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People.ai in Salesforce Integration & Setup

This article provides installation and configuration guidance to configure People.ai inside Salesforce.

Updated this week

Configuring the People.ai experience in Salesforce requires four steps:

  1. Upgrade to the latest Managed Package

  2. Set up Salesforce as an Identity Provider

  3. Configure People.ai as a Connected App within Salesforce

  4. Update the Salesforce User interface with People.ai components for the pilot Users

Below are the steps necessary to configure People.ai inside Salesforce:

Managed Packaged Installation Instructions

There are no installation prerequisites required, but installation needs to be performed by a System Administrator.

  1. Install the application using the following link:

    1. People.ai Managed Package v4.16
      ​      Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001rZb6
      ​      Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001rZb6

    2. Sales Solution Only Package v1.10
      ​      Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000Saab
      ​      Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000Saab

  2. Install for All Users

  3. Wait for the installation to complete.

IdP-Initiated Single Sign-On Configuration

The following steps are mandatory to complete the IdP-Initiated SSO configuration within your Salesforce environment. This approach is used by default.

The IdP-Initiated SSO allows any enabled User to log in to People.ai apps and widgets automatically without initiating the flow manually.

Set up Salesforce as an Identity Provider

  1. Navigate to Setup > Identity > Identity Provider

  2. If the Identity Provider is already enabled, skip this step

  3. Click the Enable Identity Provider function.

  4. If you are asked to select a certificate, please select one from the list and click the Save button.

Configure the People.ai Salesforce Connected App

  1. Navigate to Setup > Apps > App Manager

  2. Open the menu for People.ai Canvas App and click Manage.

    • Click the Edit Policies button.

    • Change the Permitted Users field to “Admin-approved users are pre-authorized”

    • Click the Save button.

  3. Scroll down to the Profiles section and click the Manage Profiles button. Select any User profile that should be able to access embedded applications. Click the Save button at the bottom.

  4. Scroll down to the SAML Login Information section.
    ​

    • Locate the Metadata Discovery Endpoint (Metadata URL) and Issuer (Entity ID) values

    • Register a new Provider in the PeopleAI App

      1. In a new window, navigate to People.ai app > Settings > Integrations > Single Sign On.

      2. Click on the Add Provider button.

      3. Enter a name (e.g., 'Salesforce Production Organization') and paste the Metadata URL and Entity ID values. Click the Next button.

      4. Check that People.ai is integrated, and click the Save button. Publish the new provider.
        ​

Note: Users without access to Connected App but with access to People.ai app components within Lightning Pages/Tabs will receive the following error popup.

  • Canvas - PeopleAiCanvasApp
    ​You don't have permissions to view application with namespace [EWA] and API name [People/CanvasApp).
    ​
    Alternatively, you might be redirected to an Insufficient Privileges error.

  • Insufficient Privileges
    ​You do not have the level of access necessary to perform the operation you requested. For more information, see Insufficient Privileges Errors.

To avoid this, enable all Profiles and drive access through the app itself or access to components.

Note: The components will not load appropriately until the People.ai team confirms that the IDP configuration setup is completed on the People.ai side

Additional steps for Sandbox Configuration [Optional Step]

By default, Sandboxes have affixed usernames by sandbox name, which will prevent user authentication.

Change SAML Subject Type:

  1. Navigate to: Setup > Apps > App Manager

    1. Open the menu for People.ai Canvas App and click Manage, and then Edit Policies

    2. Change the Subject Type field value from “Username” to “Federation ID”

  2. Click the Save button.
    ​

TIP: You can also use the “Custom Attribute” value. Once selected, you must choose the correct field in the Custom Attribute field. If no selection is available, please create a new Custom Field (Text,255) on the User Object and refresh this page.

Users with access to package components, but without a set Federation ID, will receive a permission-related error displayed in Salesforce Classic.

Update User Federation IDs:

The Federation ID (or Custom Attribute) needs to be populated by the original Username from the Production SFDC instance for every user who should have access to People.ai embedded apps.

You may update Users in one of two ways:

  1. To manually update:

    1. Navigate to Setup > Users > Users

    2. Click Edit for every User who should be enabled.

      1. Copy Username without sandbox name affix (user@company.com.sbname)

      2. Paste the value into the Federation ID field

      3. Click the Save button.

  2. To update via code:

    1. Execute the below script in Developer Console to update all the users at once:

1 string affix = '.'+UserInfo.getUserName().substringAfterLast('.');
2 User[] us = [SELECT Username FROM User WHERE FederationIdentifier = '' AND UserType='Standard'];
3 for(User u : us){
4     u.FederationIdentifier = u.Username.replace(affix,'');
5 }
6 update us;

SP-Initiated Single Sign-On Configuration

As an alternative to IdP-initiated flow, the application can be configured to use SP-initiated flow. SP-initiated flow means users must manually log in to use the app. This method does not involve any Identity Provider configuration and requires only administrative intervention using the Package Admin Configuration panel. See the Package Configuration section below.

Package Configuration

The Admin configuration panel can be accessed from the setup for versions 4.15 (Full) / 1.9 (Sales Solution Only) and above:

  • Go to Setup > Apps > Packaging > Installed Packages > Configure
    ​


Or can be accessed directly using the following URLs:

  • People.ai Managed Package:
    ​https://<org url>.com/lightning/cmp/peopleai__WAdmin

  • Sales Solution Only Package:
    ​https://<org url>.com/lightning/cmp/pai_ss__WAdmin

SAML Initiation Method

This setting allows you to change the method between Identity Provider Initiated (default) and Service Provider Initiated.

SAML Initiation Method

Leverage Salesforce as an identity provider or as a service provider. Identity Provider Initiated method enables you to give your users automatic authentication into the People.ai app.

SAML Identity Field

If you use a field other than the Username or Email as the Subject in the Connected App configuration, we recommend setting the field in the package configuration.
​

This setting will prevent unwanted behavior during Salesforce Canvas App authorization, where a user with no value in the field is redirected to the “Insufficient Permissions“ page.

SAML Identity Field

If you use a field other than email or name as the subject for authorization, set that field here. This setting helps bypass some unwanted Salesforce behavior when authorization fails due to a missing value in the Subject field and subsequent redirection to the Insufficient Permission page.

Sales Solution Only Package Note:

If you encounter the “Not allowed to install metadata via apex“ error while saving, you must enable Deploy Metadata from Non-Certified Package Versions via the Apex setting.

Go to Setup > Apex Settings > Deploy Metadata from Non-Certified Package Versions via Apex > Save.

Once the configuration is saved, you can again disable this setting.

Salesforce User Interface Configuration

The Application includes several components that can be embedded into your pages to provide different views.

Embed the Full People.ai App [Required]

This is a tab that provides access to the entire People.ai web application.

NOTE: Adding this tab is required for any User using the People.ai Salesforce experience.

This required tab ensures that any hyperlinks clicked inside People.ai Lightning components will not open a tab to the People.ai web application outside of Salesforce, but will instead open from within Salesforce.

  1. Navigate to Setup > Apps > App Manager.

  2. Choose any app to which you want to include the full People.ai application.

  3. Click the caret on the right side and then click the Edit button.

  4. Open the Navigation Items tab in the narrow left column.

  5. Find the People.ai item and add it to Selected Items.

  6. Click the Save button.

Engagement Dashboards: Board Component

The Board component is created for Sales Manager & Leaders personas and lets you load a specific Engagement Dashboard Board on a specific page inside Salesforce. These components can be added to any Home Page or App Page inside Salesforce.

Required Setup

A Board ID is required to complete the setup of this component in Salesforce.

This Board ID will tell the component which Board to load upon page load inside Salesforce. Find the Board ID by navigating to the Board you want to load in Salesforce and copying the ID in the URL that comes after app.people.ai/board/.

Additional Controls

We’ve added a set of configurations that can be applied to the component depending on your use case. In most cases, we don’t recommend adjusting these, but based on your preferences and use cases for this component, you might want to adjust.

  • Show Sidebar
    ​    When unchecked, this will remove the ability to pull out the sidebar, which contains the list of available content to the user. Use in cases where you don’t want your Users to navigate to a different Board or Table when viewing the component on the page.

  • Show Create
    ​    When unchecked, this will remove the ability to “Create” a new table from the sidebar. Use in cases where you want to allow users to navigate to different boards and tables from the sidebar but don’t want to invite them to create new pieces of content.
    ​


    ​

  • Show Actions
    ​    When unchecked, this will remove any “Share” button and any menu from the board. Use in cases where you don’t want to allow users to share or duplicate boards from this page.
    ​


    ​

  • Show Drill-In
    ​    When unchecked, this will remove the ability to click on a tile and review the underlying data in a table. Use in cases when you don’t want users to be able to review the underlying data.
    ​


    ​

  • Show Drill-In Create
    ​    When unchecked, this will remove the ability to open a table draft based on the underlying data shown when clicking on a tile. Use in cases where you want Users to be able to review the underlying data, but you don’t want them to navigate away from the Board and create a new table based on the underlying data of a tile.
    ​


