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Salesforce Integration

Integrating Salesforce with Cyver can provide powerful CRM features and seamless data integration. This guide walks you through the process, including creating a connected app, setting up OAuth settings, mapping your Salesforce objects with Cyver, and more.

1. Creating a Connected App in Salesforce

To start integrating Salesforce with Cyver, you first need to create a Connected App in Salesforce. This app will provide the necessary credentials and permissions for Cyver to interact with Salesforce. Follow this guide for more information on connected apps.

1.1 Configure API (OAuth) Settings

  • OAuth: Under "API (Enable OAuth Settings)", check "Enable OAuth Settings".
  • Callback URL: Enter the URL where Salesforce will send the OAuth tokens. It must be your tenant domain, plus this endpoint: 'salesforce/callback'.
    • E.g.: https://mycyverdomain.com/salesforce/callback
  • Choose the necessary permissions under Selected OAuth Scopes: :
    • Manage user data via APIs (api)
    • Manage user data via Web browsers (web)
    • Perform requests at any time (refresh_token, offline_access)
    • Access unique user identifiers (openid) 
  • Only check the following options after that:
    • Require Secret for Web Server Flow
    • Require Secret for Refresh Token Flow

1.2 Save and Continue

  • Click "Save". You may need to wait a few minutes for the app to be fully created.

1.3 Retrieve Client ID and Client Secret

  • After the app is created, you'll see a "Manage Consumer Details" button. Press it to see your "Consumer Key" (Client ID) and "Consumer Secret" (Client Secret). Keep these safe, as you'll need them for Cyver.

2. Setup Salesforce integration on Cyver

  • Go to Administration -> Integrations -> Salesforce. Press the "Setup Salesforce Integration" button.
    • Enter your Salesforce domain. E.g.: if your full URL is https://companyname-test.my.salesforce.com, only type companyname-test.
    • Enter your Consumer Key and Consumer Secret.
    • If your Salesforce instance is a sandbox instance, check the box.
    • Press "Save".
  • After that, a button to give Cyver authorization to your Salesforce instance should appear. Click on it and login into your Salesforce account if needed.
  • If everything is setup correctly, you should be redirected to the "Integrations" page again.

3. Salesforce Configuration 

To interact with Salesforce data, Cyver needs to know the API names of the objects it will update or retrieve. In this guide we will map the "Project" Cyver entity and their "Status" to a Salesforce object of your choice.

3.1 Understanding Salesforce Object API Names

Salesforce objects have standard API names (e.g., Account, Contact) and custom object names (e.g., Custom_Object__c). The API names are case-sensitive and must be used accurately in API requests.

3.2 Get your Salesforce Object API Names

  • Go to your Salesforce instance, navigate to "Setup" and then to "Object Manager".
  • Locate the object that you want to map to Cyver.
    • We will need to create a field to match the "Code" property on "Project". Create a new field for this purpose. The "General Options" section should look like this:
    • Create a new field to hold the "Status" value of the Project. If you configure this field as a "Picklist", their values must match exactly the status names on Cyver.
  • Get the API Names of your "Project" object, "Code" and "Status" fields.

3.3 Enter information into Cyver

  • Go to the "Salesforce" tab again and click on "Settings".
  • Subscribe to the events you want. For this guide we will only select "ProjectStatusUpdated".
  • Enter the object/fields API names you got from the previous section.
  • Click "Save".
  • If everything is setup correctly, you should see that information on the Salesforce tab.

4. Try the Salesforce integration 

  • Open a "Project" on Cyver and get the "Code".
  • Enter this code on the Salesforce equivalent object, specifically on the "Code" field we previously created.
  • Go back to Cyver and change the status of the selected "Project".
  • The same status should appear on the Salesforce equivalent after a few seconds. 

You can also remove the integration at any time.

 

If you have any trouble with the integration, please contact support.

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