How to use Affinity for Salesforce

Now that you've installed and set up Affinity for Salesforce, we'll go over how to use Affinity for Salesforce's Visual Components in your Salesforce instance. Affinity currently has 3 visual components available: Affinity Activities, Affinity Connections, and Affinity Notes.

Overview

1. Step 1 - Set up widgets on your preferred Salesforce views
   
   1. Optional: How to combine multiple components into one
2. Step 2 - Enable the new widgets for your Salesforce users
3. Step 3 - Sign in and test the new widgets
4. Step 4 - Create dashboards and visualizations with Affinity Data
5. Step 5 - Use Affinity extensions to view and edit data on-the-fly

Step 1 - Set up widgets on your preferred Salesforce views

1. Navigate to the View where you would like to install an Affinity Visualizations widget. The two available views are Account and Contact.
2. Once on the specific View, use the setup gear icon and click Edit Page in order to access the Lightning App Builder.
   
   
   
3. In the Components section on the left side of the Lightning App Builder, use the search bar to search for Visualforce components.
   
   
   
4. Drag and drop from the Visualforce Standard component onto the layout for the view, release the component when the view is highlighted green in the area where you'd like to include the visualization.
5. If not already selected, click on the component that was just added to access the configuration and set up the following:
   1. In the Visualforce Page Name field, click and choose the visualization you would like to display - you can choose Affinity Connections, Affinity Activities, or Affinity Notes. We'll select Affinity Connections for this example.
   2. Set a height to allow the visualization enough space to show information - start with 500 pixels and adjust accordingly.
      
      
      
6. Repeat Step 5 above to add the next visual component - since we started off with Affinity Connections in Step 5, we'll now select Affinity Activities. These two components can be placed anywhere on the page and are responsive to the width of the column you choose to place them in.
   
   
   
7. Repeat Step 5 one more time for Affinity Notes - you now have all three visual components on display.
8. Make sure to save your setup by using the Save button at the top right of the Lightning App Builder.

Optional: How to combine multiple components into one

1. In the Components tab on the left side of the Lightning App Builder, use the search to filter Tabs components.
   
   
   
2. Drag and drop from the Tabs Standard component onto the layout for the view, release the component when the view is highlighted green in the area where you'd like to include the visualization.
   
   
   
3. If not already selected, click on the component that was just added to access the configuration and set up the following:
   1. Under Tabs, click into the first tab.
   2. Click into the Tab Label field and scroll to the top to select Custom.
   3. Give the tab a label (e.g. Affinity Activities).
   4. Repeat steps 3.1-3.3 for the and give the second tab a label (e.g. Affinity Connections).
      
      
      
4. Highlight the first tab in the tabbed component.
   1. On the left panel, use the search box to filter for Visualforce.
   2. Drag and drop the Visualforce component over the tab component you just created.
   3. Look to the panel on the right to ensure that the Visualforce widget is the appropriate one for the tab you've chosen. Click into the Visualforce Page Name field to select a different widget.
   4. Click the second tab in the tab component. Repeat steps 4.1-4.3 to populate the second tab with your other widget.
      
      
      
5. Make sure to save your setup by using the Save button at the top right of the Lightning App Builder.

Step 2 - Enable the new widgets for your Salesforce users

1. If this is the first time you are modifying the page layout for this view, you will need to set up the Activation before the layout is available to your users. Use Salesforce's standard activation settings to do this.
   
   
   
2. Make sure to save your settings again in the Lightning App Builder if you've changed the Activation settings.

Step 3 - Sign in and test the new widgets

1. Close the Lightning App Builder to return to your View. You should now be able to see the Affinity visualization that you installed in the previous steps.
   
   
   
2. Use your email credentials to sign into your Affinity instance. Once signed in, you'll be able to view the relevant Affinity data in your Salesforce account.
   
   
   

Step 4 - Create dashboards and visualizations with Affinity Data

1. In addition to the widgets, you can also leverage the Affinity Data fields that are being pulled into your custom Salesforce fields to create dashboards and visualizations.
   
   
   
2. For example, creating a visualization that tracks the "Average Relationship Score Trend" can help you and your team understand if you're prioritizing the accounts and contacts you haven't been in frequent contact with over time.
   
   
   
3. Another example: "Percentage of Relationship Score Sums by Industry" can show you a high-level overview of which industries you and your team members seem to have the most frequent communications with.
   
   
   
4. You can also drill down into a specific attribute to view all the underlying data in sheet format.
   

Step 5 - Use Affinity extensions to view and edit data on-the-fly

1. Now that you've set up widgets, dashboards, and visualizations, you can leverage Affinity's Pathfinder Chrome Extension (both Gmail and Outlook users) to access data regarding relevant Accounts, Opportunities (associated with Accounts), and Contacts within:
   1. Your Gmail inbox (Gmail users only)
   2. Any website you visit
   3. LinkedIn profiles
      
      
2. For Outlook users, you can also download the Affinity for Outlook add-in so you can access data regarding relevant Accounts, Opportunities (associated with Accounts), and Contacts within your Outlook inbox.