For Enterprise Admins: Lucidchart Sales Solution Licensing and Management

Read this article to learn how to set up the Lucidchart Sales Solution for your Enterprise account and to learn how to manage your users' Lucidchart Sales Solution licenses. To upgrade to an Enterprise account, please contact our sales team.

Lucidchart Subscription
  • Enterprise

You must have an enterprise subscription of Lucidchart to utilize the Salesforce integration.

Document Sharing

If you are using a template, you must be able to give view-access permissions to all users that will be utilizing the integration. If you have the Document and Folder sharing setting enabled, your documents can be shared with everyone in you instance. If you do not have this setting enabled, you must either share the template with individuals or with a group.

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Salesforce Edition
  • Web Services API

By default, the two higher tier editions (Enterprise and Unlimited) of Salesforce are packaged with the Web Services API. If you are on the Essentials or Professional edition of Salesforce, you will need to purchase the Web Services API in order to utilize the Sales Solution.

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Production vs. Sandbox

The integration between Lucidchart and Salesforce can be implemented on a sandbox or a production instance of Salesforce. Take note that setup and mappings would need to be replicated if you were to move from a sandbox integration to a production connection.

Salesforce Schema

Lucidchart Sales Solution always starts with the Account as the root object. From there we can pull objects in that are children or grandchildren of the Account. Contacts and Opportunities must be direct children of the Account.

Note the two diagrams below for depictions of a correct schema and an incorrect schema.

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The Sales Solution can pull additional data objects into Lucidchart as long as the data is within two levels of the Account standard object.

Default Salesforce Fields

Within the integration, Lucidchart pulls in specific Salesforce fields by default without mapping configuration. We must be able to access these fields. Note the default fields for each object below.

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Salesforce Fields

While Lucidchart can pull and display any SFDC field accessible via the API, these are the types of fields that are editable within Lucidchart:

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User Access Requirements
  1. Accounts
  2. Contacts
  3. Opportunities

Any Sales Solution user must have access to Accounts, Contacts, and Opportunities. All three of these Salesforce objects are integral to the Salesforce and Lucidchart integration. Without access to these objects, a user will not be able to utilize the Sales Solution product.

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User Access - Salesforce Fields
  1. Visible
  2. Read-Only

Note that Sales Solution field permissions follow Salesforce permissions. Whether a user has view-only, edit, or no access to a field, Lucidchart will always follow the Salesforce permissions set for each user.

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You can also allow user profiles to edit read-only fields. Lucidchart respects all Salesforce permissions, so if users can edit in Lucidchart it’s because they’re allowed to edit in Salesforce. Lucidchart will never give users more editing permission than Salesforce does.

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You must be a Lucidchart admin to complete the Lucidchart setup.
You do not need to be a Salesforce admin, but you must have Salesforce credentials.

  1. Log into Lucidchart.
  2. In the left sidebar menu, click on Team to open the Team Admin Page.
    • If Team does not appear in the top menu, you are not a team admin (you must be a team admin to enable this integration). Contact your company’s Lucidchart admin, or your sales or customer success representative from Lucid to be added as a team admin.
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  3. On the Team page, click on the App Integration tile.
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  4. On the App Integration page, scroll down and click on the Salesforce tile.
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  5. You will be prompted to link Lucidchart to your Salesforce instance. Choose Production or Sandbox (depending on the Salesforce instance you are connecting to) and click Continue. In a new tab, you will be prompted to login to Salesforce and asked to allow Lucidchart to access your Salesforce data.
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  6. When you return to Lucidchart, you will receive a success message indicating that Lucidchart has been successfully linked to your Salesforce instance.
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    You can map your Salesforce fields by clicking on the "Select Contact Fields" or "Import Additional Data" tabs in the Salesforce integration settings page. You'll simply drag and drop fields from the "Available Fields" column to the applied section.
  7. Go back to the Team Admin page (using the Team link in the top menu bar) and click on the Identity Management tile.
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  8. Make sure that the "Allow Salesforce single sign-on" box is checked. This enables Lucidchart to be launched from a link in Salesforce.
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You do not need to be a Lucidchart admin to complete the Salesforce setup.
You do need to be a Salesforce admin.

