Setup Moxo in Salesforce

Moxo’s integration with Salesforce enables you to create seamless, opportunity-based onboarding workflows that automate key processes, enhance client experiences, and keep every update in sync. Here’s how to get started with Moxo on Salesforce and set up tailored onboarding workflows to streamline your client journey.

  1. Finding Moxo in AppExchange
    Go to Salesforce AppExchange and search for Moxo. Select the result to access the Moxo integration page.

  2. Sign Up or Log In

    • New users can click Get It Now and select Let’s Get Started to begin.
    • You’ll have the option to Log In (if you have an existing account) or Continue as Guest to explore Moxo as a trial user.

 

Setting Up Opportunity-Based Onboarding Workflows with Moxo

Once logged in or signed up, you’re ready to integrate Moxo’s onboarding workflows with your Salesforce opportunities. To get started:

  1. Accessing Moxo

    • Click the 'App Launcher' icon, search for Moxo, and open Moxo for Salesforce to access the setup interface.
    • Moxo for Salesforce welcomes you to automate and simplify onboarding workflows.

  2. Configuring Your Onboarding Workflow
    Go through the following three steps in the Moxo Settings tab:

    • 1. Define Trigger and Roles

      • Set up triggers that initiate the workflow, such as updates to an opportunity stage (e.g., moving from prospect to client).
      • Assign roles within the workflow, like Opportunity Owner, Primary Contact Role, or other custom roles as needed.
      • Complete details like Process Name and Description, then click Next.

    • 2. Design Your Workflow

      • Use drag-and-drop tools on the left side of the workflow setup screen to add actions, controls, layouts, and integrations.
      • Personalize the experience with a custom welcome message.
      • Integrate tools like DocuSign or Jumio for document signing and online payments.
      • Arrange the flow in sequential or non-sequential order based on your process needs.

    • 3. Customize Client Experience

      • Personalize the workspace with your organization’s name, logo, and brand color.
      • Upload workspace icons (80px minimum) or cover images (1280px minimum) in JPG or PNG format to create a tailored client experience.
      • Preview your setup, then save as a draft or finalize the template by clicking Save as Draft.

 

Publishing and Managing Workflow Templates

After finalizing your setup, save the workflow configuration as a draft template. To make it live:

  • Click the ellipsis '...' icon next to the draft and select Publish Template.
  • Confirm the flow is published, making the flow template accessible to other Salesforce users.

You have a 14-day trial period to test and adjust your flow templates before subscribing.

 

Adding the Moxo Tab Within Each Opportunity

Adding the Moxo tab to each Salesforce opportunity is a critical step to fully leverage the Moxo-Salesforce integration. This provides direct access to all workspaces associated with a specific opportunity, allowing you to manage each process, monitor progress, and ensure smooth and timely completion of all actions.

To enable the Moxo tab in Salesforce Opportunities:

  1. Navigate to an Opportunity: Go to the Opportunities section in your Salesforce dashboard. Open any Salesforce Opportunity.

  2. Edit Page Setup: Click on the 'Gear' icon in the top right corner. Then select Edit Page.

  3. Add the Moxo Lighting Component:
    • In the Lightening Components search bar on the left, search for Moxo.
    • Locate the custom component named moxoOpportunityTab. Drag and drop this component to the preferred location in your Opportunity page layout - for instance, as a custom tab next to the Activity Stream. 
    • Press Save and select Activate to finalize the addition of the component. 
    • Then, choose Assign as Org Default to make this component visible by default to all users visiting any Opportunity page.  

From the Moxo tab, view real-time updates, complete pending actions, and manage each step in the workflow, ensuring that no task is overlooked.

Incorporating the Moxo tab within each opportunity provides centralized visibility and control over client workflows directly in Salesforce, supporting a streamlined and efficient client experience.


Viewing Associated Workflows in Salesforce

Once the opportunity stage is updated in Salesforce, a corresponding workflow is automatically created in Moxo:

  • Go to the Moxo tab within the Opportunity page to view all Moxo workspaces and current actions tied to that opportunity.
  • Click Go to Moxo or any listed action to track the opportunity’s progress, share documents, and communicate with stakeholders.
  • Updates will seamlessly sync between Moxo and Salesforce, ensuring consistency.

This setup enables an efficient, personalized onboarding experience directly within your Salesforce environment.