Salesforce Integration with Simpplr

The Salesforce integration with Simpplr is used to display tabular reports from your org's Salesforce instance. on home and site dashboards. For more on configuring App tiles, including the Salesforce App tile, check out this article!

Before setting up the Salesforce integration, ensure you have the following:

• Salesforce admin access: You must have admin access to the Salesforce account from which you wish to fetch the tabular reports.
• Reports: You must have access to Reports in Salesforce, and the reports should be in tabular format.
• Security Information: When connecting to Salesforce CRM for the first time, Simpplr will request some OAuth permissions for the integration to work. The following table provides definitions of exactly what's being requested from Simpplr.

  Permission	Description
  Manage user data via APIs	Allows access to the current, logged-in user’s account using APIs, such as REST API and Bulk API 2.0
  Access unique user identifiers	Allows access to the current, logged-in user’s unique identifier for OpenID Connect apps
  Perform requests at any time (refresh_token)	Allows a refresh token to be returned when the requesting client is eligible to receive one. With a refresh token, the app can interact with the user’s data while the user is offline. This token is synonymous with requesting offline_access

Setting up the Salesforce integration

To connect Salesforce at the Simpplr application level:

1. As the Simpplr App manager, navigate to Manage > Application > Integrations > CRM.
2. Choose Salesforce and click Connect account. You'll be redirected to Salesforce, where you need to approve the requirements from Simpplr.