SalesForce Integration

This article describes the SalesForce integration and how to connect your SalesForce account to the DCO.

  1. Open your company workspace.

  2. Select gear icon in top right corner and select “Setup“ tab.

  3. In the side menu select “Apps“ tab, then “App Manager“ section and press “New Connected App“.

  4. Fill all the required fields, select “Enable OAuth Settings“, fill security fields with the specific Scopes(as showed in the picture) and press “Save“ button in the bottom of the page.

  5. Press “Manage Consumer Details“ to check your app credentials.

  6. Save “Consumer Key“ and “Consumer Secret” values ,they are required to connect SalesForce integration.

  7. Also save prefix of your workspace, it will be used as as tenant for your integration.