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Communications Mining Developer Guide
Last updated Nov 26, 2024

Salesforce integration

Setup

Note:

CONTACT US

The Salesforce Integration will be set up by a Communications Mining engineer using the information you provide.

Once you created the Connected App, please contact support with the following details.

Connection Details
NAMEDESCRIPTION
Consumer KeyA long string of letters and numbers, found on the page for the Connected App
Consumer SecretA long string of letters and numbers, found on the page for the Connected App
Instance URLYour Salesforce instance URL, e.g. um6.salesforce.com, see Salesforce documentation for how to find it

Salesforce Objects

The Salesforce Integration can be configured to poll for any of your standard or custom Salesforce objects. For each object you would like to sync into Communications Mining, please provide the Salesforce API names of the objects and its fields.

Permissions

Please ensure that the user used to authenticate the integration has "Read" and "View All" access to the objects and "Read" access to the fields you would like to sync into Communications Mining.

OAuth2 Authentication

The integration needs to be authenticated to get access to your Salesforce data. This is done through OAuth2 with an authorized Salesforce account. You should authenticate the integration using the same account that was used to set up the Connected App.

  1. Navigate to the authentication URL that we provided. It will look like this:
    https://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticatehttps://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticate
    
    where <mydomain> is your tenant domain, and <project-name>/<integration-name> are the project and name of your Salesforce Integration.
  2. You will be automatically redirected to a Salesforce login page. Log in with the Salesforce account that will provide access to the integration. The browser will redirect to a confirmation page.
    Salesforce OAuth2 Login Page

  3. On the confirmation page, approve the requested permissions.
    Salesforce OAuth2 Confirmation Page

  4. Once done, you should be redirected back to https://<my_tenant>.reinfer.io with a notification indicating the integration was configured successfully.
  • Setup
  • OAuth2 Authentication

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