Connect a Salesforce integration

This guide provides instructions for setting up the configurations to access data from Salesforce and create a Salesforce integration on the Tekst App.

Prerequisites

Tekst Integration User

Follow the following steps to create a Tekst Integration User which is necessary to access the data from Salesforce.

1. Login to Salesforce with your System administrator account
2. Navigate to "Users" under "Setup" and click "New User"
3. Fill in general information and click "Save"

   • Last Name: [Tekst] (https://Tekst) (or similar)

   • Alias: Auto-filled by Salesforce

   • Email: Integration User's email (as per the note)

   • Username: Use the email of the integration user.

   • Role: Leave as is.

   • License: Select Salesforce Integration

   • Profile: Choose or create a profile with the necessary permissions.

   • Enable the Service Cloud User setting.

   • Choose a time-zone, locale, and language according to your needs.

Permission Set

Basic Permission Set

Follow the following steps to set the basic permissions for the Tekst Integration user. 

1. Login to Salesforce with your System administrator account
2. Navigate to "Users" under "Setup" and go to "Permission Set". Click "New"
3. Select Salesforce API integration as license and click "Save"

4. Go to the object settings of the permission set you just created and look for "Cases"

5. Click on "Edit" and enable Read Case and Edit Case. Save the settings. 
6. Go to the Tekst Integration User you just created and click "Edit Assignments"
7. Add the permission set you just created and click "Save"

Audit Fields

In order to let Tekst create/update cases with the correct date, one must allow the salesforce integration user to update audit fields upon creation. 

1. Go to the system permissions of the permission set you just created
2. Click on "Edit" and enable Set audit fields upon creation. Save the settings.

If you do not see this option, it is possible that 'enabling this option' is disabled. 
To enable it, go to "User Interface" settings, and under the "Setup" section, enable the "Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions".

Setup

Step 1: Navigate to "Integrations".

On the Tekst platform, locate and click on the "Integrations" option. This is typically found in the bottom  navigation menu.

Step 2: Add a Salesforce Integration

Click the Add Integration button in the top-right corner of the Integrations page to connect a new integration. A modal appears showing available providers, choose "Salesforce" and click on "Connect"

Once the integration user is set up, proceed to the Tekst dashboard for API authorization.

Step 3: Configure connector

1. Log out of the normal administrator user or use an incognito window browser.

2. Select the Salesforce environment (Production or Sandbox) and log in as the Tekst Integration User

3. Read permissions and click "Allow"

The status of the Salesforce integration on the Tekst dashboard should be "connected" now. 

Optional: Add custom fields

Custom fields in the Case object enhance configuration based on your needs.

Common practices include:

• Create a Topic (Topic_c) for filling in topics.
• Create Language (Language_c) for specifying language.
• Create Sentiment (Sentiment_c) for indicating sentiment.

Consult with your Tekst contact to determine the best setup for your use case.

By completing these steps, you have successfully prepared your Salesforce instance for integration with Tekst, enabling seamless data access and interaction.