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Import contacts from Salesforce

Import of key contact information from Salesforce to Creatio
Template
Application type
Configuration
Template type
    Product description
    Product description

    The template helps with contacts primary import from Salesforce to Creatio.

    The template can be used as a sample to customize data interaction using REST API resources of both systems.

    Notes

    Quantity of imported contacts is limited to 2000 contacts. Contacts from Salesforce are added, not updated. Delete imported contacts before re-import.

    Price
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12.4 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Create New Connected App in Salesforce. Log in to Salesforce and go to Setup > Platform tools > Apps > App Manager and add New connected app with following mandatory parameters:

    • Connected App Name;
    • API Name;
    • Enable OAuth Settings = TRUE;
    • Callback URL = https://YourSiteName.Creatio.com/0/ServiceModel/ServiceOAuthAuthenticatorEndpoint.svc/AuthorizationCodeRedirectHandler;
    • Selected OAuth Scopes. Add two from of the list: i) Full access (full) and ii) Perform requests on your behalf at any time (refresh_token, offline_access).

    Please note that the functionality of connected apps in Salesforce is available only in Lightning Enterprise and Lightning Unlimited editions (for Lightning Professional Edition - at additional cost).

    2. Set system settings in Creatio. Go to System designer > System settings and fill in 'Creatio login for Salesforce Contacts import service' and 'Creatio password for Salesforce Contacts import service' system settings.

    3. Set Web service URI in Creatio. Go to Studio workplace > Web services section and fill in Web service URIs with your instance information:

    • instance of Salesforce site in 'Salesforce API' web service;
    • instance of Creatio site in 'Insert contacts to Creatio' web service.

    4. Set Salesforce OAuth settings in Creatio. Go to Studio workplace > Web services section > open Salesforce API web service, go to Authentication tab, open Application page and fill in parameters:

    • Client ID = Consumer Key*;
    • Client secret = Consumer Secret*.

    * Get the corresponding values from created Connected App in Salesforce in p. 1.

    Perform Log in and grant requested access rights.

      5. Run process. Go to System designer > Process library and run 'Get contacts from Salesforce' business process.

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