Integrating Talk Further with Salesforce allows you to streamline your lead management processes, ensuring that all prospects are captured and nurtured effectively. The integration allows seamless data synchronization, providing real-time insights into customer interactions and sales activities. This connectivity helps in automating workflows, reducing manual data entry, and improving data accuracy, leading to more informed decision-making. Additionally, Salesforce's robust API capabilities enable customization to meet specific business needs, ensuring a scalable and flexible solution that grows with your organization.

By default, integrating Salesforce with Further will push your leads into the CRM. The following information will be pushed to Salesforce when a prospect engages with the Virtual Sales Assistant (VSA) on your site: 

• First Name
• Last Name
• Email
• Phone
• Source
• CRM Code (to identify the community)
• VSA Conversation (in the notes)
• Lead ID
• Zip Code
• Traffic Source
• Care Type

If you would like to push messages, reports, or create a bi-directional exchange with Salesforce, contact your customer success manager to request custom development!

In this article, we’ll go over how to set up your Salesforce integration. Follow the steps below in order to complete the integration.

• Create an API-Only User
• Assign Permission Set
• Create a Connected App in Salesforce
• Approve Users for Connected App
• Send Further API Information

Integrate Salesforce

Create an API-Only User

Note: You will need to have administrator rights in Salesforce to follow these steps. 

1. Log in to Salesforce
2. Navigate to Users:
   • Go to Setup (gear icon in the top right corner).
   • Enter “Users” in the Quick Find box and select Users under the Users and Permissions section.
3. Create New User:
   • Click the New User button.
   • Fill in the required fields (First Name, Last Name, Email, Username, etc.).
   • Set the User License (usually “Salesforce”).
   • Assign a Profile with API access (e.g., System Administrator or a custom API profile).
4. Set the User as API-Only:
   • In the user setup, find the System Permissions section.
   • Enable the “API Only User” permission to restrict the user to API logins only.
5. Save the User Details.

Assign Permission Set

1. Create/Assign Permission Set:
   • Go to Setup, enter “Permission Sets” in the Quick Find box, and select it.
   • Create a new permission set or select an existing one that includes permissions for managing leads (reading and creating).
   • Assign the permission set to the new user by navigating to the user’s record and adding the permission set under Permission Set Assignments.

Create a Connected App in Salesforce

1. Navigate to Connected Apps:
   • Go to Setup.
   • Enter “App Manager” in the Quick Find box and select App Manager.
2. Create New Connected App:
   • Click on New Connected App.
   • Enter the necessary information:
     1. Connected App Name: Further
     2. API Name: Further API
     3. Contact Email
   • In the API (Enable OAuth Settings) section, check Enable OAuth Settings.
   • Enter a Callback URL (use your company website if you don’t have one).
   • Add Selected OAuth Scopes:
     1. Access the Salesforce API Platform (sfap_api)
     2. Manage user data via APIs (api)
     3. Perform requests at any time (refresh_token, offline_access)
   • Ensure the OAuth scopes checkboxes match the provided screenshot.

• Save your changes.

3. Note Client ID and Client Secret: Provide these to Further for integration access.
   
   

Approve Users for Connected App

1. Assign Users to Connected App:
   • Navigate to the connected app settings under Manage Connected Apps in Setup.
   • Click on your connected app name, go to “Manage Profiles” or “Manage Permission Sets,” and assign it to the API-only user profile or a specific permission set.

Send Further API Information

• Salesforce URL (e.g., yourcompany.my.salesforce.com)
• Client ID (from Connected App)
• Client Secret (from Connected App)