Introduction

This document outlines the steps required to integrate EqualTo with your Salesforce deployment.

In summary, you will need to do the following:

1. Log into Salesforce as an administrator
2. Create a “Connected App” in your Salesforce deployment
3. Connect EqualTo to Salesforce via your Connected App

Process

Open https://login.salesforce.com/ and log into your Salesforce account. You will need permission to create a “Connected App”.

Then, make sure to open the “Setup” page:

Next, open the “App Manager” page, and then create a new Connected App:

Configure your Connected App as follows:

1. Specify the Connected App and API names (we suggest “equalto”, but this is not required)
2. Specify the contact email address for the connected app (you should use your email address)
3. Enable OAuth access
4. Specify the following callback URLs:
   https://app.equalto.com/api/connection/oauth/callback
5. Add the following permissions:
1. German:
1. Durchführen von Anforderungen in Ihrem Namen zu jedem beliebigen Zeitpunkt (refresh_token, offline_access)
2. Zugriff auf Ihre Daten und Datenverwaltung (api)
2. English:
1. Perform requests at any time (refresh_token, offline access)
2. Manage user data via APIs (api)
6. Save your connected app

Next:

1. Confirm that you want to save the app

Now that you have created your Connected App, you must provide to EqualTo the following:

1. Consumer Secret
2. Consumer Key

Finally, log into an EqualTo administrator account:

1. Click ‘Data’ tab
2. Click ‘Create data connection’

Then:

1. Specify the connection name
2. Select ‘Salesforce’ connection type
3. Click ‘Create connection’

Now, open the connection:

1. Click the ‘Salesforce Connection’ card

Finally:

1. Click ‘Setup keys’
2. Provide the ‘Consumer key’ and ‘Consumer secret’ generated earlier in this guide
3. Log into your Salesforce account

Congratulations -  you have now connected Salesforce and EqualTo.