If you are an administrator looking for instructions on configuring your organization’s login options, see Vivun Settings for Administrators.
Introduction
Vivun users are assigned a Vivun Permission Set and a Vivun Managed Package during initial installation and configuration. Once assigned, you can access Vivun.
Vivun uses the following login options:
Username and Password - Required login for Admins to Vivun Settings.
OAuth Social Login with:
Salesforce - Your Admin connects the associated Salesforce organization that uses Vivun, which is used to authenticate all users.
Access to Vivun
Access to VivunAI requires an assigned User Permission Set.
⚠️Important Note: For VivunAI, Gap Users can only access Vivun through the Vivun Chrome extension or Salesforce, and Read-Only users can only view read data in Salesforce.
Login to Vivun
Important Note: If you attempt to login and receive an error message that the organization you entered does not exist, either go back or reload the page to enter your email and go through the email login flow.
The way you login to Vivun is based on your Admin’s configuration and the module(s) you use:
VivunAI - Login using Salesforce.
Important Note: The login using Salesforce option must be configured to login to VivunAI.Xpert Analytics - Login using Salesforce, or Username and Password.
Initial Login from Email
When you receive an email inviting you to login to your Vivun org, complete the steps below to login for the first time.
Important Note: If you are a VivunAI user, make sure the email you enter matches the email address associated with your Salesforce account.
Click the link in your email.
Enter your email address and click Continue.
Note: If you follow the link from your email to login, your email address is prepopulated.
Login with the method configured by your Admin (Username & Password, or Salesforce).
Login
Tips:
- Follow the steps below when logging in for the first time, switching browsers, using a new machine, or if you recently cleared your cache.
- If you are a VivunAI user, make sure the email you enter matches the email address associated with your Salesforce account.
Navigate to app.vivun.com.
Either:
Enter your email address for the Salesforce Org you want to login with, or
Click Enter it here under ‘Know your Vivun Organization Name?’
Enter your Vivun Organization Name.
Example: Disney-Prod
Click Continue.
Select your login method and proceed to login.
Switch Organizations
If you have access to multiple Salesforce organizations–such as production, staging, and UAT–you can switch between them in Vivun. You must have signed into those Salesforce organizations to see them, and the list is limited to your most recent five. You can add additional organizations in Vivun Settings.
Navigate to app.vivun.com.
Click the dropdown next to Log In to <ORG NAME>.
Select your organization.
Enter your email address and password.
Click Log In To <ORG NAME>.
Login to Vivun With Username and Password
If you use Xpert Analytics or are a Vivun Admin, you can login to Xpert Analytics or Vivun Settings using Username and Password.
Navigate to app.vivun.com.
Enter your email address and password.
Click Log In.
Login to Vivun With Salesforce
Tip: Be sure to login to your Salesforce organization prior to logging into Vivun’s PreSales Operations or Product-Field Alignment, as Vivun uses a social login with Salesforce to authenticate your credentials.
Verify Vivun Access in Salesforce
Once your Salesforce Admin confirms Vivun is configured and your account permissions are assigned, confirm in Salesforce Lightning:
Login to Salesforce.
In the App Launcher enter Vivun.
Select Vivun.
Navigate to an Opportunity and look for the following Vivun objects:
Team Member Requests
Deliverables
Hero Activities
Opportunity Gaps
A new section titled Vivun Presales Information is added. Look for the following fields:
Presales Stage
Presales Concern
Technical Differentiation
Hero Score
Can Revive
Date Revived
Salesforce Dashboards have four Vivun Standard Dashboards. Look for the following:
Vivun Activity Dashboard
Vivun Deliverables Dashboard
Vivun Product Dashboard
Vivun Sales Dashboard
If preferred, a different Salesforce App can be used. The option to customize your view to include Vivun tabs can make it easy to navigate to the custom objects.
Login to Vivun Directly
Navigate to your VivunAI login page.
Select Login with Salesforce.
Login using Salesforce credentials. If you have an active Salesforce session in your browser, you are automatically authenticated and logged in. If you do not have an existing session, you are prompted to enter your username and password.
Important Note: If you attempt to login to Vivun and you receive an error that you do not have access, you are likely signed into a Salesforce organization that does not match the one connected to your Vivun instance.
After logging in, you are brought to the Funnel/Journeys.
If you are an Xpert Analytics-only user, you are brought to your XA Dashboards.
Login to VivunAI Using SSO
Click Use Custom Domain on the login page.
Enter your Salesforce domain and click Continue.
Select your SSO on the Log In Using screen.
Enter your SSO credentials and click Sign In.
Chrome Extension
Your initial logins to the VivunAI Chrome Extension requires you to enter your email. Once entered, you are brought to the Vivun login page in your browser.
Frequently Asked Questions
Q: What is the timeout policy?
A: To use PreSales Operations and Product-Field Alignment, you must have an active Salesforce token; this is controlled by your organization's Salesforce settings.
You are logged out of Vivun after two weeks of inactivity. Additionally, all users will time out after one month, regardless of activity.
Q: Why am I unable to login?
A: Make sure your Salesforce and Vivun Admin(s) at your organization have assigned you a Vivun Permission Set and Managed Package license; without both of those, you are unable to login and access Vivun.
Q: What is the exact permission that allows users to log in to PreSales Operations, Product-Field Alignment, or Xpert Analytics?
A: Vivun attempts to evaluate what permission set a user has, and allows the following users to login:
Vivun Web App:
Vivun Admin User
Vivun Manager User
Vivun Standard User
Vivun Web App and VivunAI Chrome Extension:
Vivun Admin User
Vivun Manager User
Vivun Standard User
Vivun Gap User
In order to evaluate what permission set a user has, the organization must be on Vivun Managed Package 1.5 or higher* which has the ‘PermissionSetChecker’ object, or you have granted your Integration User system permissions to allow Vivun to query the ‘PermissionSetAssignment’ object.
The above is attempted in the following order:
Try to retrieve user’s permission set using the Permission Set Checker Object, then
Try to retrieve user’s permission set using the Permission Set Assignment Object, then
Check if the user has access to the Hero Activity Object.
Q: How does Hero know how to let a Salesforce user with an Admin Profile into the Vivun Web App if that user does not have a permission set assigned?
A: Vivun follows the same approach as outlined above for users, however, instead of looking for the Hero Activity Object, we check to see if the user has access to the ‘vh2__Execution__c’ Object which is guarded by the Hero Admin permission set.