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How to Integrate with Salesforce

Access and create AutoRFP projects directly from Salesforce

Saul Bard avatar
Written by Saul Bard
Updated this week

Article Summary

Install the AutoRFP Salesforce app to access and create projects directly from Salesforce Opportunity and Account records. Configure your region, permissions and authentication settings and add the AutoRFP widget to your Opportunity and/or Account Record page for seamless integration between Salesforce and AutoRFP.

Estimated Time

20-30 minutes

Prerequisites

  • Salesforce administrator permissions

  • Salesforce organization (not Essentials Org)

  • AutoRFP "Admin" role

  • Access to Lightning App Builder

  • Understanding of your AutoRFP region (AU, EU, or US)

‼️ Important: The AutoRFP Salesforce application is not available in a Salesforce Essentials Org.

Step-by-Step Instructions

These instructions are broken down into parts. Each part contains easy to follow steps to complete. The parts are:

  1. Install

  2. Configure Region

  3. Assign Permissions

  4. Setup Authentication

  5. Add Widget

Part 1: Install the Application

  1. Navigate to the AutoRFP Salesforce application installation link.

  2. Follow the installation prompts.

  3. Complete the installation process.

  4. Verify installation was successful.

Part 2: Configuring Your Region

The AutoRFP widget needs to know which region to connect to for accessing your data.

Step 1: Navigate to Custom Metadata Types

  1. In Salesforce, navigate to Setup.

  2. Search for Custom Metadata Types in the Quick Find box.

  3. Click Custom Metadata Types.

Step 2: Edit Region Config Page Layout

  1. Open the Region Config custom metadata type.

  2. Click Edit on the Page Layout.

  3. Drag the Is Active field into the layout.

  4. Click Save.

Step 3: Create New Region Config

  1. Navigate back to the Custom Metadata Types page.

  2. Locate Region Config and click Manage Records.

  3. Click New.

  4. Enter a Label (you can name it anything, e.g., "AutoRFP Region").

  5. The Region Config Name should auto-fill (you can change this if needed).

  6. Select your Region from the dropdown. Your region is based on which URL you log into when accessing AutoRFP.ai:

  7. Check the Mark as Active checkbox.

    • Important: This must be checked for the integration to work.

  8. Click Save.

Part 3: Assign Permissions

Step 1: Navigate to Permission Set Groups

  1. In Salesforce, navigate to Setup.

  2. Search for Permission Set Groups in the Quick Find box.

  3. Click Permission Set Groups.

Step 2: Assign Permissions to Users

We recommend assigning the Admin permission to someone first. So we will use that in the example.

  1. Select the AutoRFP Admin Group.

  2. Click Manage Assignments.

  3. Click Add Assignment.

  4. Select a view.

  5. Select the users for this permission group.

  6. Click Next.

  7. Click Assign.

The Permission Groups:

AutoRFP Viewer Group: View any of AutoRFP.ai Projects

AutoRFP Collaborator Group: View and Create Projects

AutoRFP Admin Group: View, Create, Edit and Delete Projects

Part 4: Authorise Salesforce to access AutoRFP.ai

Part 4.1 Credentials from Autorfp.ai

Step 1: Find Salesforce Integration in AutoRFP.ai

  1. Click on Organization.

  2. Click on Integrations.

  3. Scroll to the bottom of the page to find the Salesforce card.

Step 2: Create OAuth Client

  1. Click Manage Credentials.

  2. Click New Client.

  3. Give the client a name (you can get creative!).

  4. Choose if it's being used in a production / sandbox Salesforce account.

  5. Choose a default person to impersonate. Either pick an admin user or create a new user for integrations (make sure it's also admin).

  6. Click Create Client.

  7. Securely store your Client ID.

Step 3: Create Secret Key

  1. Enter a name for your key

  2. Click Create Secret Key

  3. Securely store you secret key (It will not be viewable once you leave the page)

Part 4.2 Add credentials to Salesforce

Step 1: Navigate to Named Credentials

  1. In Salesforce, navigate to Setup.

  2. Search for Named Credentials in the Quick Find Box.

  3. Click Named Credentials.

Step 2: Open the External Credential for your region

  1. Click the name of the named credentials that matches your region. Reminder that your region is determined by the URL you use to access AutoRFP.ai:

  2. Click on the External Credential.

Step 3: Configure the principle

  1. Scroll to the Principles section.

  2. Edit the default principle.

  3. Paste your Client ID (starts with prod_AutoCk).

  4. Paste your Client Secret (starts with sk_).

  5. Click Save.

Part 5: Add Widget

You can add the AutoRFP widget to the Opportunity or Account page. For this walkthrough we will be using the Opportunity page.

Step 1: Navigate to Lightning App Builder

  1. Click the Opportunities tab in Salesforce.

  2. Select any opportunity record.

  3. Click the ⚙️ (gear icon) in the top right corner.

  4. Select Edit Page.

Step 2: Add the AutoRFP Widget

  1. In the Lightning App Builder, locate the components search bar on the left side.

  2. Search for "autoRfpProjectList".

  3. Drag the component onto your Opportunity (or Account) Record page layout.

  4. Position the widget where you want it to appear.

  5. Click Save.

Unable to see the component? Confirm the following:

  • You have installed the app correctly

  • You are editing the Opportunity Record Page (or an Account Record Page)

What to Expect

After the page has been saved and activated, the AutoRFP.ai section be visible and accessible on all Opportunities (or Accounts if you put it there). Users with the appropriate permissions view or create intakes with this widget.

💡 Tips & Best Practices

  • Verify you're not using a Salesforce Essentials Org before attempting installation

  • Verify your AutoRFP region before configuration (AU, EU, or US)

  • Position widget prominently on Opportunity or Account page for easy access

  • Test widget visibility across different screen sizes

  • Communicate Salesforce integration to team before activation

  • Provide training on how to use AutoRFP Widget from Opportunities and Accounts

✋🏼 Common Mistakes to Avoid

  • Not marking region config as "Active" - integration will not work

  • Selecting wrong region - cannot access AutoRFP data

  • Forgetting to save and activate Opportunity or Account page after adding widget

  • Adding widget to wrong page type - must be Opportunity or Account Record page

  • Not dragging "Is Active" field into layout before creating region config - field won't be visible

  • Not testing widget functionality after installation - may miss configuration issues

  • Forgetting to communicate changes to team - reduces adoption

Need Help?

💬 Live Chat: Available in-app

📧 Email: [email protected] or contact your Success Manager directly for urgent support.

📚 Learning Centre: learn.autorfp.ai/en

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