Salesforce is an enterprise-level customer relationship management (CRM) system that increases efficiency in nearly all facets of a business or organization. This integration allows Administrators to sync user and contact data between Salesforce and Tovuti, saving time and adding value to both systems.
Configure Salesforce to Connect with Tovuti
In order to connect Tovuti with Salesforce, Admins must enable an integration and collect the Salesforce Domain, Username, Password, App Consumer Key, and App Consumer Secret.
Go to the Salesforce Instance > Login
Go to the Setup View > click the Gear Icon in the upper right-hand side > click Setup
Go toApp Manager > under Platform Tools > click Apps > click App Manager
Click New Connected App
Enter the required fields:
- Connected App Name
- API Name (this field auto-fills)
- Contact Email
Check Enable OAuth Settings > Enter theTovuti Instance URL for the Callback URL
Select the OAuth Scope > if available, use Manage user data via APIs > if unsure of the exact user permissions, select Full Acces
Scroll down to the bottom of the page > click Save
Go to Consumer Key and Secret > click Manage Consumer Secret
Copy both the Consumer Key and Consumer Secret and paste them somewhere for easy access > these keys are required to connect to Salesforce from the Tovuti Connect Setup View > click Cancel
Click Edit Policies
Change IP Relaxation to Relax IP restrictions > click Save
In the Tovuti Admin Portal> click Configuration > click Integrations > click Setup Integration
In the Setup tab, click Connect in the Connect to Salesforce box.
Provide the Salesforce Domain, Username, Password, App Consumer Key, and App Consumer Secret.
The Salesforce Account information must be from an Admin Level User.
Sync Users & Contacts
In the Setup tab, click Import in the Import Users and Contacts box.
Select the options to import Salesforce Users and/or Contacts.
Click Import All to apply the settings and begin the user import. Each of the options is configured in greater detail in their respective tabs.
Users and Contacts are synced once every hour. Updated settings are automatically applied to the sync at the next hour.
In the Settings tab, configure how user information is synced between Salesforce and Tovuti.
Select if Users and/or Contacts are synced. Select if Welcome Emails are sent when a Salesforce is imported to Tovuti.
If Auto User Deprovisioning is enabled, then when a user is moved to an inactive status in Salesforce they are also disabled in Tovuti.
In the Filter tab, create restrictions for which users or contacts are imported into Tovuti.
Choose specific filters for Users and Contacts in the Sync Type Settings toggle.
If the Enable Filter toggle is No, then all Users or Contacts are imported into Tovuti. Select Yes to limit those imports.
User Filters and Contact Filters are configured independently. In the video above, a User Filter that only imports specific Users is applied. However, because Contact Filters is set to No, all Contacts are imported.
Select if all Conditions Must All Be Met.
Click the green “+” icon (1) to add a condition. Select a Salesforce field in the Field column (2). Options only populate this column if the Connect step has been completed in the Setup tab.
Select a Condition (3) and a Field Value (4). Field Values do not auto-populate, therefore, it is recommended to double-check values to ensure an exact match.
In the image above, all Salesforce Users that have the Title of Instructor and the Department of Education are imported.
User Group Mapping
In the Group Mapping tab, set up how Users are placed into Tovuti User Groups based on Salesforce Field values.
User Group Mapping (like Filters) is configured independently for Users and Contacts. Select any User Groups that should be excluded from the selector.
Click the green “+” icon (1) to add User Group maps. Select a Field (2) and the Field Value (3). Select the Tovuti User Group (4) to which the User is added.
In the image above, any Salesforce user with the Job Title of “Instructor” is added to the Tovuti “Education” User Group.
Profile Field Mapping
In the Custom Field Mapping tab, define how Users are assigned Tovuti profile fields based on Salesforce field values.
Toggle Enable Field Mapping to import profile fields from Salesforce. If set to No, only first name and last name fields are mapped and assigned to Tovuti Users.
Toggle Define Field Mapping to customize profile field mapping. If set to No, all available fields from Salesforce are created in Tovuti.
Click the green “+” icon (1) to add Custom Field maps. Select a Field (2) and the Tovuti Profile Field (3).
When Custom Field Mapping is enabled, ALL profile fields must be individually mapped. All profile fields that are not specified in this tab are not brought into Tovuti, even if they match in Salesforce.
For example, since Company Name, Postal Code, and Phone are mapped in Custom Field Mapping, then additional Salesforce fields like First Name and Last Name are not mapped in Tovuti.