Salesforce - Integration with Pronto

Pronto has a native integration with Salesforce to seamlessly and securely import data from your Salesforce instance. This allows access to the most relevant customer data specific to a partnership in real-time. This integration eliminates the need to download and upload data through excel or google drive.  

We understand that the security of your data (esp. that of Salesforce) is a high priority for you. Hence, we chose to integrate with Salesforce leveraging the "Connected app" model. 

This article outlines a series of steps to do the following: 

• Create Pronto as a "Connected App" in Salesforce 
• Authenticate Pronto with Connected App credentials 

Pre-requisite

• Pronto administrator privileges are required to view and configure the Salesforce integration. 
• Salesforce administrator privileges are required to configure Pronto as a connected app in Salesforce. 
• Note: You should have a Professional, Enterprise, or Unlimited edition of Salesforce for you to be able to connect Pronto with Salesforce.  

Create Pronto as a “Connected App” in Salesforce 

1. Login to Salesforce with the admin credentials for creating a "Connected App". 
   
   
2. Navigate to the "Set up" page in Salesforce by clicking on the Settings icon in the upper right corner of the page. Click on "App Manager" option in the sub-navigation.
   
   
   
   
3. Click on the "New Connected App" button on the top right corner.
   
   
   
   
4. On the Manage Connected Apps page, add Basic information for the below mentioned mandatory fields and the other fields can be left blank. 
   
   a. Connected App name - Provide a name to identify the Connected app
   b. API Name - Auto populates once the Connected app name is added
   c. Contact email - Provide the email address who has admin access on both Salesforce and Pronto app.
   Note: Please note the mandatory fields required denoted by
   
   
   
   
5. Enable OAuth Settings, Select the OAuth Scopes.
   
   a. Enable OAuth Settings - Enable
   b. Enable for Device Flow - Enable
   c. Callback URL - Copy the URL from the Salesforce integration page on Pronto (https://app.gopronto.io/salesforce-auth.html) 
   d. Selected OAuth scopes - Add the below mentioned OAuth scopes
   
                         Manage user data via APIs (api)
                         Perform request at any time (refresh_token, offline_access)
   
   
   
   e. Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows - Disable
   f. Require Secret for Web Server Flow - Disable
   g. Require Secret for Refresh Token Flow - Disable
   
   
   
   
6. Scroll down to the bottom and click Save to create the connected App. 
   
   
   
7. Once the App is created, under the API (Enable OAuth Settings) section, click on Manage Consumer Details. A new window pops-up asking you to enter an OTP. Check your email and enter the OTP to view the Consumer Key and Consumer Secret.
   
   
   
   
8. Copy the Consumer Key and Consumer Secret and keep them handy. These credentials are essential to finalize the integration process on Pronto's end.

Authenticate Pronto with Connected App credentials 

1. Login to Pronto with your admin credentials and click on the Settings button in the main navigation. 
   
   
   
   
2. On the settings page, click on the Integrations in the sub-navigation. 
   
   
   
   
3. On the integrations page, enable Salesforce.
   
   
   
   
4. Click on Configure to authorize the Pronto application to connect with the Salesforce application.
   
   
   
   
5. Once you click on Configure, on the Authorize page, enter the 
   
   a. Connected App name
   b. Hostname (if using a sandbox env, use the hostname for Salesforce sandbox to authorize) 
        Example: (https://test.salesforce.com)
   c. Consumer key
   d. Consumer Secret
   
   and click Authorize. 
   
   
   
   
   
6. Once you click on Authorize, you will see a pop-up window, requesting permission. Click on Allow.
   
   
   
   
7. Once you click on Allow, Pronto application will be authorized to access Salesforce.
   
   
   
   
8. Now you will be able to successfully map the required objects from Salesforce to Pronto.

Click here to know how to perform data mapping for Salesforce objects to Pronto objects for bi-directional data sync.