Configuring Salesforce Integrations in Salesforce Dashboard.
Nothing strikes fear in the heart of a dev or support agent like having to debug Salesforce. The Salesforce dashboard is an infuriating mess, but that is for another post. This will hopefully save you a little time.
First of all, to set up your Salesforce plugin you can use the credentials (appID, Secret, etc.) shared in One Password Documents. (search on Salesforce).
You may get an error that says the callback URL is not configured properly. You will need to update your Salesforce Application in the Salesforce Dashboard. This is how it's done.
Logging into Salesforce.
- The creds are in 1 Password shared.
- The username is always being updated and changed - frustration no. 1
- 2-factor authentication is in effect, one of us gets the text message and posts it in Slack
Click on “Developing Vanilla Forums Integrations”
- Found in the top right corner of screen over the profile links and help
- In left hand nav in the section Build, go to Create > Apps
- Scroll to “Connected Apps” at the bottom of the page
- Click on “Edit” not “Manage”
It is difficult to know which is your app because we do not store the API Name in our Salesforce plugin. You have to edit them and look at the Consumer Key (App ID)
Now you’re in. Good luck.
To add a valid callback URI:
- The callback URL to be put in Salseforce is
https://<yoursiteaddress>/profile/salesforceconnect - click on Edit again at the top of the page.
To get the client Secret:
- click on the name of the app in the Connected Apps section.
Creating/Editing Custom Fields
- Click on “Developing Vanilla Forums Integrations” Found in the top right corner of screen over the profile links and help
- In left hand nav in the section Build, go to Customize
- Choose either Leads, Contacts or Cases and then choose Fields