Connecting Salesforce to contactous
Instructions for every end user who intends to transfer data from Contactous to Salesforce:
The following steps will connect a user's Salesforce CRM account to Contactous.
There are three Pre-requisites: 1) You should have a commercial Salesforce CRM account and 2) Salesforce integration should be enabled by Contactous for your account and 3) Your Salesforce Administrator should have configured Confugured Contactous as an acceptable application to transfer data to Salesforce (instructions below).
Once enabled, you will start to see the Salesforce on main menu. You might have to logout and login back again into your Contactous application if you are unable to see the icon.
Saleforce CRM has to be integrated one time with your account by getting a security token from them. Salesforce has a standard process to do that:
1) Login to your Salesforce CRM account. Go to My Settings > Personal > Reset my Security Token
2) You will receive a mail from Salesforce with new security token. Copy it (best if you open the mail on the mobile itself so that the string is in your mobile's clipboard)
3) Click on Saleforce CRM icon in Contactous. Type in your Saleforce CRM login/email and password.
4) In the Security Token field, paste the copied string which you have received from Salesforce in Step #1
5) Select if you wish to transfer Contactous' records as Contacts or Leads in Saleforce CRM.
Once the above steps are successfully done, you will begin to see 'Salesforce' icon besides every record. Tapping it will send the record to Saleforce CRM.
You can begin to send unlimited records to Saleforce CRM now. The transferred records will have all the information in Contactous along with the photo of business/warranty cards, notes and tags. This is a very powerful feature of Contactous. Your CRM (Saleforce CRM) will start to get data from multiple sources at a fast pace, making it more effective.
Instructions for Salesforce Administrator of an organization to authorize Salesforce to accept data from Contactous (to be done once):
Dear Administrator,
We request you to define Contactous as a connected app within your Organization setup as a new data entry point. The following steps will guide you.
Please note that you will need a callback URL from us to complete Step 2.
Step 1
After login, locate the Setup icon the top right corner.
Go to Setup > Apps (under Platform Tools) > App Manager > New Connected App
Step 2
In the New Connected App form,
enter the following mandatory fields:
Connected App Name: Contactous
API Name: Contactous
Contact Email: engineering@contactous.com
Go to Setup > Apps (under Platform Tools) > App Manager > New Connected App
Step 3
Still on the New Connected App form,
go to "API (Enable OAuth Settings)
a) Say Yes (by clicking check box) to Enable OAuth Settings.
b) Enter the collect URL in the box as provided to you by Contactous
c) Skip 'Use digital signatures'
d) Select all "Available OAuth Scopes" and click on "Add"
e) Click "Save"
Step 4
The "Consumer Key" is generated and "Consumer Secret" is revealed (after clicking the link).
You will need to provide us these two (Consumer Key and Consumer Secret) so that we can configure them in your Contactous environment.
Please send these values to support@contactous.com
