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.

In this article

• Creating a connected app in Salesforce

Creating a connected app in Salesforce account

To create a connected app in Salesforce:

1. Log into Salesforce application with System Administrator account. (URL: https://login.salesforce.com)
   
   
   
   
2. Click on the top right and click Setup 
   
   
3. On the Navigation pane on the left, go to App Manager under PLATFORM TOOLS
   
   
   
   
4. Click  
   
   
5. Under Basic Information, enter the mandatory information including a name for your Connected App, your API Name and contact email address
   
   
   
   
6. Tick the Enable OAuth Settings checkbox under 'API (Enable OAuth Settings)'
   
   
   
   
7. 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
     
     
     
     
8. 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)
     
     
     
     
9. Click  
   
   
10. Click 
    
    
11. Click  
    
    
12. 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.
    
    
    
    
13. Click
    
    
14. On the Navigation pane on the left, go to App Manager under PLATFORM TOOLS
    
    
    
    
15. Locate the app you created and from the drop-down on the right, click on View
    
    
    
    
16. 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.