Salesforce Integration with Natero

How to enable API access in Salesforce?

API access must be enabled for your Salesforce account in order for Natero to connect to your Salesforce orgs. Your Salesforce administrator controls your profile and permission sets. 

Enable API Access in Salesforce by Profile

  1. If you are the Salesforce administrator, go to Setup.
  2. Go to Manage Users and click Profiles.
  3. Click Edit against the specific Profile.
  4. Scroll down to Administrative Permissions and check the API Enabled box.
  5. Click Save.

Enable API Access in Salesforce by Permission Set

  1. If you are the Salesforce administrator, go to Setup.
  2. Go to Manage Users and click Permission Sets.
  3. Select the specific Permission Set.
  4. Go to System and click System Permissions.
  5. Click Edit.
  6. Check the API Enabled box.
  7. Click Save.

Contact Salesforce if you don’t see the permission.

How to set up Salesforce OAuth for Natero?

Benefit

OAuth is a protocol that allows Natero to access resources of your Salesforce website without having to expose your user credentials. Instead of supplying a username and password, OAuth allows you to authorize the Natero application to access your Salesforce accounts and contacts via the Salesforce API.

Pre-requisite

1. Your Salesforce edition needs to support Account API Access. 

This feature is enabled by default for Unlimited, Enterprise, and Developer Editions. Some Professional Edition organizations may also have the API enabled. If you cannot access the features you see in this guide, please contact Salesforce.

2. Your Salesforce account must be granted the “API Enabled” permission. 

Your Salesforce administrator controls your profile and permission set. See instructions on how to enable API access in Salesforce.

3. You need to have a Natero account to complete the OAuth setup (contact us if you do not have one yet).

4. Your Natero account needs to have the "Configure data connectors" permission to perform this action. 

Step-by-step Guide

1. Go to "IT Administration" under "Settings". 

2. Go to "Manage oAuth".

3. Select "Salesforce" from the dropdown and click "Authorize provider". This should redirect you to the regular Salesforce login page.

4. Log in using your Salesforce user credentials and click "Allow" when prompted.

5. Once all the steps are done please let us know and we will complete your Salesforce configuration ASAP.

Syncing CSM Assignment from Salesforce

Natero supports syncing CSM - Accounts mapping from your Salesforce instance to Natero. Please make sure the below items are properly setup in order to allow the syncing to work without issue. 

  1. An account field needs to exist in SF that captures the user assigned to an account.
  2. The field needs to contain a user email which we can find in Natero for the same user, instead of just the user name. 
  3. The user needs to already exist/registered in Natero. 

Please note that once the mapping is synced from SF to Natero it'll remain one-way syncing this way. The existing SF mapping will be overwritten by the updated SF mapping the next day after the connector runs.

However, if you make any changes to the CSM - Accounts mapping directly within Natero, it will NOT be be overwritten by the SF mapping.

It is suggested that you use SF as the source of truth and only update within SF to have the latest mapping synced to Natero.

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