Seamlessly connect your SugarAI and Salesforce to unify your sales and customer data. This integration enables effortless two-way synchronization of Accounts, Contacts, Leads, and Opportunities, ensuring that both systems stay perfectly aligned. Empower your teams with real-time updates, improved lead management, and accurate pipeline visibility without manual data entry. Boost collaboration between teams, enhance customer engagement, and drive smarter business decisions.
Admin Guide
Process to Get Token
1. How To Get Client ID and Client Secret?
- To obtain the Client ID and Client Secret for the Salesforce connection, navigrate to SetUp under Settings in Salesforce.
- To obtain the Client ID and Client Secret for the Salesforce connection, navigrate to SetUp under Settings in Salesforce.
- Under SetUp, goto the External Client App Sections. Then turn On the option "Allow access to external client app consumer secret via REST API" and Create a New Connected App.
- Under SetUp, goto the External Client App Sections. Then turn On the option "Allow access to external client app consumer secret via REST API" and Create a New Connected App.
- While Creating the app, Enter the "Basic Information", then Enable "Enable OAuth Settings". In the Callback URL field, Enter "https://login.salesforce.com/services/oauth2/callback", and in the ""Selected OAuth Scopes Section, select the required Options.
- While Creating the app, Enter the "Basic Information", then Enable "Enable OAuth Settings". In the Callback URL field, Enter "https://login.salesforce.com/services/oauth2/callback", and in the ""Selected OAuth Scopes Section, select the required Options.
- Go to App Manager and Search for the app you created.
- Go to App Manager and Search for the app you created.
- Click the "Manager Consumer Details" button. After completing the verification, the Client Key and Client Secret will be displayed.
- Click the "Manager Consumer Details" button. After completing the verification, the Client Key and Client Secret will be displayed.
2. How To Get User ID for Default Salesforce Owner?
- Go To "SetUp" in Navigate "Object Manager" and navigate "User".
- Go To "SetUp" in Navigate "Object Manager" and navigate "User".
- Go in User module and navigate "Fields & Relationships". then create a new field called "User ID".
- Go in User module and navigate "Fields & Relationships". then create a new field called "User ID".
- New field in type set "Formula" and then click on "next".
- New field in type set "Formula" and then click on "next".
- Enter the desired field name, and under "Formula options", Select the field type as "text". then click on "next".
- Enter the desired field name, and under "Formula options", Select the field type as "text". then click on "next".
- Enter the formula in the "Advanced Formula" tab in given textarea, then click "next" until the save button appears. Finally click "Save" to create the field.
- Enter the formula in the "Advanced Formula" tab in given textarea, then click "next" until the save button appears. Finally click "Save" to create the field.
- After creating the field, navigate to User Page Layout and click User layout. When the layout page opens, drag and drop the newly created field into the layout and save.
- After creating the field, navigate to User Page Layout and click User layout. When the layout page opens, drag and drop the newly created field into the layout and save.
- If the created field is not visible in layout, open the field and click on "Set Field-Level Security". set the field to visible for all profiles, then click save.
- If the created field is not visible in layout, open the field and click on "Set Field-Level Security". set the field to visible for all profiles, then click save.
3. SugarAI In Salesforce Connection Settings
- Then given Client Secret and Client ID fill here for Generate Token.
- Then given Client Secret and Client ID fill here for Generate Token.
4. SugarAI In Module Configuration
- Once you click Next on the Salesforce Connection Settings page, the following screen will be displayed.
- Once you click Next on the Salesforce Connection Settings page, the following screen will be displayed.
- This section handle related module sync in scheduler and manual.
- This section handle related module sync in scheduler and manual.
- Add selction dropdown fields option for mapping.
- Add selction dropdown fields option for mapping.
- Add Field mapping for module record syncronization.
- Add Field mapping for module record syncronization.
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