Salesforce Integration
Eligible Salesforce versions
The SoundGTM Salesforce integration currently supports the following versions of Salesforce:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
- Professional Edition (with API access add-on)
Parameters needed to enable the integration
- Consumer Key : get it from the connected app view page from Consumer Key and Secret.
- Consumer Secret : get it from the connected app view page from Consumer Key and Secret.
- Host: get it from My Domain Settings under the company settings
Steps
- Login to Salesforce and go to Settings > Advanced Setup
- On the left hand side, go to Platform Tools > Apps > App Manager
- Click "New Connected App"
- Enter in the following fields
- Connected App Name: SoundGTM
- Contact Email: your email
- Click checkbox for Enable OAuth Settings
- Callback URL: https://www.app.soundgtm.com
- Add the OAuth Scope "Manage user data via APIs (api)"
- Click the checkboxes for "Enable Client Credentials Flow"
- Save, and press Continue
- From the Connected App Detail Page, click "Manage" and then click "Edit Policies" button
- Go to "Client Credentials Flow," click the magnifying glass to select a user, as Save
- Go back to App Manager and view the newly created Connected App (in the left nav under Platform Tools > Apps > App Manager)
- Click the arrow next to the app and click "View"
- Click "Manage Consumer Details" to view the Consumer Key and Secret
- Log into SoundGTM, and go to CRM Integrations (in Admin console) and input the Consumer Key, Consumer Secret, and host domain in the Salesforce section