Back

Test Tamarac App Configuration

Contents

Introduction

Before You Start

Workflow Steps: Test Tamarac App Configuration

Additional Resources

 

Introduction

Before you roll out the Tamarac/Salesforce integration to your entire team, we recommend that you check the integration settings to troubleshoot any issues before it goes into full production.

Note that if you click Open in Tamarac or Create in Tamarac but Tamarac Reporting does not open, make sure that you add [*.]force.com to the trusted sites in your browser's pop-up blocker.

This page provides links to the steps for the Step 5 in the overall onboarding workflow for firms that use the following Salesforce installations:

This workflow covers the following installation steps:

Before You Start

Complete the previous step, Workflow: Add Tamarac Fields and Buttons to Salesforce Pages, in the onboarding workflow.

Workflow Steps: Test Tamarac App Configuration

1.

Confirm Single Sign-On

To confirm that your single-sign on is correctly configured:

  1. In Salesforce, open a Contact or Account record.

  2. Click Open in Tamarac. If you don't see this button, go back to Workflow: Add Tamarac Fields and Buttons to Salesforce Pages.

  3. Tamarac Reporting will open to the corresponding client or Household record. This validates your Single Sign-On settings and completes the integration link.

2.

Confirm Integration Sync

To confirm that integration between Tamarac Reporting and Salesforce is working:

  1. Create a new sample Account or Contact in Salesforce.

  2. Click Create in Tamarac.

  3. Tamarac Reporting will open the new Household or client record.

  4. Make a change in the new record in Tamarac Reporting. We suggest you change the name or address as a test.

  5. Click Save.

  6. Open the record in Salesforce and look for the change from Tamarac Reporting.

Additional Resources

For more information about Salesforce integration features, see About the Salesforce Integration.

For information about how to use the Salesforce integration, see Learn More About Using the Tamarac App.