How to configure Salesforce for integration with ONEiO

Introduction

This article serves as a comprehensive, step-by-step guide to assist you in establishing an integration between Salesforce and ONEiO. The Salesforce objects currently listed are:

• Case
• Asset
• Contact
• Contract
• Lead
• Opportunity
• Order
• Product
• Any Custom Objects

Currently, only object Case is supported for integrations made with Rule Robot.

To check how to integrate a Salesforce Custom Object, visit the article How to set up a Salesforce Custom Object in ONEiO.

In case you have questions related to setting up the integration, send an email to support@oneio.cloud.

You can sign up for a free trial of ONEiO from the following link: ONEiO Free Trial

Overview

This article gives an overview of the required steps to integrate ONEiO and Salesforce. In this guide, we cover the following steps required for bi-directional communication between ONEiO and Salesforce.

1. Create a Salesforce developer account
2. Create a New Connected App in Salesforce
3. Create Salesforce endpoint in ONEiO app
4. Create ONEiO Account and Integration rule in Salesforce

Sending messages from ONEiO to Salesforce

ONEiO accesses Salesforce by using Salesforce REST API.

Create a Salesforce developer account

To get started, sign up for a Salesforce developer account by visiting this link: https://developer.salesforce.com/signup and fill in the form. This action will generate a developer instance with a base URL resembling https://[your-instance]-dev-ed.develop.my.salesforce.com.

Install the ONEiO Integration components package

Install the ONEio integration components package by simply clicking on this link. 

During the installation process, you'll be prompted to enter your login credentials and follow a few straightforward steps. 

• Select "Install for All Users"

• Approve Third Party Access

• Complete installation process

 

Create a New Connected App in Salesforce

With the installation successfully completed, let's proceed to configure the settings. From the Setup menu, navigate to App Manager. Click on "New Connected App" and fill in all the required fields. Ensure that you provide information for all the mandatory fields.

Let's walk through this step-by-step.

Basic Information
Connected App Name	Fill the field with a name of your choice
API Name	added automatically
Contact Email	add the integration user's email

API (Enable OAuth Settings)
Enable OAuth Settings	✔
Callback URL	https://login.salesforce.com/services/oauth2/success
Selected OAuth Scopes	Access the Salesforce API Platform (sfap_api)
Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows	✔
Require Secret for Web Server Flow	✔
Require Secret for Refresh Token Flow	✔

Custom Connected App Handler
Run As	click on the search bar icon and select the integration user from the options provided.

Click on Save and then click on Continue.

Now, you can view all the details of your recently created ONEiO app in Salesforce, including the generated credentials. To access your credentials, which include the Consumer Key and Consumer Secret, click on Manage Consumer Details and proceed to log in. 

 

Note

Information like Consumer Key, Consumer Secret and Security Token is sensitive, and it's strongly discouraged to write it down in a note. We recommend directly copying it from Salesforce and pasting it into ONEiO, and vice versa. The mention of using a note is solely to facilitate a smooth training experience, eliminating the need to switch back and forth between Salesforce and ONEiO. 

 

Make a note of your Consumer Key and Consumer Secret; they will be required for future steps in the integration process.

 

Now, let's retrieve the Security Token. Navigate to your Profile icon and click on Settings to proceed. 

 

 

In the left sidebar menu, select Reset My Security Token. In the new tab, click on the Reset My Security Token button. This action will prompt the system to send an email containing the new Security Token to you. Once received, make a note of the new Security Token alongside the other information you have saved earlier.

 

Navigate to

Setup   Identity   OAuth   OpenID Connect Settings

Ensure that both Allow OAuth Username-Password Flows and Allow OAuth User-Agent Flows are toggled on.

 

Moving forward, let's retrieve the Integration user's username. Click on your Profile icon and select the user name associated with the Integration User. You can find the username in the URL as shown in the below image. Make a note of it.

 

 

 

Create Salesforce endpoint in ONEiO app

Now that we have gathered all the necessary information, let's head over to ONEiO and initiate the creation of a new Salesforce endpoint. This step will establish the connection between Salesforce and ONEiO. Let's proceed with the setup in ONEiO.

 

 

Fill in the required fields in ONEiO with the information you previously gathered, as demonstrated below:

 

 

Important

The Base URL must be retrieved from Salesforce Classic regardless of the Salesforce version you are using (I.e. Lightning). You can switch to Salesforce Classic by clicking on the Profile Icon and then on Switch to Salesforce Classic. The Base URL looks like this:

https://[your-instance].develop.my.salesforce.com

 

Note

Keep the OAuth2 Token URL field empty during the initial setup. This field will be automatically populated after the endpoint is created. Ensure that you do not manually input information into this field at this stage of the configuration.

Click on Create.

 

Create ONEiO Account and Integration rule in Salesforce

Let's return to Salesforce to create a ONEiO's account. Click on the cube dots icon, search for ONEiO, and select ONEiO Account Settings.

 

 

On the right side, click on New.

 

 

The Username and Password are retrievable in ONEiO.

Go to ONEiO and open your endpoint in Edit mode (ensure you are in edit mode to generate the password).

Copy the Username from ONEiO and paste it into the corresponding field in Salesforce.

Next, in ONEiO, click on the Generate new password button and then on Generate. This will create a new password for the integration user.

 

Click on Copy password to clipboard:

 

 

After closing the popup in ONEiO, click on "Save Changes." and paste the newly generated password into Salesforce.

 

 

Click on Save.

Now, let's proceed to create a basic rule. On the right side, click on Create Rule.

 

 

Create Integration Rule
Name	name of your choice
Object	Case
Field	CaseNumber
Operator	NOT IN
Values	12345

 

Click on Save.

 

We've completed the setup. To ensure everything works as expected, perform a test by logging in with an account different from the Integration User. This is very important because Cases created through the Integration User's account will be ignored.

 

 

Fill in the case details and click on "Save." Afterward, navigate to the ONEiO app and access the "Messages" section. 

 

 

Here, you should see the message related to the case. This step confirms that the integration is successfully capturing and processing the data between Salesforce and ONEiO. If all is well, your integration is functioning as expected.

 

Happy integrating!