Learn how to configure the Meisterplan Connector for Salesforce to automate importing and updating projects in Meisterplan.

• Prerequisites
  • Meisterplan
  • Salesforce
• Configuring the Meisterplan Connector for Salesforce
  • Configure Named Credential
  • Grant Access to External Credential Named Principal
  • Assign Permission Sets
  • Update Opportunity Page Layout
  • Configure Integration Settings in the Meisterplan Connector for Salesforce
  • Verify Flows
• Troubleshooting
  • Test Connection returns a Not Connected Toast
  • Opportunities not pushed to Meisterplan despite meeting trigger conditions

Prerequisites

You must have installed the connector package. Download and install it here: appexchange.salesforce.com/appxListingDetail?listingId=cd7e4291-5109-424d-a783-ce1f93a475dc

Meisterplan

• Required Access Level: Your user account must have the Access Meisterplan APIs and Connect External Applications right.
• System Configuration: 
  • API Token: Salesforce connects to Meisterplan via the REST API. Therefore, you need an API token. We recommend creating a dedicated user for the Salesforce integration and granting them the required user rights (see above). Then, log in to this user's account and create the API token.
  • Custom Project Field: To import Salesforce opportunities, your Meisterplan system needs to have a custom project field with the API name 'cust_stage_gate'. In Meisterplan trials, this field is usually called 'Stage Gate', 'Stage', or 'Order Status'. Check your Meisterplan system and add a field with this API name if necessary.

Salesforce

• Required Access Level: You need to be a Salesforce System Administrator (or equivalent) with Setup access.

Configuring the Meisterplan Connector for Salesforce

Configure Named Credential

The package uses Named Credential and External Credential to securely store the URL and API token and connect to the Meisterplan REST API.

Enter REST API URL

1. Go to Setup > Named Credentials. 
2. Select Meisterplan (created by the package). 
3. Click Edit and set the following (if not already set):
   • Label: Meisterplan
   • Name: Meisterplan
   • URL: Enter the Meisterplan REST API URL:
     • For systems hosted in the US, the REST API URL is https://api.us.meisterplan.com/v1 
     • For systems hosted in the EU, the REST API URL is https://api.eu.meisterplan.com/v1
   • Enabled for Callouts: Enabled
   • External Credential: Select MeisterplanEC from the drop-down
   • Generate Authorization Header: Unchecked
   • Allow Formulas in HTTP Header: Checked
   • Allow Formulas in HTTP Body: Unchecked
     
4. Click Save.

Enter API Token

1. Go to Setup > Named Credentials > External Credentials
2. Select MeisterplanEC (created by the package)
3. Under Principals > Admin Team, click the Actions dropdown and select Edit:
   
   
4. Under Authentication Parameters, click Add and enter the following:
   • Name: API Token
   • Value: Meisterplan API token
     
5. Click Save.

Grant Access to External Credential Named Principal

Managed Permission Sets cannot be edited, so we recommend creating a subscriber-owned Permission Set and granting it access to the External Credential Named Principal.

Create a Subscriber Permission Set

1. Go to Setup > Permission Sets > New and enter the following:
   • Label: Meisterplan Integration NamedPrincipal Access
   • API Name (auto-populated): Meisterplan_Integration_NamedPrincipal_Access
   • Description: Grants access to the External Credential for Meisterplan integration
   • License: None (or as appropriate)
2. Click Save

Grant External Credential Principal Access

1. In the new Permission Set, open External Credential Principal Access
2. Click Edit
3. Move MeisterplanEC - Admin Team from the Available External Credential Principals section to the Enabled External Credential Principals section
4. Click Save
   

Assign Permission Sets

Assign Permission Sets to all relevant users who want to access the Meisterplan Connector for Salesforce.

From Users

This is the recommended path.

1. Go to Setup > Users > Users 
2. Open each target user
3. Click Permission Set Assignments related list
4. Click Edit Assignments
5. Move the following from Available Permission Sets to Enabled Permission Sets:
   • Meisterplan Integration User (for end users)
   • Meisterplan Integration Admin (for administrators)
   • Meisterplan Integration NamedPrincipal Access (for both end users and administrators)
6. Click Save

From Permission Sets

This is an alternative path to the above path.

1. Go to Setup > Permission Sets
2. Open Meisterplan Integration User
3. Click Manage Assignments > Add Assignments
4. Select relevant users
5. Click Save
6. Repeat for:
   • Meisterplan Integration Admin
   • Meisterplan Integration NamedPrincipal Access

Note: In some organization/user views, Manage Assignments may not list users due to filters or list view constraints. If you don’t see users there, follow the instructions listed under From Users above.

Update Opportunity Page Layout

In the Opportunity Layout, configure the custom fields that are relevant for the Meisterplan connection.

1. Go to Setup > Object Manager > Opportunity > Page Layouts.
2. Click your primary page layout name
3. Drag & drop a section at the bottom of the existing Opportunity Detail sections to create a new section with the following details:
   
   • Section Name: Meisterplan
   • Display Section Header On: Detail Page (checked)
   • Layout: 2-Column
   • Tab-key Order: Left-Right
   • Click OK.
     
