Salesforce
The Salesforce widget within Interact Software allows a user to search accounts, leads, tasks, and campaigns. A user connects to Salesforce using Salesforces's OAuth 2.0 login. Before this widget functions in Interact Software, you must create an App within your instance of Salesforce, how to can be found below.
Make sure your Salesforce Instance has REST API Support and it is Enabled
Generally speaking, the following do not have REST API Support.
- Group Edition
- Essentials Edition
- Professional Edition (available via additional purchase)
The following editions generally have REST API Support.
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Creating a Connected App
- Navigate to Setup > App Manager
- Create a New Connected App
- Use the table below to populate the required fields.
| Field | Value | Example |
|---|---|---|
| Connected App Name | The name of your application which will be seen by users | Acme Intranet |
| Contact Email | A contact for users of the application | [email protected] |
| Enable OAuth Settings | Checked | Checked |
| Callback URL | Add the following URL: https://[YourIntranetURL]/marketplace/salesforce/account/sign-in/oauth2 | https://intranet.acme.com/marketplace/salesforce/account/sign-in/oauth2 |
| Selected OAuth Scopes | - Access and manage your data (api) - Access custom permissions (custom_permissions) - Access your basic information (id, profile, email, address, phone) - Full access (full) - Perform requests on your behalf at any time (refresh_token, offline_access) - Provide access to your data via the Web (web) | |
| Require Secret for Web Server Flow | Checked | |
| Require Secret for Refresh Token Flow | Checked |
Callback URL Deprecation
In March 2021, Interact deprecated the use of the following Redirect URL - https://[YourIntranetURL]/salesforce/Account/RetrieveAccessToken. You must update the URL as described in the table above to maintain access for the widget.
- Obtain the Consumer Key and Consumer Secret for the newly created Connected App
Configuring Interact Marketplace
- From Application Settings > Control Panel > Marketplace, select Salesforce
- Specify the Consumer Key and Consumer Secret from the Salesforce App.
- Click Save
Editing Marketplace Configuration
The editing of existing Marketplace Configuration options, will forcibly purge authentication tokens of all users who have used the integration. Therefore requiring them to re-authenticate before being able to use the integration again, any scope changes will be immediately applied to the new access tokens (existing service provider access tokens won't automatically pick up changes until re-authentication.)
Updated about 1 year ago