Establish a team-level connection to Salesforce so that your AppExchange Chat data syncs with your Salesforce data.In this guide we'll go over:
To create leads, update contacts, and add chat transcripts to your leads, we’ll connect your Salesforce org to AppExchange chat. But before we do that, let’s figure out who on your team should be involved with setup.
Here's a flow chart help you determine who to involve:
Most Salesforce admins have questions about the connection between their org and AppExchange Chat. Here are the answers to the most common ones.
A: No. AppExchange Chat connects to your Salesforce org using an OAuth (Open Authentication) connection via credentials chosen by you or your admin.
A: Please contact our support team or your Qualified Consultant to receive detailed documentation about the connection architecture.
A: Yes. When AppExchange Chat makes API calls to your Salesforce org, it counts against your limits. We make API calls to:
A: Yes. You can connect AppExchange Chat to your Salesforce sandbox. When you’re ready to switch to production, your field mappings and other details are retained.
A: Yes. To connect to AppExchange Chat, you must set up an API user with specific permissions.
A: AppExchange Chat uses the connection to create and update leads, update contacts, and create events.
A: Options for Team-level users:
Unique Integration User (most desirable): Create a unique integration user for AppExchange Chat.
Pros: If you want to disconnect your Salesforce org from AppExchange , you can do so through the integration user.
Cons: This option requires a Salesforce license, which may be cost prohibitive.
Shared Integration User (more desirable): An integration user with the required permissions is created in your Salesforce org.
Pros: Many orgs already have an integration user designed for apps like AppExchange Chat.
Cons: If a Salesforce org encounters issues, integration users are frequently deactivated until those issues are resolved. This action disrupts the AppExchange Chat integration.
Existing User (least desirable): An existing user connects to AppExchange Chat using their own login.
Pros: Easy; Doesn’t require provisioning of an SFDC license.
Cons: If the person associated with this login leaves your company and their license is de-provisioned, the integration stops working.
A: No. AppExchange Chat updates your Salesforce data only when it:
A: Before go-live, your Qualified Consultant will help you test the connection by:
To create and update leads, contacts, and events in your Salesforce org, AppExchange Chat requires a user with specific permissions. We recommend connecting to AppExchange Chat with an admin user. Alternatively, you can assign the permissions to an existing user.
At minimum the team-level account you use to connect Qualified to Salesforce will need the following permissions:
To create a unique integration to use with AppExchange chat, follow these steps:
If you'd like our full InfoSec documentation, please contact our support team at email@example.com or your AppExchange Chat consultant from Qualified. Within our full InfoSec documentation is:
To establish a connection between AppExchange Chat and Salesforce, log in to your Salesforce org from the Qualified dashboard using your team-level account. The team-level account must have required permissions, or have the System Administrator profile.
When connecting your AppExchange Chat to Salesforce it's important to 1. Get the right team members involved to help with the setup and correct permissions and 2. Ensure that you have a dedicated user for your connection or that you're using an already established integration user.
Continue in your education with AppExchange Chat: