How to configure Salesforce and ONEiO for successful integration

Introduction

This document shows an example of what needs to be done in Salesforce to make it integration-ready with ONEiO. Note also, that the number of fields used in integrations might vary. The document also describes what ONEiO needs to be able to send messages to the Salesforce instance. Currently, the self-service integration provides supports for:

  • Case

Additionally, ONEiO can provide supports for:

  • Asset

  • Contact

  • Contract

  • Lead

  • Opportunity

  • Order

  • Product

For any questions related to setting up the integration, please send mail to support@oneio.cloud. You can sign up for a free trial of ONEiO from the following link:  ONEiO Free Trial

Access from ONEiO to Salesforce

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ONEiO accesses Salesforce by using Salesforce REST API.

Salesforce to ONEiO Flow Settings

ONEiO Application for Salesforce

Please install the package from this link.

Application Installation Steps

  • Use the link and log in with your Salesforce account if needed.

  • Select "Install for All Users"

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  • Approve Third Party Access

  • Complete installation process

  • Then go to ONEiO application

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ONEiO Application Settings

  • On the application page, 2 things are needed to be done;

    • Create a user by using ONEiO username and password

    • Create an integration rule

ONEiO Account Creation

ONEiO username and password can be gathered from ONEiO Endpoint page. After a new endpoint is started to be created, ONEiO username and password will be available.

 

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Integration Rule Creation

After creating of ONEiO account, an integration rule should be created based on need. And related ONEiO account should be selected for the rule.

 

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  • Settings for Salesforce to ONEiO flow are completed at this point.

ONEiO to Salesforce Flow Settings

Salesforce Side

Create Integration user on Salesforce

On Salesforce;

  • Click clog symbol and "Setup" on the navigation bar.

  • Navigate to teh left side of the page and search "App Manager" in Quick Find

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  • Click "New Connected App" on the top right of the page

  • Fill "Basic Information" Form

    • Contact email must belong to Salesforce Integration user.

      • Integration user’s id, security token, and email address are going to be used on ONEiO Endpoint page.

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  • After some scrolling, on Enable OAuth settings

    • Check “Enable OAuth Settings”

    • Check “Enable for Device Flow” ( “callback URL” is filled)

    • On Available OAuth Scopes Give “Full Access”

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  • After saving application, click continue. On the opened page, there will be information required;

    • Consumer Key

    • Consumer Secret

ONEiO Side

On Endpoint page, while editing new endpoint;

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Salesforce User User’s email address of integration user
Salesforce User ID Unique identifier of integration user
Password Password of user
Security Token The token can be taken by clicking Profile avatar then Settings → My Personal Information → Reset My Security Token.
Client ID Consumer Key. Can be taken from related Connected App
Client Secret Consumer Secret. To be taken from related Connected App

 

After completing settings on Salesforce and ONEiO, you can use ONEiO Rule Robot for integrating Salesforce with set on Endpoint Types on ONEiO.

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