FOR CRM ADMIN USE ONLY

If you are an organization that uses Practifi CRM and want to leverage tools and services from the Snappy Kraken Marketing and Engagement Platform, follow this implementation guide to configure a contact sync between Practifi and Snappy Kraken.

App Setup

The first step to get Practifi setup is to create new OAuth credentials inside Practifi.

From the home tab, Navigate to the toolbar and scroll down to Platform Tools → Apps → External Client Apps → External Client App Manager.

From the "External Client App Manager" page, click on “New External Client App”.

1. Once you are on the External client app creation page, fill in the required fields as preferred.

2. Scroll down to the OAuth tab. Enable OAuth and you will see new fields populate.

3. find the Callback url field and Enter the Snappy Kraken redirect_url into the Callback URL

• Production:https://brain.snappykraken.com/api/v1/crm/connect/salesforce/callback
• Staging:https://staging-brain.snappykraken.com/api/v1/crm/connect/salesforce/callback

4. go to OAuth scopes and grant the refresh_token and sfap_api (SalesForce API) access scopes

5. Next, scroll down to the "Flow Enablement" ****section and enable "Enable Authorization Code and Credentials Flow"

6. Lastly, go to the "Security" section and disable the "Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows" option.

7. Verify that everything is setup correctly and click Create or Save

8. Once created you will be able to find the client_id and client_secret under the app settings, be sure to note these down and provide them to your Manager.

Object Setup

When connecting your Practifi instance with Snappy Kraken, you are going to provide Snappy Kraken with the names of your Practifi objects that represent contact groups and contacts, and then Snappy Kraken will configure accordingly on your behalf.

    1.Campaigns Object (Enabled via Practifi Promote)

If you are using Practifi Promote, you will use Campaign and CampaignMember as the objects to transfer contacts and contact groups between Practifi and Snappy Kraken. These objects are enabled by default on your Practifi instance. Instructions for setting up the campaigns can be found in our client-facing Knowledgebase here

    2. Custom Objects

If you are not using Practifi Promote, you will use either use existing or new custom objects. The example below will show you how to fill out the object details in order to integrate successfully.

To create a new object go to the object manager tab in the top left corner and click the drop down button followed by + New Object.

From here, you will be creating two objects, Audience and AudienceMember objects.

Creating the Audience Object

1. On the object creation page, enter your Label and object name. These can be anything that will make sense to your organization.
2. Next enter your Audience name in the “record name” field. This should typically be your object name with name appended to it.
3. Under “Record Name” you will see “Data type”, set this as text.
4. Click save at the bottom of the page
5. Go back to the objects page by clicking on the “Object Manager” tab.
6. Find the Audience Member object that you just created in the list and select Edit.
7. Select “Fields and Relationships” on the left hand sidebar and then click new.
8. On the “New Custom Field” page select “Lookup Relationship” and click next.
9. Now on the next page you will see a dropdown menu, Select “Contact” and select next
10. Set the field Label as anything and the Field name as IsActive__c then click save.
11. Now, your Audience Object should be set up correctly.

Creating the Audience Member Object

1. On the object creation page, enter your Label and object name. These can be anything that will make sense to your organization.
2. Next enter your Audience member name in the “record name” field. This should typically be your object name with name appended to it.
3. Under “Record Name” you will see “Data type”,  verify that this is set as text.
4. Click save at the bottom of the page
5. Go back to the objects page by clicking on the “Object Manager” tab.
6. Find the Audience object that you just created in the list and select Edit.
7. Select “Fields and Relationships” on the left hand sidebar and then click new.
8. On the “New Custom Field” page select “Lookup Relationship” and click next.
9. Now on the next page, you will see a dropdown menu. Select “Contact” and select next and then save

10. Set the field Label as anything and the Field name as Contact__c then click next and then save.

11. Now repeat step 7 and create another new Field.

12. Select “Lookup Relationship” again
13. Now you will look for your Audience object in the list. The name can vary based on how you named it. In our case we named it “Snappy Kraken Audience"
14. Set the field name as Audience__c followed by next and save

Now, your Audience Member Object should be set up correctly.

Practifi Primary Entity Association of New Leads from Snappy Kraken

It is important that Primary Entities are easily associated with contacts that originate on Snappy Kraken (i.e. new leads from lead generation campaigns). To that end, an automatic primary entity association process can be implemented by your CRM team using Apex or Custom Flows. Without a process for Primary Entity Association in place, Practifi will not accept New Leads from Snappy Kraken and therefore, the bidirectional sync will not work.