Jebbit makes it easy to add users as Leads and/or Contacts in SFSC.
The Lead/Contact fields in SFSC are mapped to your Jebbit mapped attribute IDs and the values passed for these attributes.
Setting up a Salesforce Sales Cloud Integration
There are a few steps we ask you to take so that Jebbit can:
Securely receive access to perform the integration.
Know which data points from Jebbit to send to SFSC.
You will need administrative access to your account to perform these steps.
1. Create a Connected App & Copy API Details to a .txt File
You will first need to create a Connected App in Salesforce.
Next, you will need to Enable OAuth Settings for API Integration. You will be prompted to select OAuth scopes to apply to your connected app, please select the following scopes: Access and manage your data, Allow access to Lightning applications, & Perform requests on your behalf at any time. Additionally, make sure you have IP Relaxation set to “Relax IP Restrictions”.
Under the API settings, copy and paste the Consumer Key, Consumer Secret, and Callback URL to a .txt file that you will submit to Jebbit in Step 5.
2. Create an API User for Jebbit
Create a user in Salesforce with the email: integrations@jebbit.com
Go to Setup | Manage Users | Profiles
Open the profile of the new User. Click Edit.
Scroll down to Administrative Permissions and check the “API Enabled” box.
Assign the following permissions to this user profile: Read, Create, Edit, Delete, View All, Modify All on all standard and custom objects.
3. Provide Data Mappings from Jebbit to Salesforce
Aside from the Email, select the specific Jebbit attributes you would like to move to Salesforce, and to what Salesforce Object and Salesforce Fields you would like to map these attributes to.
Clarify whether you will be collecting EU data, Non-EU data, or both.
Copy the information from the previous steps above into your .txt file created in Step 1.
Include your name and company name in the name of your .txt file. For example:
File Name:
John Doe - Company A.txt
Content:
Consumer Key: XXXXXXXX
Consumer Secret: XXXXXXXX
Callback URL: https://CompanyA.lightning.force.com/
Non-EU Data
Username:
Password:
Lead Object:
Jebbit Attribute: First Name, Salesforce Field: FirstName
Jebbit Attribute: Last Name, Salesforce Field: LastName
Jebbit Attribute: Business Name, Salesforce Field: Business_Name
Contact Object:
Jebbit Attribute: First Name, Salesforce Field: FirstName
Jebbit Attribute: Last Name, Salesforce Field: LastName
Jebbit Attribute: Business Name, Salesforce Field: Business_Name
Jebbit Attribute: Phone Number, Salesforce Field: MobilePhone
4. Submit your .txt file via Dropbox File Request
For security reasons, we ask that you transfer the information from your .txt file via Dropbox File request. Please submit your file using this URL.
Our Jebbit Integrations Team will be notified once this information is submitted, and will be in contact with you regarding timelines and testing.