Salesforce Orion Connect Admin Guide⁚ Installation and Setup

Install Orion Connect from the Salesforce AppExchange. Search for “Orion Connect‚” select the correct listing‚ and follow the installation instructions. System administrator access is required.

Grant Orion login access via Salesforce Setup. Navigate to My Personal Information and grant account login access. This allows Orion to check permissions and configurations.

Confirm the number of required Orion Connect licenses. Sign the DocuSign agreement; licenses usually become available within 24 hours. Orion will order an additional Salesforce license.

Installing Orion Connect from the AppExchange

To begin the installation‚ access the Salesforce AppExchange within your Salesforce organization. Search for “Orion Connect” and carefully review the available listings to ensure you select the correct application version. Click “Get it Now” to initiate the installation process. You will need appropriate system administrator permissions within your Salesforce instance to complete this step. The installation process may involve accepting terms and conditions and granting necessary permissions to allow Orion Connect to integrate with your Salesforce data. Following the on-screen instructions is crucial for a successful installation. Upon completion‚ verify the installation by checking the “Installed Packages” section in your Salesforce Setup menu. If you encounter any issues‚ refer to the Orion Connect documentation or contact Orion support for assistance. Remember to check for updates regularly to leverage the latest features and enhancements.

Granting Orion Login Access in Salesforce

To grant Orion login access‚ log in to your Salesforce organization as a System Administrator. Navigate to “Setup‚” then “My Personal Information.” Locate the section related to “Grant Account Login Access” or similar; the exact wording may vary slightly depending on your Salesforce version. Within this section‚ you’ll find options to add or manage user logins and permissions. You will need to provide Orion with the necessary credentials to allow their system to connect and access your Salesforce data securely. This usually involves providing a specific user account or creating a dedicated account for Orion Connect. Ensure that the permissions granted to this account are carefully considered and restricted to only the necessary access levels to prevent security risks. After adding the Orion user and granting appropriate permissions‚ test the connection to verify that Orion can successfully authenticate and access the required data within your Salesforce environment. Consult the Orion Connect documentation or support if you encounter difficulties.

Configuring Orion Connect Licenses

Licensing for Orion Connect involves several steps. First‚ accurately determine the number of licenses needed for your firm‚ considering the number of advisors‚ representatives‚ and clients requiring access. This information should be confirmed with your Orion representative to ensure you purchase the correct quantity. After determining your needs‚ you will typically need to sign a DocuSign agreement‚ acknowledging the licensing terms and conditions. Following successful completion of the DocuSign process‚ Orion will order the necessary licenses through Salesforce. The provisioning of these licenses usually takes approximately 24 hours. In addition to the Orion Connect licenses‚ Orion will often provision a separate full Salesforce license which will be used for their administrative user within your Salesforce org. This license is crucial for Orion’s ability to manage and support the integration. Once the licenses are available‚ navigate to your Salesforce “Installed Packages” section within the Setup menu to manage and verify the activation of the Orion Connect licenses. Contact Orion support if you encounter any issues during this process.

User Management in Orion Connect

This section details managing users within Orion Connect. Learn to create advisor and representative logins‚ control user permissions and app access‚ and create client logins for the Orion Client Portal.

Creating Advisor and Representative Logins

Creating advisor and representative logins within Orion Connect is crucial for efficient team management. This process involves assigning unique credentials to each user‚ ensuring secure access to the platform’s functionalities. Begin by navigating to the designated user management section within the Orion Connect interface. You will need to provide essential information‚ such as the user’s full name‚ email address‚ and desired role (advisor or representative). Select the appropriate permissions and application access levels for each user based on their responsibilities. Consider implementing a standardized naming convention for login credentials to streamline administration. Remember to thoroughly review each user’s profile before activation to ensure accuracy and prevent potential issues. After creating the logins‚ inform your users about their credentials and provide any necessary training to help them navigate the system effectively. Regularly review user access and permissions to maintain security and optimize workflow. This approach ensures data integrity and protects sensitive client information.

Managing User Permissions and App Access

Effective management of user permissions and application access is vital for data security and operational efficiency within Orion Connect. This involves carefully controlling which users can access specific features and data within the platform. Begin by reviewing the default permission sets provided by Orion Connect. These sets often categorize users into roles (e.g;‚ advisor‚ representative‚ administrator)‚ each with predefined access levels. Customize these roles to reflect your firm’s specific security policies and operational needs. Grant only the necessary permissions to each user‚ adhering to the principle of least privilege. For example‚ a representative might only need access to client portfolio data‚ while an administrator would require broader permissions‚ including user management capabilities. Regularly audit user permissions‚ removing or modifying access as roles or responsibilities change within your organization. This proactive approach ensures that only authorized personnel can access sensitive information‚ safeguarding client data and maintaining regulatory compliance. Document your permission structures clearly to aid in training and troubleshooting.

Creating Client Logins for the Orion Client Portal

Enabling client access to the Orion Client Portal enhances communication and transparency. To create client logins‚ navigate to the designated user management section within Orion Connect. You’ll likely find options to add new clients‚ specifying their relevant details such as name‚ contact information‚ and potentially account numbers. The system may allow for bulk uploads of client data to streamline the process for larger firms. Once client details are entered‚ the system typically generates unique login credentials automatically. You can often customize these credentials or choose to allow clients to self-set passwords upon their first login; Ensure you clearly communicate login instructions to your clients‚ possibly via email or a personalized welcome message within the portal itself. Consider including links to helpful resources or FAQs for clients to troubleshoot any login difficulties. Before granting access‚ review and confirm the client data’s accuracy‚ preventing potential errors or confusion. Regularly monitor client portal activity to identify any unusual access patterns or potential security issues.

