CENTRL offers an optional Salesforce integration for our platform that helps reduce manual data entry and keep key information aligned between Salesforce and our platform. Once enabled by an admin, you can connect Salesforce in System Admin → Integrations, choose which Salesforce fields to sync, and import key values and files into our platform to support questionnaire and response workflows.
This article covers the following topics:
To successfully configure the Salesforce connector, users must provide their Host Url, Client Id, and Client Secret. Follow the steps below to locate these credentials and finalize your setup.
For more details, please see this link:
https://help.salesforce.com/s/articleView?id=xcloud.external_client_apps.htm&type=5
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Add an Integration User
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Next, you must add a user to run the integration. Talk to your Salesforce Admin and make sure this user has the right permissions to the correct records.For example, if you just want to pull opportunity records, make sure this user can read opportunities.
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Accessing Permissions
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Add an Integration User Old
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Next, you must add a user to run the integration. Talk to your Salesforce Admin and make sure this user has the right permissions to the correct records.F or example, if you just want to pull opportunity records, make sure this user can read opportunities.
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Add an Integration User New
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Next, you must add a user to run the integration. Talk to your Salesforce Admin and make sure this user has the right permissions to the correct records. For example, the Response360 requires a user with access to Opportunities, Products, Accounts, and Pricebooks. To read more about object access checkout the Salesforce object permissions help article: Salesforce Help .
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Create an External Client App
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Click the Gear icon in the top right corner of Salesforce and select Setup.
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In the Quick Find search box on the left sidebar, type "App Manager" and select it. In the top right corner of the App Manager page, click New External Client App (or New Connected App, depending on your specific Salesforce edition).
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Fill out the required basic information, including the App Name and a Contact Email.
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Configure OAuth Settings
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Under the API section, check the box to Enable OAuth Settings.
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Enter the callback URL required by your platform (https://app.oncentrl.com/).
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Select the necessary permissions and move them into the Selected OAuth Scopes list. For this integration use:
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Manage user data via APIs (api).
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Perform requests at any time (refresh_token, offline_access).
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Configure Client Creation Flow
Next, you must set up the client credentials flow.
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Under the Flow Enablement section, check the box to Enable Client Credentials Flow.
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Enter the username for the user you created in step 1.
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Scroll to the bottom and click the Save button.
Note: It can take up to 10 minutes for changes to a new app to take effect across Salesforce's servers.
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Retrieve Your Client ID and Client Secret
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Once the app is saved, navigate to the app's details page and Settings.
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Go to OAuth Settings.
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Select Consumer Key and Secret
Once verified, Salesforce will display your Consumer Key (which corresponds to your Client Id) and your Consumer Secret (which corresponds to your Client Secret).
Note: The Host Url is your salesforce host e.g na1.salesforce.com
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Finalize Configuration in CENTRL
Now that you have gathered all necessary credentials, you can enter the Client Id, Client Secret, and Host Url into the Configuration modal on Centrl to enable the connector.
First, click the System Admin Module in the navigation tab and then click on the Integrations Tab.
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From the Integrations screen, click on the Enable button.
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Within the Enable Salesforce window, input the Host URL, ClientID, and ClientSecret. Click the Enable button.
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Within the Login window, input your internal login credentials and login. Once SharePoint is enabled, users will be able to Edit Credentials for Salesforce, Disable the integration from this screen, and Configure Mappings.
Users can configure mappings for Salesforce and control how information aligns between Salesforce and CENTRL. With mappings, an admin can choose which Salesforce fields should populate specific fields in CENTRL, helping keep records consistent and reducing manual updates. Once configured, mapped fields can be used to support your workflows by ensuring the right data is available in CENTRL as needed.
To edit and assign different fields, click on any Mapping dropdown arrow to select specific fields from Salesforce to map directly to our platform.
To add new mapping fields, click the + Add Mapping button.
Once finished, click the Save button to finalize mapping updates.
Once Salesforce is enabled and all mapping fields have been configured, users can import content from Salesforce directly to the platform.
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Navigate to the External RFPs & DDQs Module.
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Click on the Add Questionnaire button.
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Within the Add Questionnaire window, users have the option to select a Salesforce Opportunity by clicking the Salesforce Opportunity dropdown arrow. This will automatically update any relevant mapped fields such as Product, Product, and Due Date.
Note: Fields with a red asterisk will require a value to be inputted in order to add a questionnaire.
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Scroll down to the bottom of the Add Questionnaire window. To import content from Salesforce, click the Add From button.
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Select a file and click the Import Button to proceed.
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Once finished, click the Add button at the bottom of the Add Questionnaire window to finish adding the questionnaire.
For more information on adding and managing questionnaires, please see our full help article below: