CRM Configuration UI: Salesforce

Overview

The CRM module in MangoApps offers flexible setup options—either using the native MangoApps CRM or integrating with external platforms like Salesforce. This article compares the UI and configuration differences between the out-of-the-box MangoApps CRM and the Salesforce-integrated setup.

For information on integrating your Salesforce opportunities into MangoApps, click here.

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Using MangoApps Native CRM (Out-of-the-Box)

When using MangoApps' built-in CRM, the Setup tab of the CRM module provides a straightforward UI.

Key Setup Options:

• Opportunity Label: Customize what opportunities are called across your domain.

• Currency: Choose the currency used in opportunity amounts.

• CRM Provider: Select MangoApps as the CRM provider.

• Save Settings, Export All Opportunities, and Create Opportunity buttons.

Full Admin Control:

Admins have access to tabs for configuring:

• Stages

• Types

• Lead Sources

• Opportunities Access

• Opportunity Categories

• Custom Fields

These allow full customization and internal control over CRM data structure and behavior.

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Using Salesforce Integration

When Salesforce is selected as the CRM provider, the UI shifts significantly to accommodate integration requirements.

Configuring Salesforce as the CRM provider

Additional Configuration Fields Appear:

Admins must configure the following:

• Web Services URL

• Username

• Password

• Security Token

• Consumer Key

• Consumer Secret

• Cache Data in MangoApps? (Optional: enables syncing Salesforce data into MangoApps’ local DB)

Buttons for Integration:

• Test Connection – Validate Salesforce credentials and connectivity.

• Save Settings – Save your Salesforce configuration.

• Synchronize – Manually trigger data sync from Salesforce into MangoApps.

UI Behavior & Restrictions:

• Once Salesforce is enabled:

  • Tabs like Stages, Types, Lead Sources, and Opportunities Access are hidden in the Admin Portal.

  • All CRM data (opportunities, metadata, users) is fetched directly from your Salesforce system.

  • When opportunities are imported from Salesforce, the creators of those opportunities are added as new network users in MangoApps. If they do not already exist in the domain, MangoApps automatically sends them an invitation email with their login credentials.

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Data Refresh & Sync

With Salesforce integration:

• Data is auto-refreshed every 15 minutes.

• Static metadata like stages and types are synced every 24 hours.

• Manual synchronization can be performed at any time using the Synchronize button.

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Visual Differences Summary

Feature	MangoApps Native CRM	Salesforce Integrated CRM
Provider Setup	Minimal	Requires API credentials & tokens
Customization Tabs (Stages, etc.)	Visible & Editable	Hidden, Salesforce-controlled
Opportunity Label & Currency	Editable	Locked once integrated
Data Source	Internal to MangoApps	Pulled from Salesforce
Sync Controls	Not applicable	Manual + Scheduled Sync Available
Chat, Edit, Archive, Ownership	Managed in MangoApps	Limited to Salesforce-originated data