Send Salesforce Data to Insider One

Leveraging the Insider One and Salesforce integration capabilities, you can easily send data from Salesforce to Insider One and utilize it with Insider One’s extensive capabilities.

To enable Insider One to authenticate with Salesforce, you must register Insider One within Salesforce as your own Connected App to receive OAuth Client ID and Client Secret values.

This integration guide answers the following questions:

• What are the use cases for Salesforce integration?
• How can I map the attributes to get from Salesforce and sync to Insider One?
  
• How can I create my App within Salesforce?
• How can I set up Salesforce integration on Insider One's InOne panel?

Use Cases

Using the Salesforce connector enables you to sync the selected data from the Leads object, Contacts object, Opportunities object, and Custom objects.

During configuration, you can also set some filters to decide which data should be synced. For example:

• Sync up the leads whose emails do not contain “@yourbrandname.com”
• Assume that you have 150 fields in your Leads object. You can define which fields you want to sync to Insider One. So, only the selected data will be sent to Insider One.

After having set up the data connection, you can enable these use cases:

• Whenever a lead is collected on Salesforce, the connector will sync that lead, and the lead can get into an Architect journey. Within the journey, if the user performs a specific action, such as booking a reservation, Insider One can send a personalized SMS to the lead with their reservation details in the SMS.
• Whenever a contact’s loyalty status turns into “Premium” from “Gold” on Salesforce, Insider One can send a personalized email informing the contact about the benefits of their new loyalty status.

Field Mapping before Setup

You need to provide mapping for the attributes you want to get from Salesforce and sync to Insider One. 

For the fields you want to send to Insider One, you will need field mapping as follows;

1. On your Salesforce account, navigate to Setup > Object Manager.
2. Choose the label you want to get custom fields from.
3. Click Fields & Relationships.
4. Provide the value of the Field Name for the custom field you want to sync.
5. You should also decide on the name of the user attribute on Insider One for the corresponding user field.

For example, you can set Field Name as test__c on your Salesforce account while you might want to see the attribute as Insider_test at Insider One's InOne panel.

Create your App within Salesforce

You can register for a free Salesforce Developer Edition account here or log into your existing Salesforce account if you have one. You can use any Salesforce account to create a Connected App; it doesn’t have to be a Developer Edition account, but we highly suggest you use a Sandbox account, as Connected Apps are destroyed when they are refreshed.

Salesforce Classic

1. Log in to your Salesforce account.
2. Click Setup in the top right of the screen.
3. From the menu on the left, select Build > Create > Apps.
4. From the Connected Apps table, click New.

Lightning Experience

1. Log in to your Salesforce account.
2. Click Setup in the top right of the screen.
3. From the menu on the left, select Platform Tools > Apps > App Manager.
4. Click New Connected App.

Basic Information

Whether you are using Salesforce Classic or Lightning Experience, when you land on the New Connected App screen, complete the form as follows:

• Connected App Name: Enter a name for your application
• API Name: This will default to the same value as your Connected App Name
• Contact Email: Your email address

API (Enable OAuth Settings)

Mark the Enable OAuth Settings box to display further options.

• Callback URL: You must add a callback URL to allow Salesforce to be used in your Insider One Console. The URL is https://insider.cyclr.com/connector/callback
• Selected OAuth Scopes: You must add the following 2 Scopes to enable Insider One to use your App:
  • Full access (full)(recommended), or if you know which data you wish to restrict, you can select it from this list.
  • Perform requests on your behalf at any time (refresh_token, offline_access)

Save your App configurations. Take notes of your Consumer Key and Consumer Secret values under Manage Consumer Details, since you will need to provide this information for Insider One's InOne panel.

If you try to use your app before you update it, you might encounter this error.

Insider One Setup

After your Salesforce App configuration, now set it up within Insider One.

1. To reach the External Platform Integrations page, go to Insider One's InOne panel and navigate to Components > Integrations > External Integrations. 
2. Click on the Salesforce platform to view methods in the Salesforce category. 
3. Choose the method you want to integrate.
4. Enter the following values:
   1. Client ID:  the Consumer Key of your Salesforce Connected App.
   2. Client Secret: the Consumer Secret of your Salesforce Connected App.
   3. Set Is Sandbox to false.
   4. Set Use PKCE? to true if you have enabled the "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" checkbox on your Connected App in Salesforce.
5. Enter your partner name in the provided field. (Navigate to InOne > InOne Settings > Account Preferences to reach your partner name.)
6. Your Insider One API Key will be automatically filled in if you have previously defined it.
   To use integrations here, you should have access to the Upsert User API. If you haven’t done so, contact the Insider One team.
7. Click Next to log in to your Salesforce account and finalize the settings. Note that the Salesforce login page will not appear if you are already logged in.