    ​

For cases where you want your Users to focus on a single Board and not explore other pieces of content when consuming the component information on a page in Salesforce, here are the recommended controls:

  • Show Sidebar: False

  • Show Create: False

  • Show Actions: False

  • Show Drill-In: True

  • Show Drill-In Create: False

Setup Steps

  1. Navigate to the Home or App page

  2. Click the Setup button to reveal the menu and click Edit Page.

  3. Find the Component in the Components list and drag it onto the page.

  4. Paste the Board ID value you copied from app.people.ai into the Board ID field, ensuring that this specific Board will load on this page.
    ​

  5. Adjust the Height of the component based on the preview.

  6. Adjust any additional component settings. Please see the “Additional Controls” section for details.

  7. Use the Set Component Visibility to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application. This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  8. Click the Save button. If prompted to activate the page, please do so and assign it as the Org default. Return to the Home or App page by clicking the back arrow in the top left corner.

Engagement Dashboards: Table Component

The Board component is created for Sales Manager & Leaders personas and lets you load a specific Engagement Dashboard Board on a specific page inside Salesforce. These components can be added to any Home Page or App Page inside Salesforce.

Required Setup:

The Object & Table ID is required to complete the setup of this component in Salesforce. This Table ID will tell the component which table to load upon page load inside Salesforce.
You can find the object & table ID by navigating to the Table you want to load in Salesforce and copying the ID in the URL that comes after https://app.people.ai/reporting/[Object]/[Id]

Additional Controls:

We’ve added a set of configurations that can be applied to the component depending on your use case. In most cases, we don’t recommend adjusting these, but based on your preferences and use cases for this component, you might want to adjust.

  • Show Sidebar
    When unchecked, this will remove the ability to pull out the sidebar, which contains the list of available content for the User. Use in cases where you don’t want Users to navigate to a different Board or Table when viewing the component on the page.
    ​


    ​

  • Show Create
    When unchecked, this will remove the ability to “Create” a new table from the sidebar. Use in cases where you want to allow Users to navigate to different Boards and Tables from the sidebar, but you don’t want to invite them to create any new pieces of content.
    ​


    ​

  • Show Actions
    When unchecked, this will remove any “Share” button and any menu from the board. Use in cases where you don’t want to allow Users to share or duplicate boards from this page.
    ​


    ​

  • Show Drill-In
    When unchecked, this will remove the ability to click on a cell in a table and review the underlying data in the activity sidebar. Use in cases when you don’t want Users to be able to review the underlying data.
    ​


    ​

For cases where you want your users to focus on a single Table and not explore other pieces of content when consuming the component on a page in Salesforce, here are the recommended controls:

  • Show Sidebar: False

  • Show Create: False

  • Show Actions: False

  • Show Drill-In: True

Setup Steps

  1. Navigate to the Home or App page.

  2. Click the Setup button to reveal the menu, and click Edit Page.

  3. Find the component in the Components list and drag it onto the page.

  4. Select the object and paste the Table ID value you copied from app.people.ai into the Table ID field, ensuring that this specific Table will load on this page.

  5. Adjust the Height of the component based on the preview.

  6. Adjust any additional component settings - see the “Additional Controls” section for details.

  7. Use the “Set Component Visibility” to limit the addition of this component to only the layouts of People.ai users who have access to the People.ai web application (this might require setting up a new attribute on the user records inside of Salesforce to indicate which users are also users of People.ai.

  8. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. You can return to the Home or App page by clicking the back button in the top left corner.

Account 360 Component (Updated for new 360 pages & SalesAI)

The Account 360 component (Updated for new 360 pages and SalesAI) is meant to be placed only on the Account Record Lightning Page. The following steps illustrate the default path to embed this component.

Note: The actual position might differ based on your setup.

  1. Open any existing Account record

  2. Go to Setup > Edit Page.

  3. Find the People.ai: Account 360 item in the Components list and drag it into the preferred destination on the record layout. The recommendation is to place it at the top right of the right sidebar of a typical record page layout.
    ​

  4. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.
    This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  5. Click the Save button. If prompted to activate the page, please do so and assign it as the Org default. Return to the Account by clicking the back arrow in the top left corner.

Opportunity 360 Component (Updated for new 360 pages & SalesAI)

The Opportunity 360 component is meant to be placed only on the Opportunity Record Lightning Page. The following steps illustrate the default path to embed this component.

Note: The actual position might differ based on your setup.

  1. Open any existing Opportunity record

  2. Go to Setup > Edit Page.

  3. Find People.ai: Opportunity 360 item in the Components list and drag it into the preferred destination on the record layout. The recommendation is to place it at the top right of the right sidebar of a typical record page layout.
    ​


    ​

  4. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.

