Salesforce support of CRM Connect requires the usage of a Salesforce API. The following editions of Salesforce support and automatically enables that:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

Registering the App on Salesforce and Obtaining Client ID (Optional)

If your Salesforce organization has a whitelist for allowed apps, you may set up and use a custom client ID to allow CRM Connect to access your Salesforce data. The client ID that is required refers to a code used by Salesforce to authorize external applications to access the CRM system. Please note that it is NOT your user name/ID/password.

To obtain the client ID, you will need to perform some initial setup within Salesforce. This is done by registering the CRM Connect Extension as an application to be used together with Salesforce.

Follow these steps:
(If you have already registered the app in CRM, you may proceed to step 7)

1. After logging in to Salesforce CRM in your web browser, click Setup in the top right corner:
   
   
   
2. In the side menu on the left, scroll down to the Build section, expand the Create option and select Apps:
   
   
   
3. Under Connected Apps, click New and fill in all required fields:
   
   
   
4. Under API, check Enable OAuth Settings and then fill in required fields.
   
   
5. Use the following callback URL:s
   a) Normal: https://login.salesforce.com/services/oauth2/success
   b) Sandbox Mode: https://test.salesforce.com/services/oauth2/success
   
   
6. Still under API, add scopes by clicking the desired lines on the left in Available OAuth Scopes, and then pressing Add > to add the line to selected scopes on the right. The following scopes have to be selected:
   a. Access and manage your data (API)
   b. Access your basic information (id, profile, email, address, phone)
   c. Perform requests on your behalf at any time (refresh_token, offline_access)
   d. Provide access to your data via the web (web)
   
   
   
7. Save your settings and go to the page of the app that you have just registered.
   
   
8. Under API (Enable OAuth Settings), locate and copy the Consumer Key (which is the Client ID):
   
   
    
9. Back in CET, go to the CRM Connect Settings, select Salesforce and paste the Client ID into the text field.
   

Giving Users API Access and Necessary Permissions

Edit an existing profile

1. Using a Salesforce administrator account, log in to the Salesforce CRM web portal and click on the Setup option in the top right corner.
   
   
2. In the left side menu, click Administer > Manage Users > Users and click on the user you want to grant access to.
    
   
   
3. At the profile row, click the underlined Profile name.
    
   
   
4. At the user profile page, click Edit.
   
   
5. Under Administrative Permissions, verify that you have API Enabled checked. If this is not available, please verify that you are on Salesforce Enterprise, Unlimited, Developer, or Performance edition.
    
   
   
6. Under Connected App Access, verify that you have CRM Connect (or the App profile that you are using) checked.
    
   
   
7. Under Standard Object Permissions, verify that you have Read, Create, and Edit access for Price books, Products, Quotes, and Opportunities; and Read access for accounts.
   
   
   
   
8. Lastly, click Save.

Creating and assigning a new profile

1. Log in to the Salesforce CRM web portal and click on the Setup option in the top right corner.
   
   
2. In the left side menu, click Administer > Manage Users > Profiles.
   
   
3. Click the New Profile button, fill in the required fields, and click Save.
   
   
4. Locate the newly created profile, click Edit, and scroll down to the Administrative Permissions
   section.
   
   
5. Under Administrative Permissions, verify that you have API Enabled checked. If this is not available, please verify that you are on Salesforce Enterprise, Unlimited, Developer, or Performance edition.
   
   
   
6. Under Connected App Access, verify that you have CRM Connect (or the App profile that you are using) checked.
    
   
   
7. Under Standard Object Permissions, verify that you have Read, Create, and Edit access for Price books, Products, Quotes, and Opportunities.
    
   
   
8. In the left side menu, now click Administer > Manage Users > Users.
   
   
9. Locate the user in question and click Edit.
   
   
10. In the General Information, look for the user’s Profile and change it to the profile that you have just created and click Save.