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SalesForce integration
SalesForce integration
Updated over a week ago

To pass data from SalesLens to SalesForce, you'll need to create a new connected app in your SalesForce account settings, and then set parameters from that app in the SalesLens platform SalesForce App

1) First go to the Setup section on your SalesForce account

2) Type "App manager" in the search field

3) Click "New Connected App"


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4) Fill the following form. Type your app name, contact Email. Enable checkbox "Enable OAuth Setting". Fill Callback URL with the following value: https://app.saleslens.io/account/settings/apps/salesforce/connect
Select OAuth Scopes: chatter_api and refresh_token.
Enable checkbox "Enable Refresh token rotation"
Then click "Save"
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5) On the next screen click "Manage Consumer Details" and copy "consumer key" and "consumer secret" on the next page and place it to SalesLens platform SalesForce App, as well as your Salesforce domain In the field "YOUR SALESFORCE INSTANCE DOMAIN" , for example: yourdomain.lightning.force.com


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7) You could create additional activity fields in SalesForce and put their ID's to SalesLens settings to save additional data to the Event in SalesForce.

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