    1. This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  5. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. Return to the Opportunity by clicking the back arrow in the top left corner.

Account 360 Component

The Account 360 component is meant to be placed only on the Account Record Lightning Page. The following steps illustrate the default path to embed this component.

Note: The actual position might differ based on your setup.

  1. From any existing Account record, go to Setup > Edit Page.

  2. In the preview, locate the Tabs component and add a new Tab labeled “Account 360”. If you don’t use tabs in the record page, just skip this step.

  3. Find the People.ai: Account 360(Old) item in the Components list and drag it into the newly created tab or any other preferred place

  4. Use the “Set Component Visibility” to limit visibility of this component to only the layouts of People.ai Users who have access to the People.ai web application

    1. This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai

  5. Click the Save button. If you are prompted to activate the page, please do so and assign it as the Org default. You can return to the Account by clicking the back arrow in the top left corner.
    ​


    ​

Opportunity 360 Component

The Opportunity 360 component is meant to be placed only on the Opportunity Record Lightning Page. The following steps illustrate the default path to embed this component.

Note: The actual position might differ based on your setup.

  1. Open any existing Opportunity record

  2. Go to Setup > Edit Page

  3. In the preview, locate the Tabs component and add new Tab labeled “Opportunity 360”.
    ​ NOTE: If you don’t use tabs in the record page, just skip this step

  4. Find the People.ai: Opportunity 360(Old) item In the Components list and drag it into the newly created tab or any other preferred place

  5. Use the “Set Component Visibility” to limit visibility of this component to only the layouts of People.ai Users who have access to the People.ai web application

    1. This might require setting up a new attribute on the User records inside of Salesforce to indicate which users are also users of People.ai

  6. Click Save. In case you are prompted to activate the page, please do so and assign it as Org default. Return to the Opportunity by clicking the back arrow in top left corner.

Deal Room / My Performance / Team Performance

These components are created for Sales Reps and Sales Managers personas and are intended to be added to dedicated pages for these users. These components can be added to any Home Page or App Page inside of Salesforce.
​

Components relevant for Sales Reps

  • Deal Room component provides a view of the Opportunity and deal insights owned by the Rep.

  • My Performance provides a view to the rep of how they are performing against the leading indicators defined for their tea.m

Components relevant for Sales Managers

  • The Deal Room component provides a view of the opportunity and deal insights for the Managers team.

  • Team Performance provides a view of the Manager's team and how they are performing against the leading indicators defined for the team.
    ​

Note: Your Organization and Users must have access to People.ai to Deal Room and Team Performance in People.ai to leverage these components inside of Salesforce.
If your organization does not have access to these in the People.ai application, you should not add these components to any pages inside Salesforce.

Reach out to your CSM if you have any questions about the availability of these components for your organization.

Deciding to what Pages these components should be added to is part of the launch and enablement strategy that you manage together with Sales Leaders from your Organization and your People.ai CSM. Where and how these components should be enabled for your target Users should be agreed before adding these components to Salesforce.

If you don’t have an existing App Page for the Sales Reps or Sales Managers, creating a new App Page for both the Sales Reps and Sales Managers is recommended. Once those pages are created, the relevant components for each user, as listed above, should be added as instructed in the “If adding to an existing App Page:” section.

If adding to a Home tab:

  1. Navigate to the Home tab.

  2. Click Setup > Edit Page.

  3. Find the component in the Components list and drag it into the wider column.

    1. For Sales Reps' Home pages, add “Deal Room” and “My Performance” components.

    2. For Sales Managers' Home pages, add “Deal Room” and “Team Performance” components.

  4. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.

    1. This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  5. Click Save. If you are prompted to activate the page, please assign it as the Org default. Return to the Home page by clicking the back arrow in the top left corner.

If adding to an existing App Page:

  1. Navigate to the existing App Page tab.

  2. Click the Setup button to reveal the menu, and click Edit Page.

  3. Find the component in the Components list and drag it into the wider column.

    1. For Sales Reps' Home pages, the “Deal Room” and “My Performance” components should be added.

    2. For Sales Managers' Home pages, the “Deal Room” and “Team Performance” components should be added.

  4. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.

    1. This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  5. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. Return to the App Page by clicking the back arrow in the top left corner.

Analytics Component

This component allows selecting a specific view as seen in the Analytics module in People.ai. The current views supported are:

  • Team: Provides a full view of you and your team's sales activities measured by the team member. At a glance, you can see the most active Reps on your team and the types of activities they have completed or have upcoming.

