Step 3: Create the Salesforce Integration in Engagio
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.
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.
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.