First, the One Click contractor integration is setup and maintained by One Click.
The i360 Administrator profile needs to have this permission checked, which allows the Admin to switch back and forth between Salesforce Lightning Experience and the Salesforce Classic environment.
Admin Profile Setting:
The Admin User will Switch to Lightning Experience (even if you are in a Classic Org) to create and setup a Connected App. All Users can continue using Salesforce Classic.
Once enabled, you will be able to switch to Lighting Experience in the upper-right corner, next to your Username:
After you are in the Lightning Experience you will need to go to Setup > External Client Apps > Settings
Then enable the Allow Creation of Connected Apps setting:
If you are struggling with creating a connected app, improveit 360's team can create the Connected App and send the Consumer Key and Secret to One Click.
About improveit 360's managed packages
NOTE: improveit 360 has software packages on BOTH the Salesforce Classic environment and Salesforce Lightning experience. Here is a breakdown of those Products and their differences:
- improveit 360 Professional, Enterprise and Supportwortks packages are on the Salesforce Classic environment and use the object: i360__Appointment__c
- improveit 360 Lightning package is on the Salesforce Lightning experience and uses the object: i360core__Sales_Appointment__c
Once that’s activated you should be able to switch back to Classic by clicking on your user profile on the top of the screen. If you do run into problems, please open up a ticket with our support team by emailing support@improveit360.com.
See the One Click Contractor Help Site for troubleshooting and setup: https://help.oneclickcontractor.com/knowledge/how-do-i-setup-an-integration-with-improveit360
Ensure all Appointment Results count!
If using a third-party integration (such as One Click) to push Results into improveit 360, Admins will need to map a Value of False to the Disregard in Statistics checkbox when pushing any Result other than Follow-up. This will insure Sold and Demoed Appointments are not being Disregarded from reporting metrics.
The Disregard in Statistics mapping must be done on the One Click Contractor side. improveit 360 cannot make changes to One Click Contractor’s configuration or mapping.
Ask One Click Contractor for assistance.
A value of "False" or "NO" must be mapped to the Disregard in Statistics checkbox when pushing any Result other than Follow-up.
Another integration partner (Leap), has a fairly easy to use Setup interface. To add Fields to the Leap to improveit 360 mapping, it looks like this (screen shot of Leap Setup page):
Although we cannot provide you with screen shots of what the One Click Contractor Setup looks like, the mapping of a Value of “False” or “NO” to the Disregard in Statistics Field (API Name: i360__Disregard_In_Statistics__c) is what is needed from One Click Contractor to insure that all Appointments Resulted using the One Click Contractor app are Counted in improveit 360.
NOTE: If the One Click Contractor mapping is not Setup correctly, this will impact Issue %, Demo % and Close % in all Appointment Reports.
If the Integration is not setup correctly, you will see this issue:
See also: Understanding Disregard in Statistics