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Salesforce Integrations

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Authorization Process With Salesforce

To integrate with salesforce follow, the below steps.

Process of Authorization and Integration

  1. Search & Select Salesforce from the actions pages.
  1. Integration Name: Set the proper integration name Default it’s taken “Salesforce”.
  1. Client ID & Client Secret: To get a new Client Id & Client secret,
    • Go to your Salesforce site and log in.
    • Go to Setup > PLATFORM TOOLS > Apps > App Manager and hit on “New Connected App” button
    • Give your App a name.
    • Enable OAuth Settings – Set callback URL. Copy Authorized Redirect URIs and paste it into callback URL field.
    • Add an OAuth scope you want or simply add all scsope
  1. After completing these steps click on Manage Consumer Details button to see the client id and secret.
  1. Then copy the Client ID and Client Secret and paste it into integration setting. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
  1. Select a Module from the drop-down list.
    • ✅ The available Action in Salesforce
    • 👉 Create Contact
      👉 Create lead
      👉 Create Account
      👉 Create Campaign
      👉 Add campaign member
      👉 Create Task
      👉 Opportunity Create
      👉 Event Create
      👉 Create Case
  1. Map all the mandatory fields to the corresponding fields in your form/task. After mapping the desired field click on Next.
  1. Now save the integration by clicking the “Finish & Save.” Button
  1. Bit Integrations have an option in every integration called “Timeline,” where you can check integration success or error status.
  1. Also, you can Edit Clone Delete the integration.
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