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

In order for the Salesforce Integration license user to go through the permission based, it should be assigned an appropriate Permission Set with the necessary configuration to allow the API requests to execute successfully.

These are the steps to configure it:

• Navigate to Setup from the header.

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

• 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 do the previous step (as for the Account) for the following Objects from the list: Opportunities, Leads, and Contacts.

• 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.