Salesforce is a cloud-based CRM tool which offers Sales, Marketing, Contact management, forecast and Support functions and thereby enables you to manage your Business Processes more efficiently.
To set up your Salesforce integration in babelforce, you will need the following two prerequisites:
- administrator access to your Salesforce Lightning account
- a babelforce customer account
Creating a Connected App in Salesforce
First, log into Salesforce, then click on the small gearwheel on the top right to enter the settings section. Search for 'apps' in the Quick Find bar. Click on App Manager, then on New Connected App.
Fill in the settings like shown in the following screenshot, remember to check the box "Enable OAuth Settings" - this will reveal the section for the callback URL and the available OAuth scopes.
Give it a nice name, make sure that the API Name doesn't contain spaces, enter a valid email address.
The Callback URL depends on the environment you use, for instance, for the EU instance you would use:
https://services.babelforce.com/oauth2/callback
You can just connect to your territory by replacing the "service" part of the URL: https://{customEnv}.babelforce.com/oauth2/callback
Select the two OAuth Scopes as shown in the screenshot, then press Save.
In the app manager section, click to open the drop-down menu of the newly created app and click on View to see its details. In the overview section, find the Consumer Key and Consumer Secret fields. Copy these values and log into the babelforce manager app.
Adding Salesforce to your babelforce manager
Go to the babelforce manager. Create a new Salesforce Lightning integration by going to Integrated processes > Integrations > add integration and give it a name and color. To find your account's subdomain, go back to your Salesforce account and check the first part of the URL. In this example, the subdomain is 'eu16':
then add .salesforce.com. So in our example you would add the following Account sub domain:
- eu16.salesforce.com
Enter this information in the integration configuration under settings > "Account subdomain". If you use a custom sub-domain you must consider a couple of things. See the section below for more details.
Next, select your Salesforce API version. If you do not know on which version you have, return to Salesforce. To find the newest API version which you can use, search for 'api' in the Quick Find box, then click on Integrations > API > Generate Enterprise WSDL
Wait for the new tab to load fully, then the version should be shown at the top of the document:
In the babelforce integration config, select this version from the drop-down menu.
Now take the Consumer Key you copied from your Salesforce app, paste it into the Client ID field, and paste the Consumer Secret into the Client secret field.
If all has been entered correctly, it should look something like this:
Click Authorize and accept the prompt in the resulting new tab to complete the integration setup.
Custom sub-domain
Please be aware: if you use a custom Salesforce domain, you need to add the full account sub-domain. If you are not sure if you do, go to SETUP > My Domain in Salesforce to find out.
In the example above, we have the sub-domain mybabelforce. Also, in the first screenshot, you see the second part of the domain, -dev-ed.my.salesforce.com. So this is what you would enter as account sub-domain in our case:
- mybabelforce-dev-ed.my.salesforce.com