  • Accounts: Provides a full view of you and your team's sales activities that have been associated with your accounts in Salesforce

  • Opportunities: Provides a full view of you and your team's sales activities that have been associated with your accounts in Salesforce

  • Activity Feed: Provides a feed of activities based on the selected filters

Depending on the use case and intended persona, you will add the component to any existing app page or home page in Salesforce. You will then select the “View” type (Team, Accounts, Opportunities, Activity Feed) and optionally select what “Saved View” should load, given the selected tab.

If adding to a Home tab:

  1. From the Home tab, click Setup > Edit Page

  2. Find the Analytics component in the Components list and drag it into a column

    1. Use the “View” parameter to select the intended type (Team, Accounts, Opportunities, Activity Feed) — this is a required parameter.

    2. If you have a “Saved View” (a pre-saved set of filters) in mind to add to a page, you will visit the Saved View in People.ai and select the “ID” from the URL.
      ​


      ​

  3. Use the “Set Component Visibility” to only allow the layouts of People.ai users with access to the People.ai web application to have it added to their Home page. This might require setting up a new attribute on the user records inside Salesforce to indicate which users are also users of People.ai.

  4. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. You can return to the Home page by clicking the back button in the top left corner.

If adding to an existing App Page:

  1. From the App Page tab, click Setup > Edit Page

  2. Find the component in the Components list and drag it into the wider column

    1. For Sales Reps' Home pages, the “Deal Room” and “My Performance” components should be added

    2. For Sales Managers' Home pages, the “Deal Room” and “Team Performance” components should be added

  3. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.
    This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  4. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. Return to the App Page by clicking the back arrow in the top left corner.

Insights Component

This component allows users to compare activity levels on an individual and team level. Allowing users to compare teams across different regions, analyze outliers, anomalies, benchmarks, and other activity trends across the company.
​

If adding to a Home tab:

  1. From the Home tab, click Setup > Edit Page.

  2. Find the Insights component in the Components list and drag it into a column.

  3. Use the “Set Component Visibility” to limit this component's visibility to only the layouts of People.ai Users who have access to the People.ai web application.
    This might require setting up a new attribute on the User records inside Salesforce to indicate which users are also users of People.ai.

  4. Click the Save button. If you are prompted to activate the page, please assign it as the Org default. Return to the App Page by clicking the back arrow in the top left corner.
    ​

External ID Configuration [Optional Testing Step]:

Note: This section applies to all components that have the External ID attribute available.

Full Copy or Partial Sandboxes usually include production data like Accounts and Opportunities. In such cases, no additional configuration is needed because the Record IDs of existing records are preserved from the Production SFDC instance.

Developer Sandboxes do not include any production data, which will prevent embedded components from displaying proper content. Account or Opportunity Record IDs will always differ from your Production Instance IDs.

In this case, you can use a custom field value instead of Record ID by specifying the External ID Field API Name in the component settings.

  • If no existing field could be used for this purpose, create a new Custom Field in the Account/Opportunity object.

Once the configuration is saved, populate External IDs with record IDs from the Production Salesforce Instance for any Account or Opportunity that should be used for testing.

Salesforce User Interface Configuration in Classic

This section focuses only on UI configuration and differences specific to SFDC Classic. Please refer to the Salesforce User Interface Configuration section above for more information.

Embed Full People.ai App [Required]

This is a tab that provides access to the entire People.ai web application.

  1. Navigate to Setup > Create > Apps

  2. Choose the app to which you want to include the People.ai full application and click the Edit button.

  3. Select and add the People.ai (Classic) tab from the Available Tab.

  4. Click the Save button.

Note: If a tab is not visible in the application after adding it, please check if the user profile has this tab accessible

Account 360 Component

  1. Navigate to Setup > Customize > Accounts > Page Layouts.

  2. Choose any page layout to which you want to include the component, and click the Edit button.

  3. Insert new section labeled 'People.ai Account 360' with Layout set to 1-Column.

  4. Drag the People.ai Account 360 component to the newly created section.

  5. Open the Component properties, set the height to 800, or adjust as needed.

  6. Click the Save button.

Opportunity 360 Component

  1. Navigate to Setup > Customize > Opportunities > Page Layouts

  2. Choose any page layout to which you want to include the component, and click the Edit button.

  3. Insert a new section labeled 'People.ai Opportunity 360' with Layout set to 1-Column.

  4. Drag the People.ai Opportunity 360 component to the newly created section

  5. Open the Component properties, set the height to 800, or adjust as needed.

  6. Click the Save button.

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