Overview
Baton allows you to connect your workspace to your organization's Salesforce instance. This allows you to automatically create new implementation projects based on standard or custom Salesforce objects, based on import rules defined by your team.
The Salesforce Integration is available with our Enterprise plan. Please contact your CSM for additional information.
Example Use Cases
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Closer collaboration between Sales and Implementation teams by automatically creating Baton Projects when Opportunities are closed.
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Ensure your implementation team has everything they need to onboard customers by tailoring which Salesforce information gets pushed to Baton.
Visit our Salesforce to Baton structure page to learn about our Salesforce integration.
Prerequisites
The Salesforce account that is configured to connect to Baton must have the following permissions for the integration to work. Your organization's Salesforce administrator may need to ensure these permissions are correctly configured before continuing:
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PushTopic record create, read, update, and delete permissions
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Read and update permissions for any objects (Custom or Standard) in Salesforce that you wish to sync Baton data to.
Connecting your Salesforce Account to Baton
Note: Only Baton workspace administrators will have access to connect Salesforce.
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Go to Workspace Management Settings and navigate to Connected Apps. From there, click the Salesforce tab.
2. Click the "Connect Salesforce Account" button. This will redirect you to Salesforce, where you may need to log in. Salesforce will ask you if you wish to provide Baton access to your Salesforce organization
Click "Allow" to provide Baton access or "Deny" to cancel.
3. After clicking "Allow", you will be redirected back to Baton, where you can begin configuring your Salesforce integration. You may revoke Baton's access to your Salesforce organization at any time by clicking "Revoke Access" on this page.
To ensure Baton’s access to Salesforce does not expire, you will need to check that Salesforce will not expire the connection unless manually revoked. Failing to do this can cause some organizations to need to reauthenticate in the future depending on your Salesforce security policies. Log in to Salesforce. On the left menu under Platform Tools select Apps -> Connected Apps -> Managed Connected Apps. Find Baton in the app list, then click Edit. Make sure your Refresh Token Policy is “refresh token is valid until revoked.”
Configuring Your Source Object
From here you can configure which object type and criteria will trigger a Project import to Baton. By default, Baton will import projects based on Opportunities in Salesforce.
Configuring Your Import Rules
For Salesforce objects to be properly imported into Baton, the rules of import must be defined in the section labeled "Import Rules".
Examples of import rules to Baton:
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Opportunities stage changes to Closed Won
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"Sent to Baton" checkbox is selected on Salesforce object
All Custom objects can be mapped to Baton plus the following Salesforce objects:
Account, Campaign, Case, Contact, ContractLineItem, Entitlement, Lead, LiveChatTranscript, MessagingSession, Opportunity, Quote, QuoteLineItem, ServiceAppointment, ServiceContract, Task, UserServicePresense, WorkOrder, WorkOrderLineItem
Default Project Lead
Baton requires you to select a team member to be assigned as the Internal Project Lead upon a project being imported from Salesforce to Baton.
Syncing Salesforce Fields to Baton Fields
Upon a project being imported from Salesforce to Baton, Baton allows you to configure a one-time sync of specified Salesforce fields that will be applied to the imported project.
To configure these settings:
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Select "+ New Field Sync" in the Sync Salesforce Fields to Baton Project Fields section
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Then select the desired Baton Field, Salesforce Object, and the Salesforce Field to be synced.
More sync configurations can be added by selecting "+ New Field Sync" and following the same steps.
Note: The settings configured in this section will not apply when a project is created in Baton and manually linked to a Salesforce object.
Template Mapping
Within the "Template Mapping" section, you can configure a specific template to be applied to a project importing from Salesforce based on values from your selected source object.
To configure this, select the source field you'd like to reference and define the desired template for each appropriate value.
Syncing Baton Fields to Salesforce Fields
Baton can push data into fields on any Salesforce Object that has a relationship to the opportunity, this includes Salesforce default or custom fields.
Note: Baton syncs data to Salesforce once every 4 hours for Projects imported from Salesforce Opportunities, unless manually synced using the "Sync Projects to Salesforce" button.
Fields that can be mapped back to Salesforce from Baton include types:
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Date
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Date/Time
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Number
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Currency
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Text
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Long-Text
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Picklist
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Multi Picklist
For mapping to Baton objects, the following field types are typical:
Baton Field |
Salesforce Type |
|
Project ID |
Text(255) (External ID) (Unique Case Insensitive) |
|
Project URL |
URL(255) |
|
Project Title |
Text |
|
Project Private Notes |
Text |
|
Projected Project Due Date |
Date |
|
Project Risk Status |
Text |
|
Project Due Date |
Date |
|
Project Start Date |
Date |
|
Project Started Date |
Date |
|
Project Completed Date |
Date |
|
Project Status* |
Text |
|
Project Phase |
Text |
|
Project Archived |
Text |
|
Vendor Lead Email Address |
Lookup(User,Group) |
|
Client Lead Email Address |
Lookup(Contact) |
|
Average Milestone Feedback |
Number(3, 1) |
|
Tasks Complete Percentage |
Percent(3, 0) |
|
Hours Used Percentage |
Percent(3, 0) |
|
Budget Used Percentage |
Percent(3, 0) |
|
Project Health |
Text |
|
Project Health Note |
Text |
|
Project Description |
Text |
|
Contract Value |
Number |
|
Implementation Budget |
Number |
|
Budget Shown To Client |
Number |
|
Estimated Duration (Hours) |
Number |
|
Custom Field: Drop Down |
Picklist, Text |
|
Custom Field: Numeric |
Number |
|
Custom Field: Text |
Text |
|
Custom Field: Date |
Date |
Baton Project Statuses in Salesforce
As part of this integration, statuses of projects from Baton can also be brought into your Salesforce instance. Below are the correlating projects in Baton and how they will appear in Salesforce.
Baton UI Status |
Salesforce Status |
Notes |
|
Draft |
Missing Required Info |
Before initial project details are entered or confirmed |
|
Draft |
Planning |
After the initial project setup page is completed |
|
In Progress |
Doing |
After a project is set active |
|
Complete |
Done |
When 100% of tasks in a project are completed |
Uninstall Legacy Baton Salesforce Integration
For customers that have set up this integration before February 1, 2022, you will need to uninstall the previous version of this integration to work in cadence with the newer version of this integration.
To uninstall the previous version:
1. Go to Setup > Apps > Packaging > Installed Packages
2. In the list of Installed Packages, click on the "Uninstall" link to the left of the package name, "Baton".
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