Integrate with Salesforce CRM to bi-direction sync leads & opportunities
Suger can sync with your Salesforce and easily publish selected opportunities to other partners like the APN Customer Engagements Program.
We use OAuth 2.0 Web Server Flow for communication with Salesforce.
Before you start, make sure you have a Salesforce Account that has the API access. It's recommended to create a new user that is dedicated for integration purpose. Learn more details at Create a secure Salesforce API user.
Once you have the account, go to the "Integrations" page in your Suger Console, locate "Salesforce" and click "Connect":
Note that if you are just playing around with a sandbox instance, remember to check "This is a sandbox instance".
A new window will pop up to verify your identity:
Click "Allow" to grant Suger access. After successfully logging in, the window will disappear and the "Status" will become "CREATED".
Now locate the integration in the "Integrations" table, and click "Verify". We will attempt to read a few records to ensure the integration is ready. Once confirmed, the status will turn into "VERIFIED", and you are all set!
Suger fetches your Salesforce opportunities regularly, and you can view them in the Co Sell page on the left to view the items and share them to your cloud partners.
To delete the integration, simply click the 🗑️ button in the "Integrations" list. We will remove any credentials in our system.
You can also revoke all access by going to your Salesforce Setup page -> Connected Apps OAuth Usage, click the "User Count" which is normally "1", and then click "Revoke" or "Revoke All".