Salesforce

Overview

Salesforce is a cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage and streamline their sales, marketing, and customer service processes.

Entitle can manage the following resource types in Salesforce:

• Profiles: Labeled as Profile in the Resource field in Entitle, with different profiles appearing under the Role field. Salesforce supports only one profile per user.
• Permission sets: Appear directly under the Resource field in Entitle. Multiple permission sets can be assigned to a single user.
• Roles: Labeled as Role in the Resource field in Entitle, with different roles appearing under Role. Salesforce supports only one role per user.

Prerequisites

• You must have an Admin account in Entitle.
• Access to your Salesforce Domain, username, password, and security token.

ℹ️

Note

The account from which the security token will be created cannot manage access to itself.

Create a new security token

1. Log in to your Salesforce account.
2. Click on your user profile icon in the top-right corner and select Settings.
3. On the left-hand menu, select Personal > Reset My Security Token.
4. Click the Reset Security Token button. Salesforce will send an email to your registered email address with a new security token.
5. Open the email and copy the security token. You will need it for the configuration later on in this guide.

Create the integration in Entitle

1. Sign in to Entitle.
2. Navigate to the Integrations page.
3. Click Add Integration.
4. In the Application field, enter Salesforce.
5. In the Save on dropdown, select Entitle cloud or your hosted agent.

6. In the Connection field:
   1. Under the 'domain' field, insert your Salesforce domain URL.
   2. Under the 'username' field, insert your Salesforce admin username.
   3. Under the 'password' field, insert your Salesforce admin password.
   4. Under the 'securityToken' field, insert your Salesforce security token.

Example Connection JSON:

{
  "domain": "<YOUR_DOMAIN>",
  "username": "<ADMIN_USERNAME>",
  "password": "<ADMIN_PASSWORD>",
  "securityToken": "<YOUR_SECURITY_TOKEN>"
}

7. Click Save, you are done!

Troubleshooting

If the configuration does not pass the validation process and results in an error, try replacing the 'domain' value with one of the options below:

1. test
2. login