Salesforce

Reset Your Security Token

If you have previously connected other apps and already have your Security Token, you don't need to reset it.  You can skip this part and use the one you already have. 

Click your user profile icon in the top right corner, then click Settings.

In the menu on the left, click Reset My Security Token, then click the Reset Security Token button.

Your Security Token will be sent to you by email. You will need to enter it into the Daktela integration.

Create a New Connected App

Click the Settings icon in the top right corner, then click Setup.

In the menu on the left, scroll down to Platform Tools, open Apps and click App Manager:

Click New Connected App:

Under Basic Information, fill out:

Connected App Name: type any name.

API Name: will be filled out automatically, you don't need to change the name.

Contact Email: enter any email address.

You can leave the other fields blank.

Under API:

Enable OAuth Settings: check the box.

Callback URL: enter any URL (e.g. https://yourinstance.daktela.com).

Selected OAuth Scopes: select Access and manage your data (api) and click the Add button to move it into the Selected field.

Don't change any of the other settings.

Save the app using the button at the top of the form. The App details will open.

You will need to enter the Consumer Key and Consumer Secret into the Daktela integration.

Set up the Daktela Integration

Enter Your SalesForce Details Into Daktela

In Daktela, go to Manage → Integrations, click Configure under SalesForce, then fill out the individual fields:

Field	Description
CRM Database	Select into which CRM Database you want to synchronise your data.
Instance URI	Enter your SalesForce URL, e.g. https://yourname.my.salesforce.com/ If you are using SalesForce Lightning, temporarily switch to SalesForce Classic and enter its URL.
User name	Enter the user name you use to log in to SalesForce.
Password	Enter the password you use to log in to SalesForce.
Security token	Enter the Security Token you generated in the first section of this walkthrough.
Client ID	Enter your Connected App Consumer Key that you generated in the second section of this walkthrough.
Client secret	Enter your Connected App Consumer Secret that you generated in the second section of this walkthrough.

Click Authorise.

Map Your CRM Fields

A list of your Daktela CRM fields will open. Select the SalesForce field you want to synchronise with each field in Daktela.

Click Activate.