Salesforce

Requirements

You must have SSL enabled on your domain. (Your forum must be served over HTTPS.)

Features

This addon allows users that have the Staff.Allow permission to do the following:

  • Link your Salesforce account to your Vanilla user profile.
  • Create Salesforce cases and leads from Vanilla discussions (per discussion, not per comment).
  • Salesforce cases and leads appear as “attachments” on your Vanilla discussion for authorized users.
  • View Salesforce leads from Vanilla user profiles.

The Vanilla administrator may alternatively setup a global Salesforce connection rather than using individual connections.

We also offer single sign-on from Salesforce.

Setup

Salesforce: Create & Configure Application

  1. Log into your Salesforce Account
  2. Create new Connected App in Salesforce.
    1. Build → Create → Apps → Connected Apps → New
    2. Fill the required fields: Connected App Name, API Name, Contact Email.
    3. Enable OAuth Settings.
    4. Set a Callback URL by appending /profile/salesforceconnect to the end of your forum’s URL.
      • If your forum is at https://forum.example.com/, your Callback URL would be https://forum.example.com/profile/salesforceconnect.
      • If your forum is at https://forum.example.com/en/, your Callback URL would be https://forum.example.com/en/profile/salesforceconnect.
      • Callback URL must be HTTPS.
    5. Add to Selected OAuth Scopes:
      • Full access (full)
      • Perform requests on your behalf at any time (refresh_token, offline_access)
    6. Save.

Vanilla: Enable & Configure Addon

  1. Log into your Vanilla forum.
  2. Dashboard → Addons, and click the Salesforce addon’s settings icon.
  3. Fill out the requested information.

    • Where to find your ApplicationID and Secret in Salesforce?

    In the app creation section mentioned in Configure Application in Salesforce under API you will see Consumer Key (which is the ApplicationID) and Consumer Secret (which is the Secret)

  1. Login to Vanilla.
  2. Go to your profile page.
  3. Edit your profile.
  4. Click on the Social section. (/profile/connections)
  5. Click “Connect” on Salesforce.
  6. Follow the instructions from there.

Troubleshooting

If you get stuck on a page that says “error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration”,

make sure that the URL you are on when you are in the social section of your profile matches the Callback URL that you set in the configuration.

Example: If the URL when you are on in your profile’s social section is https://forum.example.com/somedirectory/profile/connections, you should have https://forum.example.com/somedirectory/profile/salesforceconnect in your configuration.

Cloud Hosting

We believe that online communities should be intuitive, engaging and true to your brand. Vanilla allows you to create a customized community that rewards positive participation, automatically curates content and lets members drive moderation.

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