How to Integrate with Salesforce CRM – Sales Cloud (update record)

Follow these steps to integrate Digioh with Salesforce Sales Cloud and update records 2-way read/write (rather than just create records, one-way write).

1. Create a Salesforce Sales Cloud (Salesforce CRM) Connected App using these steps:
https://help.salesforce.com/articleView?id=sf.connected_app_create_basics.htm&type=5

Here are the primary steps from that page:

  1. From Setup, enter “Apps" in the Quick Find box, and select App Manager.
  2. Click New Connected App.
  3. 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:
Digioh

For Contact Email, use: your email or salesforce@digioh.com

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:
https://account.digioh.com/Integration/SalesforceOAuthCallback

For permissions/scopes, we would need:
-api
-refresh_token, offline_access

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. In a new Tab, open your Digioh Account, go to Integrations, select “Salesforce” from the drop-down, and enter your API Endpoint URL, Domain, Consumer Key, Consumer Secret, and Scopes. Feel free to email us this information, and we can set it up for you instead.

Here are the fields we need to enter in Digioh for the Sales Cloud integration: