Now that you have:
1) Validated you meet the Salesforce requirements
2) Installed our AppExchange package
3) Created a Connected App in Salesforce

We're ready to add the Salesforce Integration inside of Engagio.

We support connecting to Salesforce via OAuth or with a Password and Security Token.

Connecting Salesforce via OAuth

OAuth means logging in through the Salesforce login screen.

Prerequisites:
Ability to log in to Salesforce via the SFDC Login screen as the desired integration user (ensure you have the password, etc)

Step 1: Completely log out of Salesforce, ensuring every window / tab is fully logged out. This is important.

Step 2: Engagio Admins head over to the Integrations page

Step 3: Click Create Data Source at the bottom of the screen

Step 4: Click the Salesforce Icon

Step 5: Change OAuth Type to be Access Token

Step 6: Enter the Consumer Key and Secret you got from following this guide

Step 7: If applicable, enter your Salesforce Custom Domain. You would put engagio if your Salesforce URL was engagio.my.salesforce.com

Step 8: Click Save, you will be taken to the Salesforce login screen to log in and authenticate the Engagio application.

Connecting Salesforce via Password

If you are unable to complete the integration using the OAuth Access Token method described above, we do support connecting via a user's email address, password, and security token.

SFDC Sandbox Mode

If you're connecting Engagio to your SFDC Sandbox account, make sure to check the "Sandbox mode" box.

Next Steps

Up next, we'll be finishing up our Salesforce setup by adding Engagio fields to the page layouts, adding Engagio as a tab in Salesforce, and adding our Visualforce Components.