Communication with Salesforce uses its REST API, and authentication to it is provided by the OAuth protocol.
To connect Eventmaker to your Salesforce instance, you must have a user account with an Administrator profile (or Marketing with API rights); a connected app must also be created on your Salesforce instance, which will provide the consumer key and consumer secret that are essential to establish the connection.
This article will explain how to create the connected app and how to make the connection between Eventmaker and Salesforce using it.
Step 1
Go to the Setup area of your Salesforce instance, then from the navigation go to the App Manager tab. Finally click New Connected App.
Step 2
Fill in the required basic information: we recommend naming the app "Eventmaker" to identify it more easily; for the contact email address, provide that of your technical contact at Eventmaker, or failing that your operational contact.
Step 3
In the API section, enable OAuth settings, then configure as follows :
Callback URLs: if this is a sandbox https://test.salesforce.com/, otherwise https://login.salesforce.com/ ; and https://app.eventmaker.io/oauth/salesforce/callback
Selected OAuth scopes :
Access the identity URL service
Access unique user identifiers
Make requests at any time
Manage user data via APIs
The rest of the form can be left blank.
Finally, save the app.
Step 4
Now go to the Connected Apps tab, and click Manage Connected Apps. You can see your new connected app "Eventmaker" in the list.
Click Edit.
In the OAuth Policies section, configure the following :
Permitted Users: All users may self-authorize
Refresh token policy: The refresh token is valid until revoked
The rest of the form can be left blank.
Click Save.
Step 5
Back in Eventmaker, go to the third-party tools marketplace via the Integrations tab, then click Salesforce.
It's finally time to connect Eventmaker and Salesforce. To do this, enter the consumer key and consumer secret retrieved earlier, indicate whether your Salesforce instance is a sandbox or not. Finally click the Connect to Salesforce button.
A Salesforce login window will open, where you must use the administrator user account to log in and then accept the permissions. Thanks to this, Eventmaker will be able to retrieve via the Salesforce API the other information necessary for authentication, notably your Salesforce instance URL and your access token. Finally you will be redirected to the form that indicates whether the authentication is valid.
You can then continue configuring your Salesforce integration.