Salesforce Orion Connect Admin Guide⁚ Installation and Setup
Install Orion Connect from the Salesforce AppExchange. Search for “Orion Connect” and click “Get it Now”. Follow the on-screen instructions to complete the installation.
Confirm the number of Orion Connect licenses needed. Sign the DocuSign agreement. Licenses are usually available within 24 hours of signing.
System Administrators grant Orion login access. Navigate to Salesforce Setup, then My Personal Information, and Grant Account Login Access.
Installing Orion Connect from the AppExchange
To begin the installation, navigate to the Salesforce AppExchange within your Salesforce organization. Search for “Orion Connect” using the search bar provided. Select the appropriate listing for Orion Connect, ensuring it’s the correct version for your needs (e.g., compatible with your Salesforce version and any specific integrations). Click the “Get It Now” button to initiate the installation process. You will likely need appropriate Salesforce administrator permissions to proceed. After clicking “Get It Now,” follow the on-screen instructions carefully, providing necessary information and accepting the terms and conditions. The installation process might require a few minutes, depending on your organization’s size and network speed. Once the installation is complete, you should see a confirmation message. Verify the installation by checking the “Installed Packages” section within your Salesforce Setup menu. You are now ready to proceed with configuring Orion Connect licenses and granting user access.
Configuring Orion Connect Licenses
Accurate license configuration is crucial for Orion Connect functionality. Before installation, determine the precise number of Orion Connect licenses required for your firm. This number should reflect the anticipated number of users who will need access to the application. Contact your Orion representative or account manager to confirm your license needs and purchase the required licenses. This often involves a DocuSign agreement for licensing terms. Once the purchase is complete, the licenses will typically be made available within 24 hours. After the licenses are activated, access the “Installed Packages” page within the Salesforce Setup menu (usually found under “Setup,” then “Build,” followed by “Develop,” and finally “Installed Packages”). Locate the Orion Connect package, and you’ll find a “Manage Licenses” link. Clicking this link allows you to assign the purchased licenses to specific users within your Salesforce organization. Ensure that each user assigned a license has the necessary permissions and profiles to access Orion Connect’s features correctly. Thorough license management prevents potential access issues and ensures smooth operation.
Granting Orion Login Access
After Orion Connect installation and license configuration, granting appropriate login access is essential. This process requires a System Administrator within your Salesforce organization. The administrator must navigate to the Salesforce Setup menu. From there, locate “My Personal Information” and select “Grant Account Login Access.” This section allows the administrator to manage user access to various applications, including Orion Connect. To grant access, the administrator should search for or select “Orion Connect” within the available application list. Specify the users who require access to Orion Connect; this will typically include advisors, representatives, and potentially clients depending on your setup and the use of the Orion Client Portal. Once the selected users are listed, the administrator confirms the action, granting them access to the Orion Connect application. Remember, appropriate user permissions and profiles within Salesforce should be configured to ensure users can only access the features and data they are authorized to see within Orion Connect. Following this process ensures secure and controlled access to the integrated system.
User Management in Orion Connect
Effectively manage users within Orion Connect. Create advisor and representative logins, manage permissions, and create client logins for the Orion Client Portal.
Creating Advisor and Representative Logins
This section details the process of creating individual logins for advisors and representatives within your firm’s Orion Connect system. Begin by accessing the user management section within the Orion Connect interface, typically found within the Salesforce setup menu or a dedicated Orion Connect admin portal. You’ll need to provide necessary information for each user, including their name, email address, and potentially a unique identifier. Depending on your firm’s security policies, you may also need to set up multi-factor authentication or other security protocols. Ensure that you assign the appropriate roles and permissions to each user, based on their responsibilities and access needs within Orion Connect. This often involves granting access to specific modules, data sets, or functionalities. Remember to carefully review each user’s profile before saving the changes to ensure accuracy and prevent unintended access limitations or security vulnerabilities. Thorough user management is key to maintaining a secure and efficient workflow.
Managing User Permissions and App Access
Effective management of user permissions and application access is crucial for maintaining data security and operational efficiency within Orion Connect. This involves granular control over what each user can see and do within the system. Access to sensitive client data, for example, should be restricted to authorized personnel only. The admin interface usually provides a detailed permission matrix where you can assign or revoke access to specific features, modules, or data sets. Careful consideration of each user’s role and responsibilities is essential when assigning permissions. Overly permissive settings pose security risks, while overly restrictive settings can hinder productivity. Regularly review and update user permissions to reflect changes in roles or responsibilities. Documentation of permission settings is also recommended, especially for complex configurations, to facilitate troubleshooting and auditing processes. Remember to utilize Salesforce’s built-in features for managing user profiles and permission sets for streamlined administration.
