MyProjectSales Research
Diese Seite ist noch nicht auf Deutsch verfügbar. Kontaktieren Sie uns unter support@baucore.app, wenn Sie Fragen haben.
Taskuser
Prerequisites
- User access: the Baucore_MyProjectSales permission set and a MyProjectSales feature license.
- Provider readiness: an administrator must complete the connection, user assignment, synchronization options, and mappings described in MyProjectSales Setup.
- First-time authentication: a valid MyProjectSales API token. Treat the token like a password — don’t share it.
- Remote access: the MyProjectSales endpoint must be active in Salesforce Remote Site Settings.
Setup and verification (for admins)
- Complete MyProjectSales connection, license assignment, options, and mappings in MyProjectSales Hub Settings.
- Assign Baucore_MyProjectSales to a representative user.
- Open MyProjectSales Hub Research and complete first-time token authentication.
- Run a broad keyword search and a filtered search.
- Synchronize an approved project with Manual Sync.
- Open the resulting Salesforce record and confirm the provider link, mapped values, and expected participants.
Access the feature
- Open the App Launcher.
- Search for and open MyProjectSales Hub.
- Select MyProjectSales Hub Research if the app doesn’t open on Research automatically.
The Research workspace contains saved-search controls, advanced filters, and the provider search entry point.
Search for projects
Find provider projects by project name, company name, or another keyword.
- Enter a project name, company name, or keyword in Search.
- Select Search or press Enter.
- Review the matching project cards in the results list.
- Use the pagination controls when more than 10 results match.
- Select a result to open its detail panel.
Refine a search with advanced filters
- Select Advanced Filters.
- Choose one or more applicable filter sections.
- Enter or select the required criteria.
- Select Search.
- Review the filtered map and results list.
The filter panel groups detailed project and company criteria, including: Project Score, Updated, Location, Object type, Development type, Roof, Timeline, Status, Measures, Company, and — as currently labeled in the filter panel across all three provider integrations — “My Project Sales Project Id” and “My Project Sales Company Id”.
Synchronize a project automatically
- Run a search and select a project.
- Review the provider project details.
- Select Auto Sync.
- Open the resulting Salesforce record.
Auto Sync applies mappings immediately. Use Manual Sync when field values or duplicate choices need to be reviewed before saving.
Synchronize a project with guided review
- Run a search and select a project.
- Select Manual Sync.
- For a new record, choose the target object: Project Lead, Project, or Main Project.
- Review the mapped field values and edit available values if needed.
- If duplicate records are found, select an existing record to update, or continue with a new record.
- Select Confirm.
- Review the resulting Salesforce record and its linked participants.
Troubleshooting
| Symptom | Likely cause | Resolution |
|---|---|---|
| MyProjectSales Hub isn’t visible in the App Launcher | The user lacks the required permission set or feature license | Assign Baucore_MyProjectSales and a MyProjectSales feature license, then have the user sign out and back in. |
| A login error appears on Research | The API token is incorrect, expired, or has leading/trailing spaces; the endpoint or Remote Site Setting may also be missing | Enter the token without extra spaces. If the error remains, verify the endpoint URL and Remote Site Setting in MyProjectSales Setup. |
| Sync, Auto Sync, or Unlink isn’t visible | The corresponding org-wide option is disabled | Review Show Manual Sync, Show Auto Sync, and Show Unlink in MyProjectSales Setup. |
| A field doesn’t synchronize as expected | The target mapping, overwrite behavior, or provider ID mapping is missing or incorrect | Review the mapping for the correct provider node, Salesforce object, and target field. Confirm the provider ID mapping exists for the target object. |
| A participating company isn’t imported | Its provider role doesn’t have an active role mapping | In MyProjectSales Hub Settings, open Mapping, review Roles, and enable the required role for import. |
Limits and behavior
- Page size: search results display up to 10 projects per page.
- Authentication: the API token is entered on first Research access and stored after successful login.
- Auto Sync: applies configured mappings immediately, without a review screen.
- Manual Sync: allows mapped-value and duplicate review before confirmation.
- Role filtering: only companies with an active role mapping are imported as participants.
- Unlink behavior: removes the provider relationship without deleting the Salesforce record.