Salesforce

Prerequisites

• A Salesforce account with API access (Enterprise edition or higher).

• A dedicated Salesforce user with appropriate permissions (recommended but optional).

• Admin privileges to authorize RevOS to connect with Salesforce.

Create a Dedicated Salesforce User (Optional, Recommended)

1. Creating a New User

1. Log in to Salesforce as an administrator.

2. Click the gear icon in the top-right corner and go to Setup.

3. In the left navigation panel, navigate to Users > Users.

4. Click New User and enter the required details, including first name, last name, alias, and email.

5. The username and nickname will be auto-filled based on the provided email.

6. Leave the Role field unspecified.

7. Under User License, select Salesforce Platform.

8. Choose Standard Platform User as the Profile.

9. Decide whether to generate a password automatically and notify the user.

10. Click Save to create the user.

2. Setting Up a Permission Set

1. In the Setup menu, go to Users > Permission Sets.

2. Click New to create a new permission set.

3. Assign a descriptive name to the permission set (e.g., "RevOS Data Integration"). The API name will be auto-filled.

4. Leave the License field set to –None–, then click Save.

5. Once the permission set is created, navigate to Object Settings to define user permissions.

6. Click on Object Settings.

7. Select each object that should have write access (e.g., Accounts, Contacts, Opportunities).

8. Click Edit, then enable all necessary permissions under Object Permissions.

9. Click Save.

10. Repeat the process for any other Salesforce objects that need access.

3. Assigning the Permission Set to the User

1. Navigate back to the Permission Sets page.

2. Locate the newly created permission set and click Manage Assignments.

3. Click Add Assignments.

4. Find and select the user created in Step 1.

5. Click Assign to finalize the setup.

6. The user will receive an email confirmation—log into the email account, verify the user, and set a password. Store the password securely.

Configuring the Salesforce Connector in RevOS

1. In RevOS, go to the Integrations section.

2. Select Salesforce as the data source.

3. Enter a descriptive name for the connection.

4. Click Authorize to grant RevOS access to Salesforce.

5. Follow the authentication process to connect RevOS with your Salesforce account.

Configure Optional Settings

• Sandbox Mode: Enable this option if connecting to a Salesforce sandbox environment.

• Start Date: Specify the earliest date for data synchronization in YYYY-MM-DD or YYYY-MM-DDTHH:mm:ssZ format. If left blank, RevOS will sync data from the past two years.

• Use BULK API: Enable this option to force the use of Salesforce's Bulk API for improved performance when handling large datasets.

• Stream Slice Step: Set the time window (ISO 8601 format) for slicing incremental sync requests (default: P30D for 30-day slices).

Filtering Salesforce Objects

1. Scroll to Filter Salesforce Objects and click Add.

2. In the filter configuration popup:
• Search Criteria: Choose a filter type (e.g., contains, equals).
• Search Value: Enter the value to filter relevant Salesforce objects.

3. Click Done to save the filter.

4. Repeat the process to add multiple filters if needed.