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Connecting to Salesforce

There are 2 types of connections to be aware of when connecting to Salesforce. In this guide you will learn about the 2 types of connections, how they're different, and how to configure your Salesforce connections

  1. Connecting to Salesforce with a team-level account (Admin)
  2. Connecting to Salesforce with a personal user account (Sales Rep Users)

1) Connecting with a Team-level Account (Admin)

As an administrator, when you jump in to configure your Qualified connection to Salesforce, the first thing you should do is configure your Salesforce team-level account. A team-level account is the primary connection used to call the Salesforce API and/or sync data between Qualified and Salesforce. This account should have the permission set outlined below or be a system administrator profile. You can three options when figuring out which user to connect with as outlined below.

Salesforce connected team user options.

At minimum the team-level account you use to connect Qualified to Salesforce will need the following permissions:

  • Read/Edit/Create access to Leads and Lead Fields
  • Read/Edit access to Contacts and Contact Fields
  • Read/Edit access to Campaigns and Campaign Members (check 'Marketing User' in your user information)
  • Read access to Accounts and Opportunities
  • Create access to Events/Activities
  • Enable API in the user profile
  • Disable ability to update converted Leads (this is the default setting)
Connecting a team-level Qualified account to Salesforce via Oauth
Connecting a team-level account to Salesforce via Oauth

If you're going to create an integration user with the permissions listed above specifically to use with Qualified, you'll want to use the following steps within Salesforce to create the user:

How to create Integration User within Salesforce

  1. Create a normal user with appropriate licenses. Maybe give them a new specific profile also.
  2. Go to Setup | Manage Users | Profiles
  3. Open the profile of the new User. Click Edit
  4. Scroll down to Administrative Permissions and check the API Enabled box

OR

  1. Follow same steps to create normal user and profile.
  2. Go to Setup | Manage Users | Permission Sets
  3. Create a new Permission Set.
  4. Scroll down to Administrative Permissions and check the API Enabled box
  5. Save
  6. Assign the permission set to the integration user

Qualified IP Addresses

You may need to allow our IP addresses in order for Qualified to connect with your Salesforce Org. If your Org requires this, have your Salesforce admin add the following static IPs:

  • 54.146.128.100
  • 54.242.0.135
  • 3.216.228.169
  • 18.215.3.11

Upon clicking "Connect to Salesforce" an authorization (OAuth login) window will appear where you must authorize the team-level account user. After completing this step you have successfully connected Qualified to Salesforce.

2) Connecting with a Personal User Account (Sales Rep Users)

It's never a good idea for a connected app to have only one user with read/write access to Salesforce, because everything created by that user will go into the system with that user as the record Owner. Rather, when creating Leads or updating Leads/Contacts, its advisable for those records to be created by the individual sales rep so everything is tracked and assigned correctly in Salesforce, and routing works as desired in Qualified. Therefore, each user of Qualified should connect to Salesforce with their own credentials. When users are invited they are prompted to do this at signup, or the personal user connection can be found in Settings, as shown below. Upon clicking "Connect to Salesforce" an authorization (OAuth login) window will appear where the user must connect with their individual credentials.

Your reps using Qualified.com do not need specific permissions to objects in Salesforce. All pushes will be done using your team account connection.

Connecting a personal Qualified account to Salesforce via OAuth

Summary

There are 2 types of connections to be aware of when connecting Qualified to Salesforce. The first is a team-level account which is used by the system to read and write data as necessary. The second is a personal user account for each sales rep using the system. The personal user accounts are used by each rep when creating Salesforce records such as Leads, or updating existing Leads/Contacts.

Next Steps

As a next step in your education, you might find the following guides useful

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