Salesforce Connector

Requirements for Project Lead

• Salesforce Admin must have the Concur Admin permission

• Users who will use the SF objects need to have full SF license

• Salesforce Token must be available

• Salesforce Chatter must be enabled

Salesforce Edition

Updated Installer Package Link

Generate

SSO Key

Installation Process

• Have the SF Admin login to both Concur and SF

*They must have only one instance of SF open

• Send the updated package link

• Select "Install for All Users" or "Install for Specific Profiles"

Installation Process

• Click Yes to approve third-party access, then click Continue.

Installation Process

• Installation could take a while. You may discuss the cost objects they want to use in Concur to prepare for the next steps.

Installation Process

• SF Admin will receive email that the package is installed or he can also check the bubble to see if Concur Connector is available

Installation Process

• Click on the App Menu (blue bubble) at the top right and select Concur Connector.

Installation Process

• Click the Setup tab.
• Select the customer’s data center and click Get Started.

Installation Process

• The admin will be redirected to the Concur Login page. Log in to Concur, then click Approve Access.

Installation Process

• Enter the SSO key for the site, then click Finish Setup.

Installation Process

• Go to My Concur and your Concur dashboard will appear if the connection is successful.

Adding Cost Objects

• A maximum of 3-level linked list can be setup.

• By default, Opportunities is integrated.

• Commonly tracked cost object is Account.

• If they will not be tracking any other cost object except for Opportunities, you can skip the following steps.

• If other cost objects will be tracked, there are two fields that need to be added.

Adding Cost Objects

• Have the client go to Setup in Salesforce >> Customize >> *cost object >> Fields >> New

Adding Cost Objects

• Select Currency >> Next

• Supply the needed information, then click Next.

• Click Next again, then Save & New.

• Repeat the steps for the other field name.

Adding Cost Objects

• Field label: AccruedUnApprovedExpenseTotal and FinalExpenseTotal
• Length: 16
• Decimal: 2

Adding Cost Objects

• Select the Cost Tracking Configuration tab and select the object(s) to track.

Adding Cost Objects

• Optional: Select an optional search field based on the object.

Adding Cost Objects

• Single Level:

Adding Cost Objects

• Multi-Level:

Adding Cost Objects

• Click Add to Cost Tracking.

Map Contacts

• To map Contacts to Concur attendees, go to Concur Connector Admin Tool.

• For Concur Attendee Type, choose SF Contact.

Map Contacts

• Choose Contact and map the fields.

• Click Save Field Mapping.

Testing the Connection

• Go to My Concur >> New under My Active Reports.

• This will allow user to create new report in Concur.

*Hide the SF Cost Objects from the Report Level

Testing the Connection

• Have the user choose Business Meal to try and associate an expense against a Salesforce cost objects and Contacts.

• After clicking the dropdown for the SF cost object, user will have to complete a one-time authorization to allow Concur to access SF Opportunity lists.

Testing the Connection

Testing the Connection

• Once authorization is given, client should now be able to access the SF data.

Testing the Connection

• They can also pull up Attendee from SF Contacts

Application Connector Update

• Go to Administration > Company > Tools > Web Services > Manage Application Connectors

• Select Concur Salesforce Connector and click Modify

• Enter the login credentials of the SF Admin

• Username: SF Admin username
• Password: SF Admin password + security token (no spaces)

Application Connector Update

• Click Test Connection

Application Connector Update

• The Salesforce Aggregate Spend Tracking should be Active. This allows the connector to send back amounts to SF to track aggregate spend.