When adding Salesforce as an integration, the preferred route is to complete the Salesforce authentication via Salesforce's "OAuth Authentication" method.

If you are unable to use that authentication method for any reason, we support authenticating via a email, password and security token as well.

Step by Step Guide:

This assumes you have completed Step 2 in the Salesforce Setup guide to gather the Consumer Id and Secret

Step 1: Retrieve Username and Password of Salesforce Integration User

Step 2: Retrieve Security Token for the Integration User

  1. Log in to Salesforce as the user you want Engagio to connect to Salesforce with, your "Sync User"
  2. Click the drop down button in the upper right corner next to the user's name
  3. Click My Settings
  4. From Personal, click Reset My Security Token
  5. Click Reset Security Token button
  6. Check your email to retrieve the security token

Step 3: Engagio Admins head over to the Integrations page

Step 4: Click Create Data Source at the bottom of the screen

Step 5: Click the Salesforce Icon

Step 6: Use the Password OAuth Type when setting up the Salesforce Integration

Step 7: Enter all details gathered in the steps above

Step 8: Click Save

Step 9: Return to Step 3 in the Salesforce Setup Guide