Set up a Salesforce Connection
Webloytics allows for direct integration into Salesforce to send leads in, and get status updates and ROI back out and into Webolytics. To do this, a safe connection to Salesforce needs to be set up against the Vendor that is connecting to Salesforce.
Setting up a Salesforce User
Before webolytics can be connected to Salesforce, the user which will be used for the API connection will need to be defined. Create a new user, or request an admin user form your CRM Manager.
Once the user has been verified, a Security Token will need to be generated for the user-in-question. Navigate to USER_NAME_HERE > Setup > Personal Setup > My Personal Information > Reset My Security Token.
Click “Reset Security Token”. An email will then be sent to the user’s email account, which contains the security token.
Important: Keep the security token safe, and to hand. If it is updated, then all API connections that use it will need to be updated too.
Manage Connected Apps
We have built a module to allow for multiple instances of salesforce to be hooked up with Webolytics
To connect Webolytics to Salesforce, navigate to Setup > Apps > App Manager
Click ”New Connected App” on the top-right of the window.
Fill in the information on the form presented.
Important: Ensure OAuth Settings is ticked.
For the Callback URL, please use:
https://portal.webolytics.com/modules/salesforce/oauth_callback.php
Once the form is completed, click submit button, and then wait 2-10 minutes for the changes made to initiate.
To connect Webolytics to Salesforce, navigate to Setup > Apps > App Manager.
Scroll down to “Webolytics” and click ‘View” on the right tool bar for the record.
On the next page, copy the “Consumer Key” and “Consumer Secret” . These will be used to connect to Webolytics.
Log into webolytics, and go to the Admin > Vendors and select the desired vendor > Edit.
On the edit view, go to the bottom-right, and click on the Edit symbol next to the “Salesforce Lead Capture” module.
Click the free + box on the top right of the panel, and fill in the form.
Once completed, click ‘Create’.
You will now be presented with your saved Connection in Webolytics. Test the connection, to ensure that everything is entered properly. To do this, click on Test Salesforce Connection icon to the right of the record.
Click ‘Test Salesforce Connection” on the next page. When this is clicked for the first time, Salesforce will ask for authentication against the app. Click ‘Allow’, and the app will have connected successfully.
Once the connection is established, you will be able to then map the Webolytics form values to the Salesforce field inputs.