Natero

In this article:

• How to set up Salesforce OAuth for Natero?
• How to enable API access in Salesforce?

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.

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 SystemPermissions.
5. Click Edit.
6. Check the APIEnabled box.
7. Click Save.

Contact Salesforce if you don’t see the permission.