Salesforce

Manage Co-Sell Opportunities and Private Offers directly from your Salesforce.

Prerequisites

Before integrating Salesforce with Clazar, ensure you have the following:

  • Clazar Account: An active Clazar account with Super Admin or Admin user privileges is required to access the Integration Screen and configure the integration.
  • Salesforce Account: You need a valid Salesforce account with administrative access to authorize Clazar for integration.
  • Clazar User in Salesforce (Recommended): Create a dedicated Clazar user account within your Salesforce instance, specifically for integration purposes. Refer to Step 2 for more details.
  • Salesforce User License: The Salesforce user intended for integration must have the Salesforce license or another license allowing control over Salesforce Standard Object permissions.
  • Salesforce Object and Field Knowledge: Familiarity with the Salesforce objects and fields you intend to integrate with Clazar is essential for proper mapping and configuration.

Salesforce Integration Steps

Navigate: Settings > Apps > Salesforce


Step 1: Install Clazar Salesforce Managed Package

  • To install the managed package, click on the Install Widget button.
  • Log in to your Salesforce instance where you want to install the Clazar Salesforce Managed Package.
  • Please confirm the instance URL where you want to install the Clazar Salesforce managed package so that we can ensure it is installed on the correct instance.
  • Recommended: Select the Install for Admins Only option during the package installation to maintain better control over access and permissions.
  • Acknowledge and click the Install button to complete the installation.
  • After the package is fully installed, you will receive an email notification confirming the installation's completion.

Step 2: Create a Clazar User in Salesforce

To communicate with Salesforce, Clazar uses the OAuth 2.0 Web Server Flow.

  • Ensure you have a Salesforce Account with API access.

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Recommended

Create a dedicated user for integration. Learn more at Create a secure Salesforce API user.

  • The user must have the Salesforce license to access Salesforce Standard Object permissions.
  • The Salesforce OAuth process requires a regular user who has access to the web UI to be used.

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Note:

An "API-only" user cannot be used for this purpose.

Ensure the user has at least the following access permissions for relevant objects:

ObjectReadCreateEditDelete
Accountsβœ…βœ…
Contactsβœ…βœ…βœ…
Opportunitiesβœ…βœ…βœ…
Quoteβœ…βœ…βœ…

Step 4: Connect Salesforce

  • Now you can connect Salesforce to Clazar using either the same user that you created or any other user with the necessary permissions.
  • Grant Clazar access by clicking Allow.
  • Upon successful login, the Connect App button changes to Disconnect App and displays a Green Check Mark.

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Good to Know!!

After successfully connecting to Salesforce, Clazar can now access your Salesforce objects to perform field and object mapping.


Disconnect Salesforce

To disconnect the Salesforce integration:

  • Click the Disconnect App button. Confirm the disconnection when prompted.
  • Click the Disconnect button to disconnect the app. Click No or X to cancel.

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Be Careful

When you disconnect the app from Clazar, all app credentials are instantly deleted. To fully uninstall the app, you should also delete it from your Salesforce account.

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Good to Know

All mappings will be lost upon connecting to another Salesforce instance, resulting in permanent deletion of old records.

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Do you know?

Please note that only one account can be connected at a time. You can connect to either Salesforce Prod, Sandbox, or Developer account at a time.


Authenticate Salesforce User to Clazar User

  • To use the Clazar widget to perform actions within Salesforce, users must first authenticate themselves through Salesforce authentication.
  • This process grants them access to necessary features and verifies their permissions.
  • Navigate: Settings > Profile
  • Grant Clazar Salesforce App access by clicking Allow.
  • Upon successful login, the Connect App button changes to Disconnect App and displays a Green Check Mark.