Selection Sub-Components
Salesforce Connected App #
How to Create a Connected App? #
- Login to your Salesforce account.
- Switch to the Salesforce Classic mode from the profile menu, and then go to the Setup page.
- From the left pane, under Build section go to Create > Apps.
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-67.png)
Scroll down and click on the New button under Connected apps.
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-68.png)
- Check the Enable OAuth Settings checkbox under API (Enable OAuth Settings) section and you will be shown more options to configure.
- Enter the Callback URL https://<clientname>.successfulchannels.com/salesforceIntegration/callback
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-69.png)
- Select the Scopes as required and save the settings.
- You will be taken to the Application Management page. Here, you will find Consumer key (Client ID) and Consumer Secret (Client Secret). (Share this detail with Successful Channels)
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-70.png)
How to Authorize Successful Channels? #
- Login to your Admin.
- From the left pane, click on Data Source > Salesforce Connected App.
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-71-1024x216.png)
- Enter the details like Client Id, Client Secret, Client URI, Redirect URI under “Authenticate” tab.
- Click on “Save Configuration” or “Connect to Salesforce”
- Connection Successful.
Object and Field Mapping Controls? #
- Login to your Admin.
- From the left pane, under Manage Salesforce section go to Connected App.
- Click on the tab “Object & Field Mappings” tab.
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-72.png)
- To configure any new object mapping click on “Set up a new mapping between Salesforce and Successful Channels Objects.”
- 1st column displays the list of available objects of Salesforce.
- 2nd column display the list of available data categories of Successful Channels.
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-73.png)
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-74.png)
- After selecting required objects from both the column click on “Map Fields”
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-75.png)
How to Schedule Data Sync Frequency? #
- Login to your Admin.
- From the left pane, under Manage Salesforce section go to Connected App.
- Click on the tab “Activate Salesforce Sync” tab.
- Activate Scheduled Sync
- Set Sync Frequency (1, 3, 6 and 10) in hours.
- Click “Save”
![](https://successfulchannels.com/wp-content/uploads/2024/02/image-76.png)
Managed Package Vs Connected App? #
Managed Package | Connected App |
Take at least 45 minutes to configure with all the settings. | Ease of Configuration |
APEX jobs execution in client SFDC ORG | No Apex Jobs |
Client Storage Limit Utilized. As data is stored in Successful Channels Custom Objects. | No Client SFDC Storage Utilization |
IT Support Required More Frequently for any update related to settings. | IT Support for Connected App Integration |
No, Flexibility to configure custom filters to sync data. Only pre-defined filters get applied. | Flexibility to configure custom filters to sync data. |
Always Need to Update Filters on Adding New Account(s). | No need to update the filters. New accounts can be added directly in Successful Channels. |
Batch Processing Limit (1500 Records) | Reliable Batch Processing (2000 Records) |
Frequent API Calls for Bulk Data Retrieval | Reduced API Calls for Bulk data Retrieval |