Salesforce Integration

Overview

The Salesforce integration enables you to monitor your Salesforce instance. Salesforce is a customer relationship management (CRM) platform that supports businesses in managing marketing, sales, commerce, service, and IT teams from a unified platform accessible from anywhere

• Make sure API Enabled permission is selected for the user profile in your Salesforce instance:
  1. Go to Setup > Quick Find and type Users.
  2. Select Users from the left navigation tree.
  3. In the Full Name column, select the name associated with the user account used for data collection
  4. Search for the API Enabled permission on the profile page. If it’s not present, search under System Permissions and check if the API Enabled privilege is selected. If not, enable it for data collection.
  
• Make sure that collecting data using Real-Time Event Monitoring API (external, opens in a new tab or window) is enabled:
  1. Go to Setup > Quick Find and type Event Manager
  2. Select Event Manager from the left navigation tree
  3. To monitor an event, for example, Login Event, or Logout Event, click the dropdown arrow and select Enable Storage.
  4. Check if you have the required permissions: View Real-Time Event Monitoring Data.

 Configuration

To configure the Salesforce integration, you need the following information:

• Salesforce instance URL
  
• Client key and client secret for authentication
  
• Username
  
• Password
  
• Token URL
  
• API version

1. Salesforce instance URL: 

This is the URL of your Salesforce Organization.

• Salesforce Classic: Given the example URL https://na9.salesforce.com/home/home.jsp, the Salesforce Instance URL is extracted as https://na9.salesforce.com.

2. Client key and client secret for authentication

To use this integration, you need to create a new Salesforce Application using OAuth. Follow these steps to create a connected application in Salesforce:

• Log in to Salesforce with the user credentials you want to collect data with.
• Click Setup in the top right menu bar.
  

  

• In the Search Setup box, search for App Manager and select it.
• Click New Connected App, and fill in the details:
• Enter the API name. The default is a version of the name without spaces. Only letters, numbers, and underscores are allowed. If the original app name contains any other characters, edit the default name.
• Enter the contact email for Salesforce.
  

  

• Under the API (Enable OAuth Settings) section, check the box for Enable OAuth Settings.
• In the Callback URL field, enter the instance URL as specified in Salesforce instance URL
• Select the following OAuth scopes to apply to the connected app:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • (Optional) If you encounter any permission issues during data collection, add the Full access (full) scope.
• Select Require Secret for the Web Server Flow to require the app's client secret in exchange for an access token.
• Select Require Secret for Refresh Token Flow to require the app's client secret in the authorization request of a refresh token and hybrid refresh token flow.
•  then select Manage Consumer Details under API details. Verify the user account by entering the Verification Code.
• Copy the Consumer Key and Consumer Secret from the Consumer Details section. These values should be used as the Client ID and Client Secret, respectively, in the configuration.
• Click Save. It may take approximately 10 minutes for the changes to take effect. Then Click Continue.
  

  

• Then select Manage Consumer Details under API details. Verify the user account by entering the Verification Code.
  

     

  
  
• Copy the Consumer Key and Consumer Secret from the Consumer Details section. These values should be used as the Client ID and Client Secret, respectively, in the configuration.
  

3. Username

The User ID of the registered user.

4. Password

The password used to authenticate the user with your Salesforce instance.

Note:
When using a Salesforce instance with a security token, append the token directly to your password without spaces or special characters. For example, if your password is Password and your security token is 12345 enter: Pasword12345

5. Token URL

• Use the token URL to obtain authentication tokens for API access.
• For most Salesforce instances, the token URL follows this format: https://login.salesforce.com/services/oauth2/token.
• If you're using a Salesforce sandbox environment, use https://test.salesforce.com/services/oauth2/token instead.
• For custom Salesforce domains, replace login.salesforce.com with your custom domain name. For example, if your custom domain is mycompany.my.salesforce.com, the token URL becomes https://mycompany.my.salesforce.com/services/oauth2/token. This applies to Sandbox environments as well.
• In the Salesforce integration, we internally append /services/oauth2/token to the URL. Make sure that the URL you provide in the Salesforce integration is the base URL without the /services/oauth2/token part. For example, if your custom domain is mycompany.my.salesforce.com, the complete token URL would be https://mycompany.my.salesforce.com/services/oauth2/token, but the URL you provide in the Salesforce integration should be https://mycompany.my.salesforce.com. In most cases, this is the same as the Salesforce instance URL.

NOTE: Salesforce Lightning users must use URL with *.salesforce.com domain (similar to the Salesforce instance URL) instead of *.lightning.force.com because the Salesforce API does not work with *.lightning.force.com.

6. API Version

To find the API version:

• Go to Setup > Quick Find > Apex Classes.
  
• Click New.
  
• Click the Version Settings tab.
  
• Refer to the Version dropdown for the API Version number.

Please provide these credential requirements to CyTech Support:

• Salesforce instance URL
  
• Client key and client secret for authentication
  
• Username
  
• Password
  
• Token URL
  
• API version

                                          References: https://www.integrate.io/blog/salesforce-rest-api-integration/

If you need further assistance, kindly contact our support at support@cytechint.com for prompt assistance and guidance.