Setting up a Salesforce Service Cloud Integration
There are a few steps we ask you to take so that Jebbit can securely receive access to perform the integration. You will need administrative access to your account to perform these steps.
1. Create a connected app with the following permissions
Access and manage your data (api).
Perform requests on your behalf at any time (refresh_token, offline_access).
The Salesforce Documentation for creating a connected app can be found here at this link.
2. Copy the client_id, client_secret, and redirect_uri from the connected app into a .txt file to provide to Jebbit
The Salesforce Documentation on authentication details for connected apps can be found here at this link.
3. Copy the External IDs for any Standard or Custom Contact Fields you would like to collect data for.
Copy the API auth details and contact field information (including external IDs for any standard or customer contact fields) into a .txt file. Include your name and company name in the name of your .txt file.
4. Copy API Integration Information to a .txt file
Copy the API auth details and contact field information into a .txt file. Additionally, include your name and company name in the name of your .txt file.
Example File
File Name:
John Doe - Company A.txt
Content:
client_id: ##########
client_secret: ##########
redirect_uri: xxXXxxXXxxxxxXXXX
External ID for Standard/Custom Contact Field(s): ##########
5. 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.
The Jebbit Integrations Team will be notified once this information is submitted, and will be in contact with you regarding timelines and testing. Please contact your Customer Success Representative with any questions or concerns.