Salesforce Connected App #

A “connected app” is typically a structure used within platforms like Salesforce, enabling external software to securely interface and interact with the platform’s information. Successful Channels employs this connected app framework for its integration with Salesforce. There are two primary methods that Successful Channels adopts for this integration:

1. Direct Connected App Integration.
2. Successful Channels Managed Package Installation

Successful Channels Managed Package Installation #

A Managed Package is a collection of Salesforce components bundled into a single unit.These components can be anything from custom objects and fields to complex automation like Apex code.Integration of a Salesforce package involves connecting Salesforce with Successful Channels to ensure seamless data flow.

Successful Channels Managed Package Vs. Connected App #

We can distinguish how Connected Apps and Managed Packages differ in terms of security, compliance, ease of use, and purpose within the Salesforce ecosystem.

1. Security #

• Connected App: Connected Apps provide a standardized security framework.
• Managed Package: The security of a Managed Package is human-dependent

2. Compliance #

• Connected App: Often chosen for compliance-related integration scenarios.
• Managed Package: Compliance depends on the developer’s adherence to standards.

3. Ease of Use #

• Connected App: Connected Apps are generally easier to set up and use for integration purposes compared to Managed Packages.
• Managed Package: Managed Packages are complex and require more configuration and customization.

4. Purpose #

• Connected App: Connected Apps are primarily used for integrating external applications with Salesforce.
• Managed Package: Managed Packages serve a broader range of purposes within Salesforce customization and development.

5. Ownership #

• Connected App: Connected Apps are owned by external entities (Successful Channels) for integrating with Salesforce.
• Managed Package: Managed Packages are owned by Salesforce orgs for internal customization and distribution.

6. Versioning #

• Connected App: Connected Apps not require versioning due to their primary focus on external integration.
• Managed Package: Managed Packages provide version control and updates.

7. Maintenance #

• Connected App: Maintenance efforts are typically higher for Managed Packages due to ongoing updates.
• Managed Package: Connected Apps may require less ongoing maintenance for integration scenarios.

8. Cost #

• Connected App: Connected Apps generally have lower associated costs
• Managed Package: Managed Packages may include licensing fees or development costs.

Connected Apps are generally considered more reliable for integration purposes because they leverage Salesforce’s robust API infrastructure and security measures. Managed Packages, while versatile, rely on individual development and can vary in reliability based on their implementation and maintenance.

Connected App Integration (In Salesforce) #

It provides a secure bridge for Successful Channels to access and interact with the data stored in Successful Channels.

Here’s how you can configure the connected app in Salesforce and establish a link with Successful Channels.

1. Go to Salesforce login page and login as an Administrator.You will be represented with the home screen of Salesforce.

2. Navigate to the SETUP tab.

3. Under the PLATFORM TOOLS section, navigate to the Apps in the left menu. Select the App Manager option.

4. In the same window, head to the top right corner and select the option New Connected App to create new application.

5. Fill the required information in below boxes.Under the API (Enable OAuth Settings), check the option of Enable OAuth settings.

6. For the Successful Channels URL, you can navigate to the plugin’s Manage Application tab and can copy the Redirect URI as shown below:

7. Then, click on SAVE

8. Now the user will be prompted with the confirmation page, click on Continue and move on next page.

9. After this user will be able to view the app they configured, click on Manage Consumer Details button to get Consumer Key and Consumer Secret.

10. You might get a 2FA prompt depending on the login policies, enter the OTP or 2FA prompt if asked, to get Consumer Key and Consumer Secret which are necessary to enable a connection between Salesforce and Succesful Channels.

Connected App Integration (In Successful Channels) #

1. Navigate to the Successful Channels Admin. Click on (Link missing in side nav).

2. Click on Save Configuration.

3. Click on Connect to Salesforce button. You will be prompted to enter your salesforce credentials, once entered, you will be asked for certain permissions, please click on Allow to connect to Salesforce.

4. After clicking Allow, you will successfully connect to Salesforce. You will be redirected to the Object mapping tab where you can map the Salesforce fields to Successful Channels Fields.

Object Mapping #

In the first column, select the Salesforce object to which you want to push the Successful Channels data.

6. In the second column, select the Successful Channels Object, the fields of this object will be mapped to a Salesforce object.

7. Click on Map Fields to map the Salesforce fields with Successful Channels Fields. After clicking on the Map button, a pop-up will appear.

