.lightning.force.com/  

Send to AdvisorStream:

Secure forms of file transfer and information sharing are available, please reach out to us for more information. 

This completes the administrative level requirements to enable the AdvisorStream integration in a Salesforce instance. Please allow a few days upon sending your key and secret for AdvisorStream to complete the Partner Setup on our platform. 

Once the Partner Setup process has been completed, the AdvisorStream team has received your Consumer Key and Secret, and have completed, advisors in your network will now be able to self-authenticate and enable the Integration within the AdvisorStream accounts.

Related Resources:

• Setting up your Salesforce Integration (Advisor Setup)