Salesforce

Integrating Salesforce

To set up a salesforce integration:

• Navigate to Connect Apps.

• Click on Salesforce.

• Click +Add Account.

• Select Private or Shared.

  • If selecting shared, choose Discovery or Permission-based and select the groups/memebers to share the link with. If choosing permission-based, you will need to follow the steps in the Salesforce Permission-Based Integration below.

• Select the resource types you want to sync to Unleash.

• Click Done.

If you want to index custom objects or custom fields contact your unleash representative

Salesforce Permission-Based Integration

To allow the Salesforce Integration license user to support the permissions-based mode, an appropriate Permission Set with the necessary configuration should be assigned to allow the API requests to execute successfully.

Here are the steps to configure it:

• Navigate to Setup from the header.

• On the left side of the navigation panel, in the search bar, navigate to Permission Sets.

• Click on New to create a new Permission Set.

• Enter the Label and click Save. After clicking the Save, it should navigate you to the screen for that Permission Set.

• On the screen for the new Permission Set, click on the Object Settings. This will navigate you to a new page.

• Click on the Account. This will navigate you to configure Accounts.

• Click on Edit, and for the Object Permissions, check on the Read checkbox and the View All checkbox. Note that the ‘view all’ is critical; otherwise, the user will only see records explicitly shared with them.

• Then, go back to the Object Settings and repeat the previous step (as for the Account) for the following Objects from the list below:

Then continue to the next steps:

• Go to the new Permission Set Screen and click on System Permissions. This will take you to a new page.

• On that page, check the Permission checkboxes for the following fields: “Manage Profiles and Permission” Sets and “View Setup and Configuration.”

• Click Save.

• Assign that Permission Set to the (Salesforce Integration) User. To do this, navigate to Users through the left-side navigation panel.

• Click on the (Salesforce Integration) User for which you want to add the Permission Set. This will navigate you to that user’s settings page.

• Scroll to the Permission Set Assignments section.

• Click on Edit Assignments.

• Now, you should add the newly created Permission Set from the Available Permission Sets to the Enabled Permission Sets.

• Click Save.

• At this point, the user should have the necessary permissions to connect.