8. On the left is the Field for Selected Corresponding Object, and on the right is the field for Successful Channels Object

9. Click on the left dropdown to select the field object from which you want to copy data into the SC salesforce object. Click on the right dropdown to choose the field object in which the data from the selected field object from the left dropdown will be copied. E.g., a salesforce user wants to copy field object data of Account Name from the right dropdowninto field object data of the left dropdown Name. Check the screenshot below:

10. After selecting the field objects from the Left drop down and right drop-down, click on the Map button located next to the right dropdown

11. Every mapped field list at the bottom of the pop-up window

12. It s required to map all the fields with an asterisk from the right dropdown to sync the data from the standard salesforce object from the left dropdown fields object.

13. Repeat the same steps for other objects and fields

Use Filters and Data Type in Object Mapping #

Right now, we can Restrict the data to copy into our Custom Object through Filters and Record Type

Copy data from Client Objects to Successful Channels Custom Objects #

There are two ways to sync data/records from the standard salesforce object into SC salesforce custom object:

• Standard Sync: This action sync data based on filters applied and picks the data after the Last Sync Date.
• Comprehensive Sync: This will sync all data from client Object to Custom Object based on the filter set.

Salesforce Managed Package Installation #

The Successful Channels managed package is designed to support two directions of data synchronization with Salesforce.  
1) Level 1:  Client Object to SC Custom Object data sync
2) Level 2:  SC Custom Object Sync to SC web application

Install the Successful Channels Managed Package on your SFDC Sandbox/test Account? #

To install the package into your SFDC sandbox account, you need to follow the below instruction

1. In your browser, go to: test.salesforce.com
2. Log in to your sandbox account
3. After login, use the link:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t6F000004LE6o

Click on “Install” if the package is not installed and “Upgrade” if you install an updated version of the previously installed package.

Install the Successful Channels Managed Package on your SFDC production/live account? #

To install the package into your SFDC sandbox account, you need to follow the below instruction

1. In your browser, go to: login.salesforce.com
2. Log in to your sandbox account after login, use the link:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F000004LE6o

3. Click on “Install” if the package is not installed and “Upgrade” if you are installing an updated version of the previously installed package.

Level 1 Sync: Map Data from Client / Standard Objects to SC (Successful Channels) Salesforce Custom Objects #

After installing the Salesforce SC package in your salesforce account, it is essential to do some settings before using the salesforce package. These steps should be followed in the exact order listed below.

Step 1:  Add Data Type in Custom Settings #

1. Log in to the salesforce account
2. From the right-side header, click on “Setup”

3. In the left navigation, quick search enter “Custom Settings” and select “Custom Settings” from the list

4. On Custom Settings, select “SuccesfulChannelsDataType” by clicking “Manage”.

5. To add Data Types, click on “New”

Step 2: Map Objects and Fields #

Right now, we have One too Many Relationships in Object Mapping. We can map Client Objects with different SC Application Custom Objects.

1. Log in to the salesforce account
2. Install the package
3. Add data type in custom settings
4. Click on Map SC Objects from the main navigation, or if you do not have this option in the main navigation, find the Map SC Objects option under “All Tabs”
5. Select the client object from the “Salesforce Object to be Mapped”

6. Select the Object Type you wish to sync data from. This object type can be:

• Standard Object: Object created or used by Salesforce default
• Custom Objects: Objects created by salesforce user

• After selecting Object Type, it is required to Select-Object to Map

• Click on Map

7. Select fields for the selected object type

• After clicking on the Map button, a pop-up will appear

• On the left is the Field for Selected Corresponding Object, and on the right is the field for Successful Channels Object

• Click on the left dropdown to select the field object from which you want to copy data into the SC salesforce object. Click on the right dropdown to choose the field object in which the data from the selected field object from the left dropdown will be copied. E.g., a salesforce user wants to copy field object data of Account Name from the right dropdowninto field object data of the left dropdown Partner Name. Check the screenshot below

• After selecting the field objects from the Left drop down and right drop-down, click on the Map button located next to the right dropdown

• Every mapped field list at the bottom of the pop-up window
• It’s required to map all the fields with an asterisk from the right dropdown to sync the data from the standard salesforce object from the left dropdown fields object.
• Repeat the same steps for other objects and fields

Step 3:  Use Filters and Data Type in Object Mapping #

Right now, we can Restrict the data to copy into our Custom Object through Filters and Record Type

Step 4:  Copy data from Client Objects to Successful Channels Custom Objects #

There are two ways to sync data/records from the standard salesforce object into SC salesforce custom object:

• Standard Sync: This action sync data based on filters applied and picks the data after the Last Sync Date
• Comprehensive Sync: This will sync all data from client Object to Custom Object based on the filter set

Step 5:  Automatically copy data from Client Objects to Custom Objects #

We have Level 1 Auto Sync, which automatically copies data from client Object to Custom Object every 15 min. To use this feature admin must configure this Service through the salesforce custom setting and Developer Console. To activate level 1 auto-sync, follow the below steps.

