Salesforce Customer Relationship Management (CRM) platform helps businesses manage sales, customer service, marketing, and analytics in one unified system. For detailed information, refer to the Salesforce’s official documentation.

Integration Method: API

Tables: User Inventory Info (5003), Authentication (3002), API Activity (6003)

The integration supports the following events.

This integration supports the following versions.

Prerequisites

• The user should have access to the Salesforce portal with an account that has the Global Administrator privileges. 

• The user should have access to the DataBee console.

Configuration Overview

1. Generate API credentials for Salesforce with required permissions.

2. Create Salesforce Data Feed in the DataBee console with the required credentials.

   DataBee Parameter	Salesforce Parameter
   Secret Key	client_secret
   Key Id	client_id
   API URL(<instance>)	Rest Endpoint URL

Salesforce Configuration

1. Log in to Salesforce portal with an account that has the Administrator privileges.

2. Create a connected app in Salesforce and enable the Client Credentials Flow option by selecting the Enable Client Credentials Flow checkbox.

   
   

3. In the Manage Connected App screen,

   1. Add the ‘Run As’ user.

   2. OAuth Policies: Choose Admin approved users are pre-authorized.

   3. Verify that your service account has the necessary permission set assigned, including correct object and field access.

      
      

4. In the connected app,

   1. Navigate to the Manage Permission Sets section and add the permission set assigned to your service account.

      
      

5. Click the button Manage Consumer Details in the app to obtain the Client ID and Client Secret.

   
   

6. Copy the client_id and client_secret for later use.

DataBee Configuration

1. Login to the DataBee UI, navigate to Data > Data Feeds and click the Add New Data Feed button.

   
   

2. Search for Salesforce and click on it as shown below.

   
   

3. Click on the API Ingest option for collection method.

   
   

4. Enter feed contact information and click Next.

   
   

5. In the configuration page, confirm the following:

   • Authorization Method: Token URL Auth

   • Secret Key: Paste Secret Key generated earlier in the Salesforce portal.

   • Key Id: Paste Key Id generated earlier in the Salesforce portal.

   • Token URL: Replace <instance> from your Salesforce information.

   • API URL: Replace <instance> from your Salesforce information.

   • Event Types: Preselected for all the event types that integration pulls.

   

6. Click Submit.

Troubleshooting Tips

• If you encounter an "Invalid " or "Unauthorized" error, it may be due to incorrect credentials. Please double-check that the Secret Key and Key Id are entered correctly. To avoid any issues, consider pasting it into a text editor to ensure there are no extra spaces or unexpected characters before reconfiguring the DataBee feed.