How to configure DataQuality Automation to use shared CRM connections for Salesforce

This enables DataQuality Automation to communicate with your CRM without every user being connected to Salesforce

Shared CRM connections for Salesforce utilize the OAuth 2.0 Client Credentials Flow for Server-to-Server Integration to establish connections with your CRM. 

To configure this setup, it's necessary to create a connected app within Salesforce. The following sections will provide a step-by-step guide on how to accomplish this.

Create a connected app within Salesforce

1. Log into Salesforce, click on the cogwheel on the top right and then on "Setup".
2. Follow the steps described here to create a connected app within Salesforce.
   1. Make sure to set the callback URL to "https://login.salesforce.com/oauth2/callback"
   2. And select the "Full Access (full)" OAuth scope
3. To get the application credentials for the created connected app, simply open the App Manager, and view your application by clicking on the small caret button on the right and select "View".
   
   
   
   
   
4. Then click on "Manage Consumer Details" within the API Section of your application.
   
   
   
   
   
5. Copy the "Consumer Key" and "Consumer Secret".

Configure DataQuality Automation to use the created application credentials

1. Open the snapADDY Dashboard settings.
2. Navigate to "Organization" -> "System integration".
3. If Salesforce is not in the list of configured CRM Systems, click on "Add another CRM System" and select Salesforce.
4. Enter your Salesforce URL, Consumer Key and the Consumer Secret within the modal.
   
   
   
   
   
5. Click on save.
6. Navigate to DataQuality Automation and open the "Workflows" section.
7. Create a new Workflow from the "Process incoming emails" template or edit an existing one.
   
   
   
   
   
8. Click on the three dots and then on "Edit".
9. Select the "Use shared CRM connection" checkbox.
   
   

That's it, you're all set up now. We're now using your shared CRM connection whenever this workflow is executed based on an incoming email.