1. Log ingin to Salesforce Account
2. Click on “setup” from right
3. In the left navigation, quick search enter “Custom Setting,” and hit enter
4. On the Custom Settings page, click on Manage in front of SuccessfulChannelsSyncSetting
5. Click on New
6. In the Name field, enter RunAutoSync
7. Click on Checkbox in front of SyncChannels unchecking the checkbox will stop level 1 syncing
8. Click on the Dropdown icon listed with the Salesforce account user name located in the right-side header
9. From the dropdown, select Developer Console
10. In the developer console, press ctrl+E or from the top header of the developer console, select Debug > Open Execute Anonymous Window
11. This action will open another window where you can enter the below code

System.schedule(‘SuccessfulChannelSyncScheduler Job 1′,’0 00 * * * ?’, new SC_Planners.SC_SyncScheduler());

System.schedule(‘SuccessfulChannelSyncScheduler Job 2’, ‘0 15 * * * ?’, new SC_Planners.SC_SyncScheduler());

System.schedule(‘SuccessfulChannelSyncScheduler Job 3’, ‘0 30 * * * ?’,new SC_Planners.SC_SyncScheduler());

System.schedule(‘SuccessfulChannelSyncScheduler Job 4’, ‘0 45 * * * ?’,

new SC_Planners.SC_SyncScheduler());

System.schedule(‘SuccessfulChannelSyncScheduler Job 1′,’0 00 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Account__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 2’, ‘0 08 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Contact__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 3’, ‘0 16 * * * ?’,new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Partner_Pipeline__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 4’, ‘0 24 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Partner_Sales__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 5’, ‘0 32 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Accreditation__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 6’, ‘0 48 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_PartnerProfile__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 7’, ‘0 56 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Task_Summary__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 8’, ‘0 56 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_Channel_Team_Sales_People__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 9’, ‘0 56 * * * ?’, new SC_Planners.SC_SyncScheduler(‘SC_Planners__SC_End_Customer_Account__c’));

System.schedule(‘SuccessfulChannelSyncScheduler Job 10’, ‘0 56 * * * ?’, new SC_Planners.SC_SyncScheduler(‘ SC_Planners__SC_Specialization__c’));

12. Click on Execute

Level 2 Sync: Synchronize data from the Successful Channels Custom Objects with the Successful Channels web application #

Step 1:  How to Setup Level 2 Sync #

1. Log in to the salesforce account
2. Click on Setup, located on the Left side of the header
3. In the left quick-search bar, type Custom Settings and click on Enter
4. Click on “Manage” in front of SuccessfulChannelsAPIUrl.

5. Click on New

6. Enter Name and Enter API URL listed below. All are required to be entered are below:

7. In the left quick-search bar, enter “Remote Site Setting”

8. Click Enter

9. Click on “New Remote Site”

10. In Remote Site Name, enter SuccessfulChannels

11. In Remote Site URL, enter https://<clientname>.successfulchannels.com

12. Select the checkbox in front of Active to activate autosync and uncheck to deactivate autosync

Step 2:  How data copy from Salesforce to SC Application #

1. There are some Standard parameters on which we copy the data from Custom Object to SC Application. And if those parameters don’t exist or the value is blank- data will not copy from Salesforce SC custom Object to SC Application.
2. We fetch 1500 records duplicate at a time from Salesforce to SC Application. This batch process runs in the background.

Step 3:  How to Validate Synced Data into SC Application #

To validate the data that is synced from the SC salesforce object in SC Application, follow the steps below

1. Go to Error! The hyperlink reference is not valid.
2. Enter Username
3. Enter Password
4. Click on Login
5. In the left navigation, click on Manage Salesforce > Salesforce Login

Enter the Salesforce Details and click Submit.

6. When level 1 Sync occurs or manual sync (Standard/Comprehensive) – it will automatically call the callouts and inserts the data in SC Applications. To view the data – Go to the left navigation and click on Manage Salesforce > Salesforce Diagnostic Report

7. On this page, you can view how much data is Inserted, Updated, or Not Synced because of some Error. Check the screenshot below

8. Clicking on the count will allow you to download a detailed excel sheet of the selected object

User Access/Permission #

The profile should have access to all SuccessfulChannels Custom Objects/Custom Fields.

• Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled
• Field-level security—set to visible and editable for all fields

Below is the list of SC Custom Objects:.