How To Configure A Virtual Collection

How To Create An Salesforce Collection

Create a Salesforce Application

In Salesforce create a new Connected App in Salesforce:

1. Open SalesForce, using an Admin access
2. In Lightning View:
   • Open App Manager under Platform Tools --> Apps
     
   • Click 'New Connected App' from the header
     
3. In Classic View
   
   • Open Apps under the Build --> Create menu
     
   • Scroll the bottom of the page, under the "Connected Apps" section click New to start defining a new connected app.
     
4. Enter the name of your application.
5. Enter the contact email information, as well as any other information appropriate for your application.
6. Select Enable OAuth Settings.
7. Enter a Callback URL: https://app.totango.com/auth/das/callback
8. Add all supported OAuth scopes to Selected OAuth Scopes. These scopes refer to permissions given by the user running the connected app.
9. Click Save. 

This "Connected App" will represent Totango virtual connection. Below is the relevant configuration items:

• Consumer Key
• Consumer Secret (guard this as a password)
• Selected OAuth Scopes:
• Full access (full) - or customize based on the level of desired access
• Perform requests on your behalf at any time (refresh_token, offline_access) - IMPORTANT Always add this to allow the integration to automatically refresh the access token without user intervention
• Callback URL = https://app.totango.com/auth/das/callback

To navigate back to the OAuth setup screen:

• In Salesforce Classic view, go to Setup | App Setup | Create | Apps | scroll down to Connected Apps | click the Connected App Name (do not click Edit or Manage).
  
• In Salesforce Lightning view, go to Setup | Tools | Apps | App Manager | choose "View" from the drop-down menu to the right (do not choose Edit or Manage).

Note, it might take 2-10 minutes before your new connected app takes effect on salesforce server, and can be tested.

 Production Salesforce Connector Details

• Type: oAuth2
• Client ID: Consumer Key from SFDC App (see above)
• Client Secret: Consumer Secret from SFDC App (see above)
• Scope: OAuth Scopes from SFDC App (see above)
• Authorization Endpoint : https://login.salesforce.com/services/oauth2/authorize
• Token Endpoint : https://login.salesforce.com/services/oauth2/token
• Redirect URI: https://app.totango.com/auth/das/callback 

Sandbox Salesforce Connector Details

• Type: oAuth2
• Client ID: Consumer Key from SFDC App (see above)
• Client Secret: Consumer Secret from SFDC App (see above)
• Scope: OAuth Scopes from SFDC App (see above)
• Authorization Endpoint : https://test.salesforce.com/services/oauth2/authorize
• Token Endpoint : https://test.salesforce.com/services/oauth2/token
• Redirect URI: https://app.totango.com/auth/das/callback 

Note:  If you are using a custom domain and are preventing login from test.salesforce.com or login.salesforce.com your Token Endpoint and Authorization Endpoint should reflect the correct domain.

Salesforce Collection Details

To retrieve data from Salesforce, we are using the data/v20.0/query REST API (learn more about SFDC Rest API). The following definition will retrieve the opportunities, based on the account SFDC id:

• API Query Endpoint Production SFDC (if using custom Domain replace na1 with your info): 

 https://na1.salesforce.com/services/data/v20.0/query?q=select+AccountId,Amount,CloseDate,Name,StageName+from+Opportunity+Where+AccountId='{sf_id}'

• API Query Endpoint Sandbox SFDC (if using custom Domain replace na1 with your info): 

 https://test.salesforce.com/services/data/v20.0/query?q=select+AccountI

• List mapping (Main object): records
  
  

How To Create An Zenzesk Collection

Create OAuth client at Zendesk

Follow Zendesk KB document to create OAuth client. Note that you need to be an admin in order to set it up.

Set up the following mandatory settings:

• Client Name - Enter a name for your app. This is the name that users will see when asked to grant access to your application, and when they check the list of third-party apps that have access to their Zendesk.
• Unique Identifier - The field is auto-populated with a reformatted version of the name you entered for your app. You can change it if you want.
• Redirect URLs - Enter the value: https://app.totango.com/auth/das/callback
• Secret - Generate a secret key (make sure you save this key)

Zendesk Connector Details

• Type: oAuth2
• client_id: Client Name from Zendesk oAuth client (see above)
• client_secret: Secret from Zendesk oAuth client (see above)
• token_url : https://[your_sub_domain].zendesk.com/oauth/tokens
• scope: read
• authorizeUrl : https://[your_sub_domain].zendesk.com/oauth/authorizations/new
• Callback: https://app.totango.com/auth/das/callback
  
  

Zendesk Collection Details

To retrieve data from Zendesk, we are using the api/v2/search.json REST API. The following definition will retrieve the open tickets, based on the Organization id:

• API Query Endpoint: 

https://[your_sub_domain].zendesk.com/api/v2/search.json?query=type:ticket status:new status:open status:pending organization_id:{Resolved zendesk organization id}&sort_by=status&sort_order=desc

• List mapping (Main object): results