To use the Voyant integration with Salesforce, you must have active user accounts with both Voyant (as a subscriber or trialist) and Salesforce Financial Services Cloud.
This integration needs switched on by Voyant. Once confirmed it is set up with Salesforce please email support@planwithvoyant.com for the integration to be set up at Voyant's end.
Once the integration is all set up, log into Voyant and go to AdviserGo as this integration only works via AdviserGo.
Note: Salesforce is a highly customizable product. We may need to do some additional mapping with our development team to get a Salesforce FSC integration working correctly if your firm is using a bespoke version.
When in the AdviserGo home page (where your client list is) click Import client via the + button bottom right
Select Salesforce from the available Integrations
The first time you will need to login to Salesforce to authenticate the account.
Note: if you are already logged into Salesforce in your browser you may not need to log in again.
Salesforce to Voyant
Option A - Create a new client record using information imported from Salesforce
In the Home screen - select Import from the + button bottom right and select Salesforce. Search for your client. Click on the client’s name in the list once you have found them to import.
You may be asked to map some unknown items
Select the appropriate Types and click Next.
Voyant will then present the client's details. Check the details then click Next.
Click Add to add to the Voyant plan or Skip to not import.
**You may see some messages when you first import the plan. This could be due to Voyant needing data that it did not find in Salesforce. Click on each error to resolve.
Salesforce to Voyant
Option B - Updating the plan at Review
Firstly, Update and Promote your plan in Voyant to change the Start date and archive last year’s plan.
After making any changes in Salesforce you can update your plan in Voyant to incorporate these changes. In Dashboard view when in the client plan click on Update in the + button bottom right and it will walk you through an update wizard.
Option C - Connect and update an existing client record with information imported from Salesforce:
If you already have a client in Voyant that you wish to link to the integration to update information from Salesforce follow the instructions below.
In the client record Dashboard view in Voyant click ‘Import’. The system will guide you through the linking process to identify matches between the existing Voyant plan data and the updated client data from Salesforce.
Find this client in the search box and select Merge
NOTE: Selecting Overwrite will start your plan again from the beginning using the Salesforce data pulled through and will not include any existing What If scenarios.
After clicking on Merge a list of Finances pulled from Salesforce will be shown.
Select ‘Connect’ to link existing entries with Salesforce entries and update these entries with updated values from Salesforce.
To add in a new entry from Salesforce, that isn’t currently in Voyant, select Add instead of Connect
In the Summary screen select which entry in Voyant you would like to connect the Salesforce one to and it will connect and update the values for it:
In the Dashboard view, this symbol shows it is connected to Salesforce:
Any questions contact support@planwithvoyant.com