Salesforce.com to Parallax Integration
Salesforce production package has been bundled. Installation link is here: V1.15 (Release as of 15 May 2026)
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal0000079313
Overview
Parallax integrates with your Salesforce CRM data to provide valuable insight into upcoming work, project, and resource planning.
Description
Parallax adds custom fields to your Salesforce Opportunities and synchronizes them with the Parallax application so you have more insight into your projects and resources.
The Parallax app also provides custom page components so you can view information from Parallax right alongside your Salesforce opportunities.
Highlights
● View your Parallax project information from right inside your Salesforce Opportunities ● Send real time updates from Salesforce to your Parallax account so your plans are always up to date ● Include valuable information with your opportunities to improve project insight.
V1.15 Changes
● Automated a portion of the Permission Set setup, reducing the number of installation steps. ● Created a new user-level custom permission which bypasses the Parallax package.
● Internationalized date formatting. When records are sent to Parallax, all date formats are translated first to ISO 8601 format, then to a Parallax-readable format.
● Patched how the package handles batch Database.merge() calls. This fix creates a new SObject, “Parallax Merge Callout”, which temporarily stores merge record data to be sent to Parallax. A new schedulable class, “ParallaxCalloutSchedulable”, sends merge data to Parallax daily, by default. The schedule can be configured with standard Salesforce Schedule Apex settings.
○ The reason for this change is that Salesforce calls separate triggers for each merge pair within one batch Database.merge() transaction, instead of one batch trigger call per usual. Neither
Database.execute() calls nor queued jobs can occur inside triggers in this context.
Installation
Package Installation
After the Managed Package is installed into a Salesforce instance, some manual steps need to be taken.
Assign the Necessary Custom Permission Set
1. Navigate to Setup > Permission Sets
2. Select UserExternalCredential Read Access
3. Click Manage Assignments
4. Click Add Assignments
5. Select all users whose record edits should be sent to Parallax 6. Click Next
7. Click Assign
Add Users to Additional Permission Set(s)
1. Navigate to Setup > Permission Sets
2. Select Parallax Admin User or Parallax Standard User
a. Parallax Admin User will grant the following permissions in addition to the permissions provided in the Parallax Standard User.
i. Ability to Add, Edit and Delete Configuration Maps.
ii. Ability to Edit the Parallax External Id fields.
iii. Allows User to access Trigger Bypass Controls.
iv. Users assigned MUST HAVE ADMIN level access.
b. Parallax Standard User
i. Required to allow User’s changes in Salesforce to be reflected in Parallax.
ii. Allows Users to use the Parallax Service Offerings Controller. iii. Allows Users to view the Parallax Application.
3. Click Manage Assignments
4. Click Add Assignments
6. Click Assign
Authenticate HTTP Callouts
1. Navigate to Setup > Security > Named Credentials
2. Select the External Credentials tab
3. Select “Parallax Integration”
4. In the Principals section, for the parameter named “API Key” Click "Edit" from the actions dropdown menu
5. In the Authentication Parameters section, we will now add two parameters: a. Add Parameter 1:
i. Name: OrgId
ii. Value: Parallax Provided Organization-id
b. Add Parameter 2:
i. Name: ApiKey
ii. Value: Parallax Provided ApiKey
6. Click "Save"
Create Desired Parallax Maps
1. Click the App menu in the top left corner.
2. Type in “Parallax” and select the App
3. Select your desired Salesforce Object in the Object Selection drop-down. 4. In the desired Interaction Context Table (Create/Update/Delete) Click the “Create New” button.
5. Select your desired configuration settings.
a. (Optional) Change Object Relationship
i. Default value set to current Object
b. Select Salesforce Field
c. Set Mapping Target
i. Parallax Field selected by default.
d. Select Parallax Field (Parallax Field Selected as Mapping Target) e. Select Tag Category (Parallax Tag Selected as Mapping Target) f. Select Tag Value (Parallax Tag Selected in Mapping Target)
g. Select Operator (Parallax Tag Selected in Mapping Target)
i. Options vary based on the selected Salesforce Field’s data type. h. Enter Comparison Value
i. (Optional) Active
i. Default value is Checked
j. (Optional) Automatically Create Matching Create/Update Mapping i. Default value is Unchecked
6. Click Save
Add Custom Fields to Layout
1. Navigate to Setup > Object Manager > Account/Opportunity/User > Page Layouts 2. Select desired page layout
3. Click and drag the desired Parallax field(s) to the desired location in the layout.
Available Fields by Object:
a. Account
i. Parallax Client Id
b. Opportunity
i. Parallax Project Id
ii. Service Offerings
iii. Target Start Date
c. User
i. Parallax Employee Id
4. Click Save
Upload Parallax External Ids to Salesforce
1. For this step you will need to work with your Parallax specialist to obtain a csv file for each of the following data tables:
a. Account/Client
b. Opportunity/Project
c. User/Employee
2. Once you have received these CSV files, a User with the Parallax Admin User permissions will need to do the following steps.
3. Reformat the table columns:
a. Each of these csv files will contain two columns, one of which is the unique Parallax key and the other being the unique Salesforce Id.
b. The Parallax Key will need to be set to the respective Objects external Parallax key field:
i. Account => plx__Parallax_Client_Id__c
ii. Opportunity => plx__Parallax_Project_Id__c
iii. User => plx__Parallax_Employee_Id__c
4. Load the update into Salesforce:
a. If you do not own a data manipulation tool, we recommend doing this using one of the following free tools:
i. Dataloader
ii. Workbench
Add Lightning Component to Opportunity
1. Navigate to Setup > User Interface > Lightning App Builder
2. Click New, or select edit on existing Opportunity Lightning Record Package 3. If creating a new page, select Record Page and Opportunity, then pick the Header, Subheader, and Right Sidebar layout
4. Drag Highlights into the header
5. Drag Path into the subheader
6. Drag Activities into the left area
7. Drag the Parallax Project Details components from the Custom - Managed section to the right sidebar
8. Click Save
9. If this is a new page or has not been activated, click Activation to activate the page for users of the organization. Follow the steps in the wizard to activate the correct users.
Schedule Parallax Log Cleanup
This job is used to delete ParallaxLog__c records that are over 90 days old and do not have Prevent Deletion marked as true.
1. Navigate to Setup > Scheduled Jobs
2. Select Schedule Apex
3. Enter a descriptive name of your choice for the job, and Save. a. You can name this job anything you’d like, however, something descriptive like “Parallax Log Cleanup” is recommended
4. Click on the Search Icon next to the Apex Class input
5. Select ParallaxLogCleanerSchedulable from the list of Apex Classes 6. Use the Schedule Apex Execution section to define when you’d like the job to run 7. Save
8. This job can be paused or have its schedule updated at any time.
Salesforce.com Integration: Screenshots