This article will help you perform your first steps in order to set up an integration between Cuseum and Salesforce.
The Basics We Need From You:
Salesforce Instance URL (https://customer.lightning.force.com)
User account we can use to connect (check below if you want to use an API-only account instead)
Salesforce Connected App
User Permissions Level
(Desired) We will need an access level that enables us to review member records, fields, data structures, and create and reset the SalesForce Security Token. Feel free to talk about this with your onboarding expert in case you have questions.
Below is the full list of Salesforce-data points we need from you in order to complete the integration between your Salesforce instance and Cuseum:
Instance URL
Username - Use a @cuseum.com domain name preferably (i.e [email protected]).
Password
Security Token
Client ID
Client Secret
How to Generate a Security Token
You might already have this at this point, but in case you don't, here's some articles on how to create security tokens (mandatory for the API to be able to connect):
Creating a Connected App on Salesforce
To connect Cuseum CMS and Salesforce via API, you'll need to set-up a "Connected App" on your Salesforce instance.
After you've successfully created this new "Connected App," you'll be able to access "client id" and "client secret" keys.
Helpful URLs:
Create a Connected App for OAuth
Path: Setup > Apps > App Manager > New Connected App.
You need to fill/enable the following fields:
Connected App Name: Cuseum
API Name: Cuseum
Contact Email: [email protected]
Under API (Enable OAuth Settings), check the box for "Enable OAuth Settings"
Callback URL: https://app.cuseum.com
Locate "Selected OAuth Scopes" select "Full access (full)"
Locate "Require Secret for Web Server Flow" and make the box is checked.
Click "Save"
After you've successfully created a new "Connected App," you'll be redirected to the newly created app's setting page.
Consumer Key & Consumer Secret
Under the "API (Enable OAuth Settings)" section, and take note of the "Consumer Key" and "Consumer Secret".
To access the Cuseum "Connected App" whenever you need it, you can find it through "App Manager" or "Manage Connected Apps"
API-Only user configuration
To connect Cuseum with a Salesforce API only user we will need you to create a permission set, and then assign it to our user (the one you created at the beginning)
Visual example of a permission set:
You will need to assign it to our user in the users' view:
And that should be it! We're happy to help you with this process so you don't have to do it alone. Feel free to ask your onboarding expert, or email [email protected] for more details/assistance.