  1. In Salesforce, click on Setup in the top bar.
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  2. Go to Customize → Accounts → Buttons, Links & Actions.
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  3. Click “New Button or Link.”
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  4. If you’re setting up the button without a template (Account Mapping trial customers use this option)

    Set up the button with the following information:
    • Label: Lucidchart Account Map
    • DisplayType: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input (if installing in a production instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}
    • URL for the large input (if installing in a sandbox instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?environme nt=sandbox
    • Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button.

  1. If you’re setting up the button with a template

    Set up the button with the following information:
    • Label: Lucidchart Account Map
    • DisplayType: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input (if installing in a production instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<YOUR TEMPLATE ID HERE>
    • URL for the large input (if installing in a sandbox instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<YOUR TEMPLATE ID HERE>&environment=sandbox
    • Note: Replace <YOUR TEMPLATE ID HERE> with the document ID you were given by your Solutions Consultant. Note that you should not have the <> symbols in the link. So if your document ID were ​123-456-789, the production url would be:
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=123-456-789
    • Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button.
  2. Click “Save” to save the button.
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  3. Go to Customize → Accounts → Page Layouts.
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  4. Click Edit on the row for the page layout you wish to add the button to.
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  5. Select "Buttons" on the left side of the Account Layout box at the top and drag the Lucidchart Account Map button to the Custom Buttons area of the Account Detail section.
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  6. Click Save

If you navigate to an Account page, it should now have the Lucidchart Account Map button in the Lightning Actions section.

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When the button is clicked, it will open the Lucidchart editor in a new tab, and after a few seconds the account’s contacts will load in the left panel.

You do not need to be a Lucidchart admin to complete the Salesforce setup.
You do need to be a Salesforce admin.

  1. In Salesforce, click on Setup in the top bar.
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  2. Navigate to Object Manager by typing Object Manager into the Quick Find search bar.
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  3. Select Account from the Object Manager page.
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  4. Click on Buttons, Links, and Actions and then on New Button or Link.
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  5. If you’re setting up the button without a template (Account Mapping trial customers use this option)

    Set up the button with the following information:
    • Label: Lucidchart Account Map
    • DisplayType: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input (if installing in a production instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}
    • URL for the large input (if installing in a sandbox instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?environme nt=sandbox
    • Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button.

  1. If you’re setting up the button with a template

    Set up the button with the following information:
    • Label: Lucidchart Account Map
    • DisplayType: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input (if installing in a production instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<YOUR TEMPLATE ID HERE>
    • URL for the large input (if installing in a sandbox instance):
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<YOUR TEMPLATE ID HERE>&environment=sandbox
    • Note: Replace <YOUR TEMPLATE ID HERE> with the document ID you were given by your Solutions Consultant. Note that you should not have the <> symbols in the link. So if your document ID were ​123-456-789, the production url would be:
      • https://app.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=123-456-789
    • Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button.
  2. Click “Save” to save the button.
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  3. Click on the Page Layouts section on the left side and click the layout you wish to add the button to.
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  4. Select "Mobile & Lightning Actions" from the Account Layout gray box and drag the Lucidchart Account Map button to the Salesforce Mobile and Lightning Experience section.
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  5. (Optional) If you would also like to enable this button for the Classic experience, you can drag the button to to the Custom Buttons area of the Account Detail section as well.
  6. Click Save.

If you navigate to an Account page, it should now have the Lucidchart Account Map button in the Lightning Actions section.

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When the button is clicked, it will open the Lucidchart editor in a new tab, and after a few seconds the account’s contacts will load in the left panel.



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