Priava's Salesforce integration allows you to share information about events, opportunities, contacts (both account contacts and person accounts), and organisations including their associated tasks, notes and file attachments between Priava and Salesforce in real-time.
Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.
Please make sure you have completed all items outlined on the Configuration Prerequisite Checklist prior to configuring this integration.
Creating a connected app in Salesforce account
To create a connected app in Salesforce:
- Log into Salesforce application with System Administrator account. (URL: https://login.salesforce.com)
- Click
on the top right and click Setup - On the Navigation pane on the left, go to App Manager under PLATFORM TOOLS
- Click
- Under Basic Information, enter the mandatory information including a name for your Connected App, your API Name and contact email address
- Tick the Enable OAuth Settings checkbox under 'API (Enable OAuth Settings)'
- Add the relevant callback URLs in the Callback URL text box
- For UK/EU customers please include:
https://eu-sandbox-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://eu-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://app.lightsceptre.com/rest/salesforce/authCallback - For APAC customers please include:
https://apac-sandbox-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://apac-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://app.lightsceptre.com/rest/salesforce/authCallback - For US customers please include:
https://us-sandbox-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://us-app.priava.com/api/rest/v2/salesforceSync/authCallback
https://app.lightsceptre.com/rest/salesforce/authCallback
Note: It might take a few minutes for Callback URI to get registered with Salesforce
- For UK/EU customers please include:
- Under Selected OAuth Scopes section, add the following scopes from 'Available OAuth Scopes' to 'Selected OAuth Scopes':
- Full access (full)
- Perform requests on your behalf at any time (refresh_token, offline_access)
- Click
- Click
- Click
- Under OAuth Policies, set the selection for 'Permitted Users' field to All users may self-authorize, 'IP Relaxation' field to Relax IP restrictions and for 'Refresh Token Policy' field to Refresh token is valid until revoked.
- Click
- On the Navigation pane on the left, go to App Manager under PLATFORM TOOLS
- Locate the app you created and from the drop-down on the right, click on View
- Under 'API (Enable OAuth Settings)', you will find the Consumer Key and Consumer Secret values. Save these values as they will be required for Salesforce Authentication in Priava.
Now that you have created your Connected App, read this article to learn how to configure your integration in Priava Admin. Remember you will need the Consumer Key and Consumer Secret mentioned above to configure this integration.