Here are the steps to integrate Digioh with Salesforce Sales Cloud and update records 2-way read/write (rather than just create records, one-way write)
1. Follow these steps to create a Salesforce Sales Cloud (Salesforce CRM) Connected App
Here are the primary steps from that page:
- From Setup, enter “Apps" in the Quick Find box, and select App Manager.
- Click New Connected App.
- Fill out all of the required information.
Here is an example of how to fill in the information:
For Connected App Name and API Name, just enter:
For Contact Email, use: your email or firstname.lastname@example.org
Select the “Enable OAuth Settings” checkbox.
Select the “Enable for Device Flow” checkbox.
Select the “Require Secret for Web Server Flow” checkbox.
For a “Callback URL” use this:
For permissions/scopes, we would need:
It doesn’t matter what you select for “Introspect all Tokens” checkbox. And just leave the other checkboxes unchecked. It also doesn’t matter what you enter in the other sections below the API section.
2. Next in a new Tab, open up your Digioh Account, go to Integrations, select “Salesforce” from the drop down and enter in your API Endpoint URL, Domain, Consumer Key, Consumer Secret, and Scopes. Feel free to email us this information as well and we can set that up for you.
Here are the fields we need to enter in Digioh for the Sales Cloud integration: