Partner Essentials uses the Salesforce REST API to run SOQL queries against your instances for relevant GAU Allocations (within a certain time range), General Accounting Units (for activated users based on a WorkerID), and Opportunities (to identify Primary Contacts/donors). This is based on the standard Salesforce data model. Adaptations can be made to consider any distinct implementations.
Steps to Complete in Salesforce:
- Create a Connected App
- Enter App Name, API Name, Contact Email, and enable OAuth Settings. With OAuth Settings enabled, add the Callback URL and OAuth Scopes of Full access (full). Remaining settings can be left as default.
- After you save the app, look for it in your list and select Manage. Then select Edit Policies and set All users may self-authorize.
- Now return to this list and click View. Then select Manage Consumer details and copy your Client ID and Client Secret.
- Lastly, browse to user settings for the user that you want authorizing the API. Select Reset My Security Token. And then note the security token delivered to the corresponding user email address.
- Please deliver the following connection information to Solertiae for implementation:
- Salesforce domain
- Username (please limit scope of privileges to READ only)
- Password
- Client ID
- Client Key
- Security Token
Solertiae recommends BitWarden as a service to securely deliver this connection information. Please do not share them via email.