Recommend the best reference customers for a Request

This section covers how to enable Salesforce users to see recommended reference customers and contacts, and select them when submitting a Request from a Salesforce Opportunity.

Sample Use Case

Let's say that when your salespeople are asked by a buyer to speak with a reference, they typically want reference customers who are in the same industry and tier as the buyer, and who own the products that the buyer is evaluating.

SlapFive enables you to configure the Salesforce App and SlapFive Settings so that your requesters can see a list of recommended Companies, Contacts (Members), and Stories that are in the same industry and tier, and that own those products. The requester can relax any of those criteria, and add more filter criteria. The requesters can then select from the list of recommended Companies or Contacts before clicking the Request References button to add them to the Request as Fulfillment Company/Member records.

The reference manager can then see and adjust the recommendation criteria, and begin the fulfillment process by reviewing the Companies and/or Members selected by the requester.

Prerequisites

To use the reference customer recommendation featire, you must have these SlapFive Settings activated. In SlapFive, go to Client Settings:

• On the Basic tab, check the Allow Requesters to Select Companies field.

• On the Advanced tab, under External Base URLs, in the Salesforce URL field, paste your base Salesforce org URL. For most companies, it is like this: https://company.lightning.force.com.

Configure the SlapFive Salesforce App Setup

You can configure up to 5 fields from the Salesforce Opportunity and Account records to pass to the Request as recommendation criteria.

1. In Salesforce Setup, go to Custom Settings, select Manage next to SlapFive Settings, and click the Edit button.

2. Use the Matching Field 1, 2, 3, 4 and 5 fields to specify the Account and/or Opportunity fields to use as recommendation criteria, by entering the object_name.field_name. Continuing our sample use case, to match on each of these fields, we would enter:

   • The Account custom field called Tier: Account.Tier__c

   • The Account standard field called Industry: Account.Industry

   • The Products specified on the Opportunity: OpportunityLineItem.Product

3. Click the Save button.

Configure the SlapFive Settings

In SlapFive Client Settings, you connect the Matching Fields 1..5 that you specified in Salesforce to the corresponding objects and fields in SlapFive.

Click the Search Settings tab. In the Salesforce Search Filters for New Requests section, you will add a Search Filter for each Matching Field 1..5 you defined in Salesforce Setup. Click the Add button, enter the values as follows and click the Save button:

• Entity: Select the object that contains the field you want to match, in this case Company.

• Field: Select the field you want to match, in this case Size.

• Comparison: Select equals.

• Value: Select any value for this field that you want to be the default should the Salesforce Opportunity or Account not have a value for this field.

• Salesforce Input Order: Set this number to the corresponding Matching Field number in Salesforce Client Settings. In this case we are mapping this to Matching Field 1, so we select 1.

• Filter Type: Select Hidden Filter.

Repeat Step 3 for each Matching Field 1..5.