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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.

Create A Salesforce App

To integrate with Salesforce, you have to create a Salesforce app in your Salesforce.

Prerequisites

  1. A valid Salesforce Account.

  2. An account that has the Administrator role.

Create A Salesforce App

  1. Go to your Salesforce portal and click on “Setup”.

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  1. Go to PLATFORM TOOLS > Apps > App Manager, click on “New Connected App”.

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  1. In the Basic Information, enter basic details like the Connected App Name, API Name and Contact Email.

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  1. 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/salesforce to the Callback URL.

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  1. Select and add OAuth Scopes to the Selected OAuth Scopes.

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  1. 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

Note: Please do not select the ”Require proof key for Code Exchange (PKCE) Extension for Supported Authorization Flows” permission, otherwise your CloudCX will not be able to connect Salesforce properly.

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  1. Re-enter App Manager, find the newly created connected app in the list on the left, click on “View” to go to Manage Connected Apps.

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  1. 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. These values will be required while setting up in the Connector Hub.

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Configure Salesforce Integration in CloudCX

Log in to your system administrator portal 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 Account Server Address & CRM address.

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That's all the Salesforce integration, now, you can connect your Salesforce to the App & Integrations > Salesforce in your tenant here！

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