TruVoice Feedback Plus - Create Connector App - TruVoice from Corporate Visions (Formerly Primary Intelligence)

How to Create a Salesforce Connected App for TruVoice Integration

To enable the communication between TruVoice and Salesforce using APIs, create a Salesforce connected app. For information on what a Salesforce Connected App is, see the following link: Salesforce Connected Apps

This guide will show you how to:

  • Create a Salesforce connected app to enable TruVoice (an external application) to integrate with Salesforce using Salesforce APIs
  • Get the connected app’s Consumer Key and Consumer Secret that will be used in the TruVoice Feedback Plus applications settings to enable the integration

Key Steps

Follow these steps to enable TruVoice to connect with Salesforce:

  1. Create a connected app
  2. Select the integration user for the connected app
  3. Get the Consumer Key and Consumer Secret

Create a Connected App

  • Log into Salesforce and navigate to Setup.
  • In the setup search control, search for “apps” and click on the “App Manager” option to open the Connect App Manager.
  • Click on the “New Connected App” button to create the connected app.

On the New Connected App page fill in the following required fields under the Basic Information header:

  • Connected App Name: Fill in this field with a name for your connected app. The name must be a unique name within your organization, but can be any name
    • For example: “TruVoice Connected App
  • API Name: This field will automatically be populated based on the Connected App Name you entered, but can be changed to any name as needed
  • Contact Email: Enter a contact email address for the connected app

Scroll down the page to the “API (Enable OAuth Settings)” section:

  • Select the “Enable OAuth Settings” option
  • in the “Callback URL” field enter the URL of the Salesforce instance.
    • For sandbox Salesforce instances that are not using a custom domain name use the following URL: https://test.salesforce.com/services/oauth2/token
    • For production Salesforce instances that are not using a custom domain name use the following URL: https://login.salesforce.com/services/oauth2/token
    • If your organization uses a custom domain, you need to use the custom URL: https://yourcustomdomain.my.salesforce.com/services/oauth2/token
  • ┬áIn the “Selected OAuth Scopes” field, add the following scopes:
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
  • Select the checkbox to enable the “Enable Client Credentials Flow” option
  • Click the “Save” button to save the new Connected App

Select Integration User for the Connected App

Select the integration user with the proper permissions (see the TruVoice Feedback Plus installation instructions) for the connected app’s client credentials flow.

NOTE: Although there is no user interaction needed for the client credentials flow, Salesforce still requires that you specify an integration/execution user. By selecting the integration user for the connected app, you allow Salesforce to return access tokens that are required for the TruVoice Feedback Plus application, on behalf of this user.

  • Using Setup Quick Find, navigate to the “App Manager” by entering “Apps” in the search control
  • Find the connected app and click the button to display the connected app options
  • Select “Manage” to access connected app’s manage view
  • Click the “Edit Policies” button to edit the connected app’s properties
  • Scroll down to the “Client Credentials Flow” section
  • In the “Run As” field select the integration user with the necessary access and sync permissions for the TruVoice Feedback Plus application:
    • Tvfp-Access = the permission set for access to the buyer feedback insights
    • Tvfp-Sync = the permission set that enables the data sync
  • Click the “Save” button to save your changes

Get Your Consumer Key and Consumer Secret

The connected app’s consumer key and consumer secret will be used in the TruVoice Feedback Plus application settings to enable the communication between TruVoice and Salesforce.

  • Using Setup Quick Find, navigate to the “App Manager” by entering “Apps” in the search control
  • Find the connected app and click the button to display the connected app options
  • Select “View” to view the connected app
  • In the “API (Enable OAuth Settings)” section find the “Manage Consumer Details” button
  • Click the “Manage Consumer Details” button to view the Consumer Key and Consumer Secret for the connected app

NOTE: Salesforce will prompt you to verify your identify. You can view the consumer details page for up to five minutes before you will have to re-verify your identify.

  • Copy the Consumer Key and Consumer Secret for the connected app
  • Return to the TruVoice Feedback Plus installation instructions to paste the consumer key and secret into the application’s settings