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"
Could not load image

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
Could not load image

Step 3. Open "Manage" in Blinger.io

Click "Manage" in the dropdown list of Blinger.io application on the "App Manager" page.
Could not load image

Step 4. Choose profiles for Blinger.io

Click "Manage Profiles" and select the profiles that you wish to authorize for working with Blinger.io
Could not load image

Step 5.​ ​Set up OAuth policies

On the same page click "Edit Policies" and set the following settings in OAuth policies section
Could not load image

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.
Could not load image

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.
Could not load image

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”.
Could not load image

Step 9. Browse to Integrations tab and click on "Add Integration" in front of Salesforce

Could not load image

Step 10. Insert the previously saved parameters in the matching fields

Could not load image
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.
Could not load image

Step 12. ​Open "Visual Pages" in Salesforce account

Go to Setup and ​navigate to "Custom Code -> Visual Pages" in the left panel.
Could not load image

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
Could not load image

Step 14. Paste the specified code in Visualforce Markup window

Could not load image
Clear the window Visualforce Markup and paste the following code
Replace %SERVICE_ID% with the generated Salesforce ID in Blinger.io at step 11
1
<apex:page standardController="case">
2
<apex:includeScript value="/support/console/42.0/integration.js"/>
3
<style>
4
html, body {
5
height: 100%;
6
padding: 0 !important;
7
}
8
</style>
9
<apex:iframe id="theIframe" height="100%"
10
src="https://app.blinger.io/site/salesforce-iframe?serviceId=​%SERVICE_ID%​&caseId={!$CurrentPage.parameters.id}&serviceUserId={!$User.Id}" scrolling="true"/>
11
<script>
12
var formatCaseNumber = function(num) {
13
while (num.length < 8) {
14
num = "0" + num;
15
}r
16
eturn num;
17
} f
18
unction receiveMessage(event) {
19
if (event.origin == 'https://app.blinger.io') {
20
if (event.data.operatorAnswer === false) {
21
sforce.console.setTabTitle(formatCaseNumber('{!Case.CaseNumber}') + ' (1)');
22
} else if (event.data.operatorAnswer === true || event.data.focused === true) {
23
sforce.console.setTabTitle(formatCaseNumber('{!Case.CaseNumber}'));
24
}
25
}
26
}
27
window.addEventListener("message", receiveMessage, false);
28
</script>
29
</apex:page>
Copied!
Then click "Save"

Step 15. Open Salesforce Cases

Could not load image

Step 16. Open any case and click "Edit" page in Settings

Could not load image

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
Could not load image

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".
Could not load image

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
Could not load image

The integration is completed!

Last modified 2yr ago