4. ‘Quick Find’ the following fields and drag them into the ‘Meisterplan’ section:
   1. Push to Meisterplan (left column): A Boolean custom field that controls when an Opportunity is pushed to Meisterplan. When set to true, a flow is triggered to perform the necessary action.
   2. Meisterplan Project URL (right column): A URL custom field that stores the direct link to the corresponding project in Meisterplan after the Opportunity was successfully pushed.
      Note: Other custom fields introduced as part of this integration are listed below. You can configure them as needed:
      • Meisterplan Benefit UID: This text field stores the unique internal ID of the benefit financial event in the corresponding Meisterplan project that is derived from the Opportunity Amount. It is used in order to perform the integration.
      • Push Flag Auto: This Boolean field indicates whether the Opportunity push to Meisterplan was triggered manually or automatically. The value is reset at the end of each push operation. It is used in order to perform the integration.
      • Was Transferred. This formula field indicates whether an Opportunity has been pushed to Meisterplan. It can be used for quick filtering in list views.
5. In the Related Lists area, ‘Quick Find’ Meisterplan Integration Logs Related List Name and move it to the bottom, after all other related lists.
   
6. Click the wrench icon above the related list and in the Related List Properties dialog:
   • Select the following columns from the Available Fields section. Add them to the Selected Fields section
     • Created Date
     • Status
     • Message
   • Select the column Meisterplan Integration Log Name from the Selected Fields section and Remove them to put them in the Available Fields section
     
7. Confirm the Changes and save the layout.
   Note: Meisterplan Integration Logs is a custom object that stores status messages and error details for each related Opportunity. The custom object includes the following custom fields:
   • Opportunity: A lookup (Opportunity) field that links the log record to a specific Opportunity.
   • Status: A picklist field that indicates whether an integration operation succeeded or failed.
   • Message: A long text area field that stores integration status messages and error messages.

Related List view of Meisterplan Integration Logs from within an Opportunity Layout:

The consolidated Meisterplan Integration Logs can also be viewed in the App Launcher > Meisterplan > Meisterplan Integration Logs tab:

Configure Integration Settings in the Meisterplan Connector for Salesforce

Open the Integration Settings

1. Go to App Launcher > Meisterplan:
   
2. Click the Integration Settings tab, and ensure the following sections are available:
   • Connection
   • Field Mappings
   • Sync Rules
     

Test Connection

1. In the Connection section, click the Test Connection button to verify connectivity to Meisterplan:
   
   Note: Refer to the Troubleshooting section below if the Test Connection returns a Not Connected notification.
2. Click the Rotate Token button to quickly navigate to the Named Credentials list, for adding or updating the Meisterplan API Token:
   

Field Mappings

In the Field Mappings section, activate the Stage → Order Status mapping if the field exists in your Meisterplan system and is relevant for your organization:

Sync Rules

1. In the Sync Rules > Initial section, enter the Probability Threshold (%) and multi-select the Qualified Stages as needed for your organization. An opportunity will be synced to Meisterplan when either the Probability meets the threshold as defined in the Probability Threshold (%), or when the Stage meets a designated state in the Qualified Stages picklist:
   
2. In the Sync Rules > Update section, check the listed fields as needed for your organization. After the project is created in Meisterplan, updates are pushed when selected fields change. If no fields are selected, there will only be an initial import without further updates.
   
3. In the Sync Rules > Migration section, enable Migrate existing Opportunities if you want to backfill existing Opportunities into Meisterplan and set Close-Date Cut-off as needed for your organization. Records that meet the Initial rule and with a Close Date on or after the cut-off date are created or updated in Meisterplan when you click the Migrate Now button:
   

Verify Flows

This integration solution introduces the following flows to enable the creation and update of Opportunities in Meisterplan.

1. Go to Setup > Flows
2. Filter for Flow Labels starting with MP
3. Verify that all 3 flows are set to Active

Troubleshooting

Test Connection Returns as Not Connected 

• Verify that you configured the correct REST API URL.
• Verify that you entered the correct API Token.
• Verify that the External Credential is granted to access to a Permission Set.
• Verify that the Permission Set is assigned to the user testing the connection.

No Opportunities Pushed to Meisterplan Despite Meeting Trigger Conditions

In rare cases, the Opportunity Initial Push or Update Push flows may not fire as expected when an Opportunity is created or updated. This is due to a known Salesforce platform issue affecting managed package flows (details here: https://salesforce.stackexchange.com/questions/425456/managed-package-error-in-field-names-in-decisions-due-to-namespace-prefix).

Because flows inside a managed package cannot be edited, the package includes editable flow templates. If you notice that Opportunities are not being pushed to Meisterplan, you can quickly recreate the active flows from these templates.

• Create and Activate Flow: MP PushFlag Initial
  • Go to Setup > Flows
  • Filter for Flow Label Equals: MP PushFlag Initial Template
  • Open the flow in Flow Builder
  • In the top right, click Save as New Flow
  • In the Save as window:
    • Flow Label: MP PushFlag Initial
    • Flow API Name: MP_PushFlag_Initial
    • Click Save
  • Back in Flow Builder, at the top right, click Activate
  • Go back to the Flows list, select MP PushFlag Initial Template > Actions > View Details and Versions, and click Deactivate Action
• Create and Activate Flow: MP PushFlag Update
  • Go to Setup > Flows
  • Filter for Flow Label Equals: MP PushFlag Update Template
  • Open the flow in Flow Builder
  • In the top-right, click Save as New Flow
  • In the Save as Window:
    • Flow Label: MP PushFlag Update
    • Flow API Name: MP_PushFlag_Update
    • Click Save.
  • Back in Flow Builder, at the top-right, click Activate
  • Go back to the Flows list, select MP PushFlag Update Template > Actions > View Details and Versions, and click Deactivate Action