Salesforce

​

Overview

• Tags: sync tags into a field in Salesforce.
• Summaries: sync lead conversation summaries into a field in Salesforce.
• Variables: map variables to fields in Salesforce, which will sync in real-time.
• Do not contact: sync a lead’s do-not-contact status to a boolean field in Salesforce.

​

Step 1: Create an Integration User in Salesforce

1. Log in to Salesforce as an administrator
2. Navigate to Setup > Users > New User
3. Fill in the required fields:
   • First Name: Apten
   • Last Name: Integration
   • Email: [email for the integration user]
   • Username: [unique username for integration]
   • Role: [assign an appropriate role]
   • User License: Salesforce Integration
   • Profile: Salesforce API Only System Integrations
4. Click “Save” to create the Integration User

​

Step 2: Create a Permission Set in Salesforce

1. Navigate to Setup > Permission Sets > New
2. Create a new Permission Set:
   • Label: Apten Integration Permissions
   • API Name: Apten_Integration_Permissions
3. Click “Save” to create the Permission Set
4. Configure the Permission Set:
   • Under “System Permissions”, enable:
     • API Enabled
   • Under “Object Settings”, enable:
     • Read, Create, and Edit permissions for the object that you want to sync with Apten (e.g., Lead, Contact, etc.).
     • Field-level Read and Edit access for every field Apten should read from or write to, including fields used for tags, summaries, variables, and do-not-contact status.
   • Apten does not require “Modify All Data” or “Customize Application” permissions.
5. Assign the Permission Set to the Integration User:
   • Go to Setup > Permission Sets
   • Click on the “Apten Integration Permissions” Permission Set
   • Click “Manage Assignments”
   • Click “Add Assignments”
   • Select the Apten Integration User
   • Click “Assign”

​

Step 3: Connect Apten to Salesforce

1. In Apten, go to Integrations
2. Click Connect on the Salesforce card
3. Authorize with the email and password for the Salesforce Integration User
4. Click Connect
5. Select the object that you want to sync with Apten (e.g., Lead, Contact, etc.), and click Save (you won’t be able to change this later).
6. If you’d like to sync Tags or Summaries, click the Set up button next to the relevant section.
   • Select the Salesforce field you want Apten to update.
   • Important: The Integration User must have field-level access to the selected field, or syncing will fail.

​

Step 4: Map Variables (Optional)

​

Step 5: Import Leads with Salesforce IDs

• integrationSource: Set this to 'salesforce' to indicate the lead is from Salesforce
• salesforceId: Set this to the Salesforce object ID of the lead (e.g. ‘00Q1a000004XYZ’)

{
  "firstName": "John",
  "lastName": "Doe",
  "phone": "1234567890",
  "customerProfile": "Test Profile",
  "integrationSource": "salesforce", // Required for Sync
  "salesforceId": "00Q1a000004XYZ" // Required for Sync
}