Salesforce

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  1. Login to your Salesforce account as an administrator and go to "Setup"

  2. Search for "External Client Apps" under "Apps" and click on "External Client App Manager"

  3. Click on "New External Client App" on the top right

  4. Fill the "Basic information" section

  5. Enable "OAuth Settings" and fill in the required fields

    On the "Callback URL" add https://{yourdomain}.intryc.com/settings/company/connections/salesforce/callbackarrow-up-right, where yourdomain is your Intryc domain. Select the OAuth scopes discussed for your specific integration, and disable "Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows". When you are done click "Save". After that, you can access the "Consumer Key" and "Secret" which will be required for connecting to Intryc.

  6. Go to Intryc Connections

    On Intryc, scroll down the side bar and go to Settings > Connections. Alternatively, you can use https://your-subdomain.intryc.com/settings/company/connections.

  7. Connect Salesforce

    Click "Connect" next to Salesforce. Fill out the form using the following information:

    • Salesforce Instance URL: Enter your Salesforce domain URL, e.g. https://your-org.my.salesforce.comarrow-up-right.

    • Connected App Client Key: This is the client key from your External App you created on Salesforce.

    • Connected App Client Secret: This is the client secret from your External App you created on Salesforce.

    • Data ingestion start date: This is the date from which tickets will be ingested on Intryc. There's a limit of up to 3 months.

  8. Once you fill in the details, select "Add". At this point, the integration is done. Your integration should be displayed as "Active".

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