Salesforce Integration Instructions and Details

mhalper2000

Administrator
#1
Integration Overview

Functionality:

With this integration, when you create a new contact in SalesScripter, that contact and most of the main fields will be sent over to Salesforce creating a matching contact on the Salesforce side. The integration will also send over calls logged in SalesScripter using the “Log an Interaction” feature for the related contact record in Salesforce.

This integration will work with both Salesforce Lighting and Salesforce Classic.

Setup Steps:

Check Your Salesforce Edition: This integration is only available for the following Salesforce Editions: Enterprise, Unlimited, Developer, and Performance. Check to make sure that you are using a Salesforce Edition that is compatible.

1) Open Salesforce CRM
2) Click on the profile icon at the top right corner
3) Click on "Switch to Salesforce Classic" link
4) move your mouse over tab, you can see you edition

Allow Workbench: You will have to set up and give permission the a tool in Salesforce called Workbench.

1) open link https://workbench.developerforce.com/login.php
2) Select the Environment as Production
3) Select latest API version
4) check terms of services checkbox
5) Click on "Login with Salesforce" button
6) it will ask you to allow access for first time only

Connect App: You need to create an app in CRM to generate the consumer key and consumer secret.

1) Go to CRM
2) Click on the setup icon at the top right corner
3) Click on “Apps” under "Platform tools" section
4) Click on "App Manager"
5) Click on "New connected App" button at the top right corner
6) Fill "Basic Information" Data
7) In “API (Enable OAuth Settings)” section click on “Enable OAuth Settings” checkbox
8) In the Callback URL text enter this url "https://salesscripter.com/pro/crm/getTokenForSalesforce"
9) In "selected OAuth Scopes" dropdown select "Full access(full)" option and then click on the add button
10) Click on "save" button to save the record, click on “continue”
11) You will see details of your app
12) Copy "Consumer Key and Consumer Secret key" and paste into the matching fields on this page
13) Click on Apps-->Connected Apps-->Manage Connected Apps
14) You will see the app that you have created, now click on "Edit" button in "Action" column
15) In the "IP Relaxation" dropdown select "Relax IP restriction"
16) Click on “Save” to save the record

Copy Instance Name:

1) Suppose URL of your CRM is starting with "ap15.lightning.force.com" or "ap15.salesforceforce.com" then your instance name is "ap15"
2) copy this instance name and insert it in the field on this page and save record

Fields that will be sent from SalesScripter to Salesforce:
  • First name
  • Last name
  • Phone
  • Mobile
  • Title
  • Department
  • Account name
  • Linked profile
  • Website
  • Mailing Street
  • Mailing City
  • Mailing State
  • Mailing Zip
  • Mailing Country
  • Description
  • Email
  • Date of Birth
 
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