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

  1. Navigate to Setup > App Manager
  2. Create a New Connected App
  1. 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 two following URLs:

https://[YourIntranetURL]/salesforce/Account/RetrieveAccessToken

https://[YourIntranetURL]/marketplace/salesforce/account/sign-in/oauth2

https://intranet.acme.com/salesforce/Account/RetrieveAccessToken

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

From 24th March 2021, Interact will deprecate the use of the following Redirect URL - https://[YourIntranetURL]/salesforce/Account/RetrieveAccessToken

  1. Obtain the Consumer Key and Consumer Secret for the newly created Connected App

Configuring Interact Marketplace

  1. From Application Settings > Control Panel > Marketplace, select Salesforce
  2. Specify the Client ID and Client Secret from the Salesforce App.
  3. 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.)