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Cloudfon connector hub CloudCX Connector Hub provides integration with Salesforce via the API for CRM. The configuration is done server-side, in an easy and straightforward way. Let's follow the instructions step by step to complete the integration with Salesforce. |
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Create A Salesforce App
To integrate with Salesforce, you have to create a Salesforce app in your Salesforce.
Prerequisites
A valid Salesforce Account.
An account that has the Administrator role.
Create A Salesforce
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App
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Go to your Salesforce
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portal and click on “Setup”.
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Go to PLATFORM TOOLS > Apps > App Manager
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Click to Create a new Connected App
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Fill in some information necessary to create the app and then click "save"
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, click on “New Connected App”.
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In the Basic Information, enter basic details like the Connected App Name, API Name and Contact Email.
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In the API (Enable OAuth Settings), select Enable OAuth Settings and add the Authorized Redirect URL
https://your_cx_domain/backend/api/v2.0/integration/app/callback/api/salesforceto the Callback URL.
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Select and add OAuth Scopes to the Selected OAuth Scopes.
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Select the required permissions mentioned below for your Salesforce App, then click on “Save” to create the App.
Require Secret for Web Server Flow Require Secret for Refresh Token Flow Enable Client Credentials Flow Enable Authorization Code and Credentials Flow Require user credentials in the POST body for Authorization Code and Credentials Flow |
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Note: Please do not select the ”Require proof key for Code Exchange (PKCE) Extension for Supported Authorization
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Flows” permission, otherwise
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your CloudCX will not be able to connect Salesforce properly.
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Re-enter App Manager, find the newly created connected app in the list on the left, click
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on “View” to go to Manage Connected Apps.
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In the Manage Connected Apps, click on “Manage Consumer Details”
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In the Consumer Details, you will have to obtain the Consumer Key and Consumer Secret
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. These values will be required while setting up in the Connector Hub.
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Configure Salesforce Integration in CloudCX
Log in to the your system administrator portal , click "Advance"-> "Connector Hub Settings"-> "Salesforce" to enter the Salesforce settings page.
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Fill in the Consumer Key and Consumer Secret of your Salesforce application into Client-id and Client-Secret, and fill "https://your_cx_domain:9006, go to Advance > Connector Hub Setting > Salesforce to configure.
Paste the Consumer Key & Consumer Secret to Client ID & Client Secret, the Client ID & Client Secret obtain from Consumer Details here.
Copy the Authorized Redirect URL and paste to Callback URL here.
Enter the Salesforce login URL “https://login.salesforce.com/” into
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Account Server Address
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& CRM address
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Configure Callback for Salesforce APP
Copy Authorized Redirect URL
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Go back to Salesforce App and past the copied Authorized Redirect URL into Callback URL
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That's all the Salesforce integration, now, and then you can connect your Salesforce account to the App & Integrations > Salesforce in your tenant here！