Configuration of Salesforce Sales Cloud

The Snow Integration Connector for Salesforce Sales Cloud is used to determine the number of registered Sales Cloud users.

The configuration must be started and prepared according to SaaS Connector configuration.

Prerequisites

To configure the connector, your company’s Salesforce website address and the credentials for a Salesforce account, with the permissions described below, are required.

Permissions required for the creation of the app in the Salesforce website:

  • Administrative permissions that should be selected:

    • Customize Application, which includes:

      • Manage Custom Permissions

      • View Setup and Configuration, which includes:

        • View Roles and Role Hierarchy

  • General user permissions that should be selected:

    • Manage Connected Apps

Permissions required for the authorization of the app during the OAuth process in Snow Integration Manager:

  • Administrative permissions that should be selected:

    • API Enabled

    • View Setup and Configuration, which includes:

      • View Roles and Role Hierarchy

    • View All Users

Set up a Salesforce app

  1. Log in to your company’s Salesforce website with the account with admin privileges.

  2. Select the user name in the upper-right corner of the website and select Setup.

  3. On the Build > Create menu, select Apps.

    Tip

    Search for Apps to make it easier to find the menu option Apps.

  4. In the Connected apps section, select New.

    The Create new connected app page appears.

  5. On the Create new connected app page:

    1. Enter the name of the app in the Connected app name box.

    2. Enter your email address in the Contact email box.

    3. Select the Enable OAuth settings checkbox.

      The OAuth settings section appears.

  6. In the OAuth settings section:

    1. In Callback URL, enter the following URL: https://login.salesforce.com/services/oauth2/success

    2. From the Available OAuth Scopes list, add Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) to the Selected OAuth Scopes list.

    3. Select the Require Secret for Web Server Flow checkbox.

  7. Select Save.

    The new connected app is created and the management page for the app appears. The Consumer key and the Consumer secret are found on the management page. The information is used when configuring the connector.

Configure the Salesforce Sales Cloud connector

In the Configure section at the bottom of Connector Configuration: SaaS:

  1. In the Client ID box, enter the Consumer key generated in Set up a Salesforce app.

    salescloud.png
  2. In the Client Secret box, enter the Consumer secret generated in Set up a Salesforce app.

  3. In the EndPoint box, enter the web address of your company's Salesforce website.

    Example 7.

    https://example.salesforce.com



  4. In the Redirect URI box, enter the value for the Callback URL of the created app in Set up a Salesforce app.

  5. Select Authenticate.

    A login dialog opens.

  6. Follow the login procedure to authenticate the connector with your Saleforce account.

    A dialog will inform you that the authentication was successful.

    Note

    If you are having issues with the login process, instead select Open default browser at the bottom of the login dialog. This opens the login page in your default browser instead.

    After a successfull login, copy the url in the address bar of the browser, and paste it into the text box dialog that have appeared in SIM.

  7. Select Test connection to verify the connection.

  8. If the connection could not be established, verify that the connector has been configured according to Step 1 to Step 7.

  9. Select the Active checkbox to allow the data to be aggregated.

  10. Select Save.