Creating Client Logins for the Orion Client Portal
Enabling client access to the Orion Client Portal enhances client engagement and empowers them with self-service capabilities. The process typically involves creating individual client accounts within the Orion Connect system, assigning appropriate permissions, and then inviting them to the portal. These invitations are usually sent via email, containing unique login credentials or links to initiate password resets. Client portal access can be customized, allowing you to share specific information, such as portfolio performance, account statements, or tax documents. Ensure the client portal’s functionality aligns with your firm’s security policies and regulatory requirements. Regularly review client access permissions to ensure that only authorized individuals maintain access. Consider implementing multi-factor authentication for an additional layer of security to protect sensitive client data. Thorough training for both clients and administrators is vital to ensure smooth operation and effective use of the client portal. Proactive communication regarding portal updates and new features is crucial for maintaining a positive user experience.
Data Integration and Configuration
This section details the pre-configured data mappings between Salesforce and Orion Connect for seamless data synchronization. Review and adjust as needed.
Learn how to tailor data mappings to meet unique business requirements. This allows for a personalized and efficient data flow.
Default Data Mapping for Standard Salesforce Integration
The standard Salesforce integration with Orion Connect utilizes pre-defined data mappings to ensure a smooth and efficient data transfer between the two systems. These default mappings cover common data points, minimizing the need for manual configuration. Understanding these default mappings is crucial for leveraging the full potential of the integration. This section provides a detailed overview of the standard mappings, including field correspondences between Salesforce objects and Orion Connect data structures. It highlights key fields and their corresponding mappings, enabling administrators to quickly grasp the data flow and identify potential areas for customization. For instance, client accounts in Salesforce might be directly mapped to corresponding client profiles in Orion Connect, while portfolio information is mapped to relevant portfolio views. This streamlined approach reduces manual intervention and ensures data consistency.
Customizing Data Mapping for Specific Needs
While the default data mapping provides a solid foundation for Salesforce and Orion Connect integration, businesses often require tailored mappings to align with their unique data structures and workflows. This section guides administrators through the process of customizing data mappings to meet specific needs. It details how to modify existing mappings and create new ones, ensuring a seamless flow of information tailored to the firm’s operational requirements. Administrators can adjust field mappings, add new fields, or even create entirely new mapping rules to accommodate unique data points. The process involves navigating the Orion Connect configuration settings within Salesforce, accessing the data mapping section, and making the necessary adjustments. Detailed instructions and examples are provided to illustrate the customization process, covering various scenarios, such as mapping custom Salesforce fields to Orion Connect data points or handling data transformations during the integration process. Comprehensive documentation and support resources are available to assist administrators throughout the customization process.
Advanced Features and Troubleshooting
Integrate Orion’s Insight dashboards directly into Salesforce. View portfolio-level dashboards on Household or Financial Account records for enhanced client insights.
This section addresses frequent Orion Connect problems, offering solutions and workarounds for seamless integration and data flow.
Utilizing Insight Dashboards within Salesforce
Leverage the power of Orion’s Insight dashboards directly within your Salesforce environment. This seamless integration provides immediate access to crucial portfolio performance data without leaving the Salesforce platform. By embedding these dashboards, advisors gain a real-time view of client portfolios, enhancing client interactions and facilitating more informed financial advice. The integration simplifies the workflow, eliminating the need to switch between applications. This time-saving feature boosts efficiency and streamlines the process of accessing critical performance metrics. The dashboards are configurable, allowing advisors to customize the displayed information to meet the specific needs of individual clients or to align with firm-wide reporting standards. This customization ensures that the presented data is relevant and actionable, supporting more effective client communication and relationship management. Access insightful portfolio-level dashboards directly from Household or Financial Account records. The intuitive design makes navigating and interpreting data simple, regardless of technical expertise. This intuitive design empowers even less tech-savvy advisors to effectively utilize this powerful feature.
Troubleshooting Common Orion Connect Issues
Encountering difficulties with Orion Connect? This section offers guidance on resolving common issues. Start by verifying the proper installation and configuration of the Orion Connect application within your Salesforce organization. Ensure that all necessary licenses are activated and that user permissions are correctly assigned. If data synchronization problems arise, check the data mapping configuration to ensure accuracy and consistency between Salesforce and Orion. Review the user guides and online documentation for troubleshooting steps. If problems persist after these checks, contact Orion support for assistance. They provide dedicated support to resolve technical issues and ensure smooth integration. Remember to clearly document the issue you’re experiencing, including error messages, timestamps, and affected users. Providing detailed information accelerates the troubleshooting process and helps support personnel pinpoint the cause of the problem. Proactive maintenance, including regular software updates, can prevent many common issues. Regularly check for updates and apply them promptly to maintain optimal performance and security.