To connect your Salesforce account with your Tesorio account, we require you to:
Create a Connected App in Salesforce
Create or modify a profile for the app
Create a dedicated Salesforce User for that profile
Gather key Salesforce credentials for integration
Connect your ERP to Tesorio using the user created in the previous step
Provide your CSM with the custom field details that contain your customers' common identifiers.
This is the field that Tesorio uses to link your ERP customers to your Salesforce customers. That common identifier can be present in either system but must match exactly between the two systems.
Step 1: Create a Connected App in Salesforce
A Connected App is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols. Connected Apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. Tesorio uses Salesforce’s OAuth protocol for authentication.
The following steps will lead you through the process of creating a connected app in Salesforce, and then connecting this information to Tesorio to start your data import.
1.1 Navigate to “Setup”
1.2 Search and select “App Manager”
1.3 Select “New Connected App”
1.4 Enter App Information
Connected App name: This displays in the “App Manager”
API Name: Only letters, numbers, and underscores are allowed.
Contact email: for Salesforce to use in case Salesforce wants to contact you or your support team. This will typically be your Salesforce Admin’s email address.
1.5 Configure API (Enable OAuth Settings)
Select the “Enable OAuth Settings” checkbox
Enter a Callback URL
Select OAuth Scope - OAuth scopes define permissions for the connected app, which are granted as tokens after the app is authorized. Select the following items and move them over to the Selected OAuth Scopes column:
“Manage User data via API (API)” and
"Perform requests at any time (refresh_token, offline_access)"
Select the following boxes:
Require Secret for Web Server Flow
Require Secret for Refresh Token Flow
💡 Only check the three settings per the screen shot below. Any other checked boxes may cause issues connecting your Salesforce account to Tesorio.
Click “Save”
Step 2: Configure the Salesforce Profile
2.1 Navigate to Setup
2.2 Search and select "Profiles" to get to the Profiles set-up page.
Click on the Profile that you will be using for this integration or create a new one.
2.3 Connected App Access
Make sure the Profile is granted access to the Connected App you just created by checking the corresponding check box.
2.4 Administrative Permissions
Scroll down. Make sure the "API Enabled" setting under "Administration Permissions" is enabled.
2.5 Standard Object Permissions
Under "Standard Object Permissions", grant Read Access to the following objects:
Accounts
Contacts
Save your Profile.
Step 3: Create a Dedicated Tesorio User in Salesforce
Create a new user in Salesforce and assign them the profile from Step 2.
Log in with this user to ensure that you can see Accounts and Contacts per the profile in Step 2.
Step 4: Gather Required Salesforce Information
4.1 Find your Salesforce Domain URL
Find your Salesforce instance URL in Salesforce by navigating to My Domain > My Domain Details > Current My Domain URL.
4.2 Find and save Save your Consumer Key and Secret
Navigate to "App Manager", and you will see the Connected App you just created (you may be directed here directly after you click Save).
In "API (Enable OAuth Settings)" click on Manage Consumer Details.
Save these two credentials and have them available to enter in Tesorio.
Step 5: Connect to Salesforce in Tesorio
5.1 Enter your Salesforce Credentials
On the Salesforce Integration screen in Tesorio, enter the following information from Step 4:
Instance URL
Consumer Key
Consumer Secret
5.2 Connect and Allow Access
Click Connect, that will bring you to a Salesforce approval page to log in and allow access to the connected app.
Once you approve in Salesforce, your data import into Tesorio will start. More information on what data Tesorio pulls from your Salesforce account can be found here.
* The custom field identified to link your customers between your ERP and Salesforce needs to be activated by Tesorio before you see Salesforce data in Tesorio. Once you provide that field and it gets activated by your CSM, you will be able to see Salesforce contacts and notes at the customer level in Tesorio.