Tesorio connects to Salesforce via an API user with the correct permissions. This setup ensures that Tesorio can securely read the customer and account information needed for your instance. Follow the steps below to configure the integration.
Step 1: Create a Permission Set
1.1 In Salesforce, log in as an Admin and go to Setup.
1.2 In the Quick Find search bar, type Permission Sets.
1.3 Click New to create a new Permission Set.
1.4 Enter a Label (e.g., Tesorio API Integration).
1.5 For User License, select Salesforce API Integration.
1.5 Click Save.
Step 2: Configure Object Settings for Accounts
2.1 Open the Permission Set you just created.
2.2 Go to Object Settings.
2.3 Find Accounts and click Edit.
2.4 Check the boxes for:
Read
View All Records
View All Fields
2.5 (Optional): If you do not want to share all fields, scroll down and select only the fields you want Tesorio to access.
The following fields are required for the integration:
Account Name
Account Number
Account Owner
Step 3: Configure Object Settings for Contacts
3.1 From the same Object Settings screen (or using the dropdown next to Accounts), select Contacts and click Edit.
3.2 Check the boxes for:
Read
View All Records
View All Fields
3.3 (Optional): If you do not want to share all fields, scroll down and select only the fields you want Tesorio to access.
The following fields are required for the integration:
Account Name
Email
Name
Step 4: Create a Profile
4.1 In Setup, search for Profiles.
4.2 Click New Profile.
4.3 Clone an existing profile, but assign it the license Salesforce Integration.
4.4 Save the profile.
Step 5: Create an Integration User
5.1 In Setup, search for Users and click New User.
5.2 Assign the Profile created in Step 4.
5.3 Enter a valid email address that you can access.
5.4 Save the user.
5.5 After saving, click Reset Password to assign a password to the user.
5.6 On the user info page, scroll down and assign the Permission Set created in Step 1.
Step 6: Gather Required Salesforce Information
6.1 Log in with this user to ensure that you can see Accounts and Contacts per the profile in Step 4.
6.2 Find your Salesforce Domain URL
Navigate to My Domain > My Domain Details > Current My Domain URL in Salesforce.
Copy this URL — you’ll need it to complete the integration.
6.3 Find and Save your Consumer Key and Secret
Navigate to Apps -> External Client Apps -> External Client App Manager
Select the External Client App created previously
Under Settings -> OAuth Settings, click on Consumer Key and Secret
Copy and save both Consumer Key and Consumer Secret — you’ll need these in Tesorio.
Step 7: Connect to Salesforce in Tesorio
7.1 Log into Tesorio and click on the blue banner at the top.
7.2 Click on 'Connect Salesforce to Tesorio' -> I will do this myself
7.3 Enter the following information from Step 6:
Instance URL
Consumer Key
Consumer Secret
7.4 Click Connect. This will bring you to a Salesforce approval page.
7.5 Log in with the Salesforce integration user you created in Step 5 and approve access to the connected app.
7.6 Once approved, your data import into Tesorio will begin.
7.7 Share the field used to link customers between SFDC and you ERP with you Customer Onboarding Specialist (COS)
⚠️ Important: The custom field used to link customers between your ERP and Salesforce must be activated by Tesorio before you will see Salesforce data in Tesorio. Once you provide this field to your Customer Onboarding Specialist (COS) and it is activated, you will be able to see Salesforce contacts and notes at the customer level in Tesorio.