Custom Configure Salesforce in CloudCX Tenant

Owned by SUPPORT
Last updated: Nov 06, 2024
4 min read

Salesforce Custom Configuration provides Tenants 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 custom integration with Salesforce in Tenant.

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.

  1. In the API (Enable OAuth Settings), select Enable OAuth Settings and add the Authorized Redirect URL https://your_cx_domain/api/v2.0/integration/app/callback/api/salesforce to the Callback URL.

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

 

  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

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.

 

  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.

  1. In the Manage Connected Apps, click on “Manage Consumer Details”

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 Salesforce custom configuration.

Configure Salesforce Integration in CloudCX

  1. Click on “custom configuration” enter the custom configuration page.

  1. Enter the below requested values, then click on “Next”. The Salesforce custom configuration page will be closed automatically.

  1. Click on “Connect with Salesforce” and then login with your Salesforce account.

Note: You need to have particular sets of permissions in your Salesforce account for the integration to work. It is recommended that you use an Admin SF account.

  1. Click on “Allow” to approve the permission requests from your CloudCX system, the Salesforce connect page will be closed automatically.

  1. The connected Salesforce account will be shown on the App & Integrations > Settings. Now, CloudCX will be able to save or update visitor’s information to the connected Salesforce account.

Warning Message

This warning message indicates that the Salesforce CRM Application is incorrect or invalid.