Salesforce
General information
The integration allows you to work with messages from messaging apps and social networks directly in Salesforce Multichannel
How to set up the integration with Salesforce?
Step 1. Open Setup in SalesForce account
Navigate to "Apps -> App Manager" and click "New Connected App"
Step 2. Set up "New Connected App"
Fill out the fields as you see in the image below and click "Save". Use the following callback URL names:
https://app.blinger.io/integrations/salesforce/oauth
https://app.blinger.io/integrations/salesforce/operator-oauth-callback
Step 3. Open "Manage" in Blinger.io
Click "Manage" in the dropdown list of Blinger.io application on the "App Manager" page.
Step 4. Choose profiles for Blinger.io
Click "Manage Profiles" and select the profiles that you wish to authorize for working with Blinger.io
Step 5. Set up OAuth policies
On the same page click "Edit Policies" and set the following settings in OAuth policies section
Step 6. Save Consumer Key and Consumer Secret values
Return to the App Manager page and click "View" for Blinger.io application, then copy Consumer Key and Consumer Secret to Notepad or another application. These values will be required later.
Step 7. Choose queue that you will use for Blinger.io messages
In the left menu open "Users -> Queues", then click on a Queue that you will use for Blinger.io messages.
Step 8. Save Queue ID
Look to the browser address field in the opened window. Copy last 15 symbols of the web address that start with “00”.
Step 9. Browse to Integrations tab and click on "Add Integration" in front of Salesforce
Step 10. Insert the previously saved parameters in the matching fields
Put the following values:
Value | Description |
Client Id | insert here Consumer Key |
Client Secret | insert here Consumer Secret |
Queue Id | insert here Queue Id |
Click "Add Salesforce integration".
Step 11. Save generated Salesforce ID
Click "Edit" under Salesforce integration in "Integrations" tab and copy Salesforce ID to Notepad or another application.
Step 12. Open "Visual Pages" in Salesforce account
Go to Setup and navigate to "Custom Code -> Visual Pages" in the left panel.
Step 13. Fill out the fields in Page information section.
Click "New button" and fill out the fields as you see in the image below
Step 14. Paste the specified code in Visualforce Markup window
Clear the window Visualforce Markup and paste the following code
Replace %SERVICE_ID% with the generated Salesforce ID in Blinger.io at step 11
Then click "Save"
Step 15. Open Salesforce Cases
Step 16. Open any case and click "Edit" page in Settings
Step 17. Drag Visualforce component to the editor page
In the opened editor page select Visualforce in the left menu and drag this component to the page
Step 18. Set up Blinger.io iframe window
Blinger.io iframe window should appear on the page. Make sure that the name «Blinger conversation» is specified in the right menu.
Enter the desired height value for the iframe in the Height field (default = 300px) and click "Save".
Step 19. Click "Login with Salesforce" to start using
"Blinger.io conversation" window should appear on the Case page.
Click "Login with Salesforce" to start working
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