The Salesforce integration is a native type integration: Scorebuddy is made available in the Salesforce environment, not the other way around. A prerequisite of our Salesforce integration is the Agent Insight module activation.
For the integration setup, a managed package will need to be installed via the App Exchange and configured in the Salesforce org. The users' mapping will be processed in Salesforce.
Setup the API Admin in Salesforce
Below you can see our testing environment details as an example:
Name: Test User
Email: test8000@mailinator.com
Role: Standard User
Password: Password3&
Permission set “SB Admin” should be assigned for API Admin user.
Create a Global Admin profile in Scorebuddy
Login to Scorebuddy -> Go to Admin -> Add User
There is an example below. Scorebuddy Admin and Salesforce Admin can have different Username and password.
Name: Test User
Scorebuddy (Salesforce) Username (e-mail format!): test8000@mailinator.com
Scorebuddy New Password: Password3&
Hit Add User – profile is created.
Make a record of the ID of the Test User that was just created
By going to Admin -> Users -> ID automatically appears for the user once added. Write down the ID number.
Make a record of the Scorebuddy instance ID
Which you can find by going to Admin -> Usage -> Scorebuddy ID.
Create a Connected App
Refer to Section 6 of your Post Install guide for these steps.
Make a connect of the SF API user in Scorebuddy
Go to Score – select Interactions – click on More on the top right-hand side and select View Integrations.
Select Salesforce and paste Client ID And Client Secret that was created and configured in your Salesforce Connected App which can be retrieved from the Manage Consumer Details section and go to the Salesforce login page by clicking on the ‘connect Salesforce to Scorebuddy button’
Now you can log out of Scorebuddy.
The Admin can then follow the Post Install Instructions within their SF instance to finish the rest of the set up.
Any queries please contact support@scorebuddyqa.com