Data Integration and Mapping

This section details how to integrate Orion Connect with Salesforce. Configure default data mappings for standard Salesforce or Financial Services Cloud integrations. Learn how to customize mappings for specific needs.

Default Data Mapping for Standard Salesforce Integration

This section outlines the default data mapping process when integrating Orion Connect with a standard Salesforce instance (not Financial Services Cloud). The default mapping aims to streamline the initial data transfer‚ connecting key Orion data points to relevant Salesforce fields. This typically includes syncing client information‚ account details‚ and portfolio holdings. However‚ the specific fields mapped might vary depending on your Orion Connect version and Salesforce configuration. Refer to the Orion Connect documentation for your specific version for a comprehensive list of default mappings and their corresponding Salesforce fields. Understanding these defaults is crucial before undertaking any customizations‚ ensuring a smooth transition and minimizing potential conflicts. Remember to review and potentially adjust these mappings based on your firm’s specific data requirements and reporting preferences. Any discrepancies should be addressed before proceeding to the advanced configuration steps. Proper mapping ensures the integrity and accuracy of data transferred between platforms.

Default Data Mapping for Financial Services Cloud Integration

For firms utilizing Salesforce Financial Services Cloud (FSC)‚ the default data mapping in Orion Connect differs from standard Salesforce integrations. This specialized mapping leverages FSC’s enhanced capabilities for financial services‚ aligning Orion’s portfolio data with FSC’s specific objects and fields. Key differences include optimized mapping for household accounts‚ improved handling of financial account relationships‚ and streamlined integration with FSC’s reporting features. The default mapping aims to pre-populate key FSC fields with relevant Orion data‚ minimizing manual configuration. However‚ it’s crucial to review the default mappings provided in the Orion Connect documentation for your specific FSC version to understand the precise field correspondences. This allows for early detection of any potential mapping conflicts or inconsistencies. Remember that customizing these mappings might be necessary to fully leverage FSC’s functionality and ensure the data accurately reflects your firm’s operational needs and reporting requirements. Thorough understanding of these defaults is vital for successful integration.

Customizing Data Mapping for Specific Needs

While Orion Connect offers default data mappings for standard Salesforce and Financial Services Cloud integrations‚ customization is often necessary to perfectly align data with a firm’s unique operational processes and reporting preferences. This involves configuring custom field mappings between Orion and Salesforce‚ ensuring data consistency and accuracy. The process may require knowledge of both Orion and Salesforce data structures and field definitions. Orion’s documentation provides detailed guides on customizing mappings‚ including instructions on identifying relevant fields and establishing the desired connections. Consider the implications of any customizations on data integrity and reporting accuracy. Thorough testing is crucial after implementing custom mappings to verify data flow and prevent errors. Remember that improper configuration can lead to data inconsistencies or inaccuracies in Salesforce reports and dashboards. Consult Orion’s support resources if you encounter difficulties during customization or require assistance in troubleshooting mapping issues. The ability to tailor mappings is a powerful feature‚ but careful planning and execution are essential for success.

Advanced Features and Configurations

Integrate Orion Insight dashboards directly into Salesforce. Display portfolio-level dashboards on Household or Financial Account records for immediate access to key performance indicators.

Access comprehensive troubleshooting guides and support resources via Orion’s support portal. Contact Orion support for assistance with complex issues or configuration challenges.

Utilizing Insight Dashboards within Salesforce

Enhance your Salesforce experience by seamlessly integrating Orion Insight dashboards. This powerful feature provides immediate access to crucial portfolio information directly within your Salesforce environment. By leveraging the Insight app within Orion Connect‚ you can create comprehensive‚ portfolio-level dashboards. These dashboards are then displayed directly on Household or Financial Account records‚ eliminating the need to switch between applications. This streamlined approach saves valuable time and improves efficiency. The ability to view key performance indicators (KPIs) and other vital data directly within Salesforce allows for faster‚ more informed decision-making. The process of setting up these dashboards is intuitive and well-documented in the Orion Connect user guides. For users already familiar with Salesforce navigation‚ the integration is remarkably smooth and requires minimal additional training. This powerful integration significantly improves workflow and enhances the overall user experience. Contact Orion support for further assistance or clarification.

Troubleshooting and Support Resources

Encountering challenges with Orion Connect? Orion offers comprehensive support resources to guide you through troubleshooting. Their online user guides provide detailed instructions and solutions for common issues. These guides cover various aspects of the application‚ from initial setup to advanced features. Additionally‚ Orion’s support team is readily available to assist with complex problems or provide personalized guidance. Contact information for the support team is typically found on the Orion website or within the Orion Connect application itself. Remember to clearly describe the issue you are experiencing‚ including screenshots if applicable‚ to expedite the resolution process. The support app‚ powered by Salesforce‚ often allows for single sign-on from Orion Connect‚ simplifying the support process. Proactive monitoring of system updates and release notes can also help prevent potential issues. Regularly check for updates and implement them promptly to ensure optimal performance and security. By utilizing the available resources and promptly addressing any challenges‚ you can maintain a seamless and efficient integration between Salesforce and Orion Connect.