Step by step for setting up Salesforce Integration
Before you get started, please ensure you have appropriate permission in Salesforce to set up this Connected App.
First, Create a Connected App in Salesforce
Next, Configure your connected app in Salesforce
Initially, you will need to complete:
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Connected App Name: The internal name for the application.
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API Name: This is autogenerated; it's the internal name for the Connected App in your instance
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Contact Email: You can set this to info@scopestack.io
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In the API (Enable OAuth Settings) section, check the Enable OAuth Settings checkbox to reveal additional options. Now you can select OAuth Scopes.
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Fill in the Callback URL for ScopeStack: https://app.scopestack.io/admin/salesforce_apps/callback
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Under Available OAuth Scopes, you can select Full access.
Click Save after entering the configuration as described above.
Copy Consumer Key and Secret for use in ScopeStack
You will be redirected to a page where you can view the app information. To view your Consumer Key and Secret, look under the API (Enable OAuth Settings) section.
Click the Manage Consumer Details button to view the Consumer Key and Secret.
Configure in ScopeStack
To configure the app, navigate to Settings > Connected Apps and click on Salesforce
Enter your Type of Account, Sales Force Host, Consumer Key, and Consumer Secret in the appropriate boxes.
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Your Type of account will either be a Sandbox account if you are doing testing with a Sandbox instance of Salesforce or a Production account.
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Your Salesforce Host will typically follow the pattern of https://something.my.salesforce.com
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The opportunity stages will override the default opportunities that are pulled in with the stages you define.
Click Submit
Allow Access
You're all set!
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