Prerequisite:
Tesorio and Salesforce must be connected to add and use the Tesorio widget in Salesforce. See Salesforce <> Tesorio Integration Setup for more information.
You will need both your Tesorio and Salesforce Administrators.
Overview
The new Tesorio widget for Salesforce allows you to seamlessly embed Tesorio within Salesforce which brings real-time visibility into customer accounts. This provides a secure, efficient, and flexible way to manage your collections workflows resulting in streamlined communication, enhanced forecasting, and strengthened customer relationships, driving more efficient and proactive financial operations.
Setup Overview
Create a shared user and permission group in Tesorio to control access. Create a Canvas App in Salesforce with the required OAuth and Canvas settings, generating a Customer Key and Secret
Assign access permissions to relevant profiles in Salesforce
Enter the Canvas App credentials in Tesorio's Integration Settings
Create a Visualforce page in Salesforce using the code provided by Tesorio,
assign appropriate user permissions
Embed the page into your desired Salesforce layout
Save the changes, and the Tesorio widget will be ready for use within Salesforce.
Tesorio supports multiple Canvas Apps, allowing you more user access flexibility. For example your CS team and your AEs can have different access levels. Just follow these steps to create additional Canvas Apps.
Reminder: You must have your Salesforce instance already connected to Tesorio to be able to see the widget. Follow the instructions here first.
Setup Step by Step
1. Create a shared user in Tesorio
Salesforce users do not need individual Tesorio accounts to view the widget. A shared Salesforce user in Tesorio handles the Canvas session.
If a Salesforce user has a Tesorio account, their permissions will apply to the session.
You control what access Salesforce users have by creating a permission group in Tesorio and assigning the shared user to the group. Grant write permissions to the user group to enable features like tagging Tesorio customer records from Salesforce.
Create a new permission group: Start by creating a permission group in Tesorio or use an existing one that meets your requirements.
Create a shared Salesforce Canvas user in Tesorio: Assign this user to the relevant permission group.
Return to Tesorio after completing the Salesforce steps below.
2. Create a Canvas App in Salesforce and Generate Credential
Log in to Salesforce and navigate to Setup.
In the App Manager, create a New Connected app with these configurations:
Name, Description, email: Add identifiable details
API (Enable OAuth Settings): Check Enable OAuth Settings
Callback URL:
https://dashboard.tesorio.com/salesforce/canvas/callback/
Add these to Selected OAuth Scopes:
"Access Lightning applications (lightning)"
"Access Visualforce applications (visualforce)"
Check Require Secret for Web Server Flow
Scroll down to Canvas App Settings
Check Canvas
Enter Canvas App URL:
https://dashboard.tesorio.com/salesforce/canvas/callback/Set Access Method to Signed Request (POST)
Location: Select Visualforce
Save the app to generate the Customer Key and Customer Secret. Keep these credentials handy for the next step.
3. Set Profile Permissions
Go to Profiles in Salesforce Setup.
Assign access to the Canvas App for user profiles that need to view the Tesorio widget.
4. Enter the Canvas app credentials in Tesorio
In Tesorio Admin page, navigate to Integration Settings
Enter:
The API Name of the Connected App created in Salesforce.
The Customer Key and Customer Secret.
The shared Salesforce Canvas user created earlier.
Save the settings.
Now the connected app is linked, you will need the Visualforce code from Tesorio for the next step in Salesforce
5. Create a Visualforce Page in Salesforce
In Salesforce, navigate to Visualforce Pages.
Create a new Visualforce page - Click New
Name the page
Navigate back to Tesorio to copy the Visualforce code
Copy the provided HTML content from Tesorio Integration Settings.
Paste the code into the editor and save
Assign permissions to the user profiles that will be able to view the Tesorio widget
Click Security on the Visualforce page.
Grant access to profiles that need to view the Tesorio widget. Ensure these profiles also have access to the Canvas App.
6. Embed the Visualforce Page
Go to the Account page in Salesforce page
Click on Set-up -> Edit Page to modify the layout
Select where on your page layout you would like to add Tesorio. Below is an example
Click on the component to add the Tesorio tab
Then click on Add Tab
Click on the label
From the dropdown select Custom and type the label Tesorio
Click on the Tesorio tab and add the newly created Visualforce page
Select the Visualforce page you created for Tesorio
Leave Show Label unchecked
Save and return to the Salesforce page to view the Tesorio widget
Your Tesorio Widget Is Ready
Return to the configured Salesforce page to view the Tesorio widget in action.
How It Works
Session Initialization: When a user accesses the Tesorio widget in Salesforce, Tesorio initiates a secure session using a shared Salesforce user configured for the company. Tesorio access is not required for Salesforce users to view the widget
Validation: Salesforce sends a signed POST request during initialization. Tesorio decodes this using the Customer Secret to validate authenticity.
Simplify session handling: When a user accesses Salesforce and Canvas starts, we will locate this shared Salesforce user in Tesorio and initiate a session
Authentication: Secure communication is established between Salesforce and Tesorio using a signature-based method. This ensures only authorized sessions can access Tesorio data.
Granular Permissions: Companies can manage which Salesforce users or groups can access specific modules through their Tesorio configuration.
Flexibility: Options for read-only or write access allow for streamlined operations based on organizational needs.
FAQ
Q1. Does the Salesforce user need access to Tesorio to view the Tesorio widget?
A1: No, a shared user created by the Tesorio admin will be used when a Salesforce user without a Tesorio access views the widget in Salesforce.
Q2. Can the widget be added to on any object in Salesforce?
A2. No, the widget only works on the Accounts object. Tesorio pulls data from the Accounts Salesforce object only and will match on the Salesforce account id to render the customer details on the widget