To connect Salesforce data to Coho, follow the next steps:
Go to Setup:
In the search menu type “App Manager” and select it.
Click on “New Connected App”
Fill the form as detailed below, and save:
Once the connected app is created go to “Manage” and under “Client Credentials Flow” select “Run as” and choose “Integration User”.
If you don’t have an “Integration User”, follow the steps described here:
Make sure the user has sufficient permissions to read Accounts, Contacts, Leads, and Oppurtunities.
In the search menu type “App Manager” again, find the connected app and select “View”.
Select “Manage Consumer Details”
Copy and save the client id and secret, and send them over to Coho
Send to Coho your Salesforce domain.In Setup go to “My Domain”. The required value to send is under “Current My Domain URL”.
Coho’s Salesforce inbound connector enriches existing users and accounts with Salesforce data. To do so we require a mapping between the field used in your source event to determine the userId/accountId and the corresponding field in your Salesforce contact/account.
For example:
If your source events are as so:
{
"userId": "123",
"accountId": "abc"
}
And your Salesforce objects are as so:Contact:
{
"id": "...",
"your_custom_contact_id__c": "123"
}
Account:
{
"id": "...",
"your_custom_account_id__c": "abc"
}
Then the mapping you will need to pass is:
userId --> your_custom_contact_id__c
accountId --> your_custom_account_id__c