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How to connect to SalesForce

Connect Email Opt-in module to SalesForce.

To connect your SalesForce account, you will need the following:

  1. A SalesForce Instance URL.

  2. A SalesForce Consumer Key.

  3. A SalesForce Consumer Secret key.

  4. A SalesForce Organization ID.

Get the required Data.

  1. Log in to your SalesForce account.

Create a Connected App

  1. Using the Left Sidebar, click on the Apps → App Manager.
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    Load the Apps page

  2. Click on the New Connected App button (top right corner).
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    Create a new Connected App

  3. Fill out the required information:

    1. Connected App Name

    2. API name

    3. Contact email

    Connected App required details

  4. Enable the Enable OAuth Settings option.
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    Enable OAuth Settings

  5. Add the page URL where the Email Opt-in module is located as the Call Back URL.
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    Set up the callback URL

  6. From the options list, choose Full Access and click on the Add Icon.
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    Grant FullAccess to the app

  7. Click the Save button.
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    Save the changes

Get the Consumer Key and Secret Key

  1. Click the Manage Consumer Details button.
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    Get the consumer key and secret

  2. Verify your identity by entering the verification code in your email address.
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    Verity the identity

  3. Take note of your Consumer Key and Consumer Secret.
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    Copy the Consumer Key and Secret

Get the Organization ID

  1. Open the settings panel by clicking on the gear icon.

  2. Click on the Open Advanced Setup.
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    Open the Advanced Settings

  3. From the left sidebar, choose Settings → Company Settings → Company information.
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    Open the Company Information page

  4. Copy the Salesforce.com Organization ID's value.

Connect Email Opt-in module to SaleForce

  1. Open the Email Opt-in module Settings modal window.

  2. Go to the Content Tab → Email Account.

  3. Select SalesForce from the provider's list.

  4. Click on the Add button.

  5. Fill in the following fields:

    1. Name - It can be anything you want. For example, you can use my-saleforce

    2. Instance URL - The URL of your Salesforce Account Dashboard (after you have logged in).

    3. Consumer Key - Paste the Consumer Key for the connected App.

    4. Consumer Secret - Paste the Consumer Secret for the connected App.

    5. Organization ID - Paste the Organization ID.

    Authentificate the SalesForce account

  6. Click on the Submit button.

  7. Choose the SalesForce list you want to use.

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