This is the first post in a four part series of posts that explain how users can integrate with and extend Salesforce using itDuzzit. In this post, we’ll look at how to connect itDuzzit to Salesforce.
First, once you’re logged into itDuzzit, go to the “Connection” tab:
In this example, the account we’re using doesn’t have any connections yet. Scrolling down, we can get to where the Salesforce connector is listed:
Clicking on “Add Connection” brings you to a screen specific to Salesforce:
itDuzzit authenticates to Salesforce via the OAuth mechanism. To support OAuth, Salesforce requires that a package be installed within the Salesforce organization you’re connecting to. If you haven’t already installed the itDuzzit package, you can do so by clicking on one of the installation links. If you’re connecting to a development or production organization, click on “Click here to install itDuzzit into a Salesforce production environment”. If you’re connecting to a sandbox organization, click on “Click here to install itDuzzit into a Salesforce sandbox (test) environment”. Note that you’ll need to have sufficient authority within Salesforce to install the itDuzzit package.
Once a package has been installed, you’ll be able to authorize itDuzzit to connect to Salesforce on your behalf. If you’re setting up a connection to a production or development environment, choose “Production” as the environment type; otherwise choose “Sandbox”, and then click on “Go to Salesforce to authorize”. If you’re already logged into the Salesforce organization you’re connecting to, itDuzzit will be authorized to connect to that organization. If you’re not logged in to Salesforce, you’ll then be shown a Salesforce login screen:
When you enter your Salesforce credentials and click on “Login”, Salesforce will authenticate you, and provide itDuzzit with an authentication token for your itDuzzit account.
Now, returning to the connections page, you’ll see Salesforce listed as one of your connections.
In the next post, we cover using pre-built Salesforce duzzits.
