Saleforces

Note

Your site must run under https to allow salesforce integration.

Note

You will need one of those Salesforce account: : Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

Create a Connected Salesforce App

  • Sign in to your Salesforce.com developer account. If you were in Salesforce Classic, switch to Lightning Experience
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  • Click Setup button located on top right of the header.
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  • In the left navigation column, under App Setup, select App Manager
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  • In the Connected Apps section, click New.
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  • Complete the Basic Information, and in the API section, select Enable OAuth Settings.
  • In the new OAuth settings that appear, for Callback URL, type the fully qualified domain name of your server, using the https protocol, and append the following text to the URL: https://your_site_domain/auth/integration/salesforce/callback

For example: Move the following items from Available OAuth Scopes to Selected OAuth Scopes: - Access and manage your data (api) - Access your basic information (id) - Perform requests on your behalf at any time (refresh_token)

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  • Click Save

Get API Credentials

  • Back to App Manager, scroll to your new app, click More Button, select View.
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  • In next screen, you will get your App credentials
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  • After you save the app, Salesforce populates the API section with the following IDs that you will use to configure: Consumer Key, Consumer Secret, Callback URL.

Integrate with your site

Open Administration page, navigate to Settings->Integrations. Fill the Salesforce form with following value:

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