Lumiant's Salesforce Integration Guide- Set up and instructions [Product Guides]

Last Rev. 4.19.23

Overview

We’re excited that you’ve chosen to add Lumiant to your practice! One way to accelerate your adoption of Lumiant is to integrate with your existing systems, such as Salesforce. If you are considering synchronising your data between Salesforce and Lumiant, you’ve come to the right place. 

Integrations can seem daunting, especially when there’s a lot of data involved, but we’ve put together this guide to help streamline the process and give you a preview of what to expect throughout the process. 

This guide will walk you through the basics of the integration and how it can benefit your practice, instructions for how to prepare your fields for the integration, the stages of the process, and how to manage your data post-integration. 

What does it do?

Simply stated, integrating Lumiant and Salesforce syncs your data from Salesforce to Lumiant to give you more time to do what you do best: serve your clients. If you’ve already captured client data in Salesforce, we can put that data to work straight away in the Lumiant platform. Fact-finding and review time become easier and more streamlined and your clients have the added benefit of seeing all their governing information in the Lumiant visual portal.

Using a one-way directional sync that updates every 24 hours in the background, you will have the benefit of updated, consolidated data without the manual legwork of entering information twice. This is managed by Lumiant outside of business hours to minimise any impact on your clients. 

How does this benefit my practice?

Setting up a Salesforce integration with Lumiant has many benefits to you, your practice, and your clients. If you want to provide a robust experience for clients without sacrificing additional time and energy, you might be ready to integrate with your Salesforce instance. Consider the following benefits:

1. Streamlined workflows: Connecting Salesforce and Lumiant allows for seamless data transfer between your existing tools, thus reducing manual entry and creating a scalable solution for your data needs.
2. Improved accuracy: The daily sync between platforms ensures data accuracy and integrity by minimizing errors and reducing the amount of redundant work. 
3. Enriched client management: Having centralized data is crucial for providing a superior client experience. Getting current, robust client information when you need it allows you to personalize their experience. 
4. Enhanced reporting and data insights: Connecting two powerful data sources like Lumiant and Salesforce provides an opportunity to generate reports that can help you identify trends, track performance, and make data-driven decisions.
5. Simplified compliance: Compliance is always a top concern in the financial services industry. Connected Salesforce to Lumiant helps with audit trails, data encryption, and role-based access control, making it easier to stay compliant with regulatory requirements.

If you’re ready to get started on integrating Salesforce to Lumiant, let’s dig into the details.

What information is synchronized?

The amount of data in Salesforce and Lumiant can feel overwhelming. But when we sync your data each day, we take the stress out of ensuring you have current data ready when you need it. 

In total, we have more than 280 fields that are available for integration. These fields cover everything from client and household details, to goals and tasks, as well as governance. You can see all available fields in our Salesforce Data Map. The Lumiant team will work with you to determine which information you should sync based on your business needs. 

One concern that often comes up is ending up with duplicate data. To mitigate double entry of data, our integration can enable automatic syncing of data between Salesforce and Lumiant, which means that updates made in Salesforce will be automatically reflected in Lumiant, reducing the need for manual data entry and minimizing the risk of errors or duplicate entries. 

Ready to get started on connecting your Salesforce instance to Lumiant? Our step-by-step instructions are below.

Get Started: Salesforce Integration Setup

Before we get started: Please note that there is a setup fee incurred when you integrate Salesforce and Lumiant. The $3,000 fee will be split into two equal payments at specific milestones during the integration process. Integrating the amount of data available in Salesforce and Lumiant is quite complex, so the setup fee covers a small portion our development team’s time for completing your integration project. If you have questions or concerns about the cost or are unsure if you should proceed with the integration process, please contact your Customer Success Representative. 

Step 1: Notify Lumiant

The first step in the integration process is to let us know you are interested. That’s all it takes to get started!

You can let us know you want to move forward by reaching out to your Customer Success Representative or create a support request. 

Once we know you want to move forward, we’ll explain the current pipeline so you can get a sense of timing and milestones. We’ll also walk you through the Salesforce Data Map so you can get started on Step 2. 

At this stage, we’ll confirm whether or not you already have client data in the Lumiant platform. If you do, we’ll need to perform some routine data hygeiene to reduce duplications when the initial sync is processed. A client data file will be sent to your key contact so you can help us clean up your client data in preparation for the integration. 

You’ll also receive an invoice for the first half of the fee, which you can pay via our payments system, Stripe. 

Step 2: Capture Your Data

As mentioned, the next step in the process is to capture the data you want to sync. As a start, you’ll need to update the client mapping file that we send to you once we begin this process to ensure that the external ID is captured for every existing client. You should also complete the Salesforce Data Map and map your Salesforce objects and fields to the available Lumiant fields. 

Once the mapping files are complete, notify your Customer Success Representative and we’ll get them to our tech team to review. 

Step 3: Map Your Data

Our team will begin to review your files and the mapping fields. If necessary, our Customer Success team will clarify any questions the technical team may have. Once the mapping files are reviewed, we’ll confirm the timeline for development with you and issue an invoice for the final payment to begin the development of your integration. Development will begin upon receipt of the final payment.

Step 4: Sit Tight, We’ll Take it From Here

Now you get to relax while we bring your integration to life! During the development stage, our technical team will start the integration process. We’ll keep you updated on progress throughout development and will confirm when the integration is complete.

Step 5: Testing + Deployment

Once the integration is complete, we’ll have you kick the tires a bit to ensure you are getting what you expected. Once you are comfortable with the setup, you can enable the integration in your Practice Settings.

Step 6: Start Seeing the Benefits of Integrated Data

You are all done and ready to engage your clients with Lumiant! If you continue to have questions about the integration capabilities, the syncing process, or anything else related to the integration, don’t hesitate to reach out to your Customer Success Representative.

Frequently Asked Questions

Are there costs associated with integrating Salesforce with Lumiant?

The total cost to integrate Salesforce with Lumiant is $3,000. This is split into two payments; the first payment of $1,500 is to secure your place in our integration que, and a second payment of $1,500 occurs when development on your project begins. 

How long does the integration process take, start to finish?

Once we get your Salesforce Data Map back, we’ll get it into our dev queue. Once our development team begins work on it, it will take 3-5 business days.

What if I need help completing my Salesforce Data Map?

If you need assistence completing your Salesforce Data Map, you can reach out to your Customer Success Representative, however, since all Salesforce instances are different, it will be important for you to have a solid sense of what data you want to bring into Lumiant prior to starting the integration process. 

Where can I find information on my Salesforce objects and fields? 

To identify your practice Salesforce objects and fields:
1. Access your Salesforce settings by navigating to your setup.

2.  Next , access your object manager by clicking object manager.

3. Here you will find all your objects. To locate the field click on the label, then Fileds and Relationships.

4. With in the Fields and Relationships, you will find the labels and field names required to completed the mapping. 

What if I decide I no longer want to sync my data?

If you no longer want to sync your data from Salesforce, you can turn off the integration in your Practice Settings. Once turned off, the data will no longer sync and you’ll need to add it manually. No refunds will be issued for integrations no longer in use.