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How to
Connect your Salesforce org to Pendula

Malcolm Jacobson
Malcolm Jacobson
  • Updated

Pendula authenticates with Salesforce using the OAuth 2.0 protocol. OAuth 2.0 is a standard for authorising applications to talk to each other.

Salesforce user permissions

The Salesforce user account that is used to authenticate your Pendula tenant with your Salesforce org requires a Salesforce user license, with the following permissions.

System Permissions

Permission Use
API Enabled Required to use the Salesforce REST API
Customize Application Required to create Outbound Message definitions for flows
Manage Custom Permissions Required by the Customize Application permissions
View Roles and Role Hierarchy Required by View Setup and Configuration permission
View Setup and Configuration Required to list objects that can be used to create a Record-Triggered Flow
Modify Metadata Through Metadata API Functions Required to read, create and update Flows and Outbound Message definitions

 

App Permissions

Permission Use
Enable System Mode Flow Activation

Required as Flows run in System context
Manage Flow Required by Enable System Mode Flow Activation permission

 

Object Permissions

Objects that are used in a Pendula flow require the following permissions.

Permission Use
Read

Required to list the objects fields
Create

Required to create a record of the object type from the Create Record action
Edit

Required to update a record of the object type from the Update Record action
View All Records

Required to read records of the object type from the Get Record action/Scheduled Trigger
Field Permissions

Read permission is required for any field to be returned from Get Record action/Scheduled Trigger/Event Trigger.

Edit permission is required for any field to be updated from Update Record Action.

 

Pendula4E Object Permissions for Activity Sync

The following permissions are required so that records in these objects can be created and updated by the activity sync service and triggers.

Object Permissions
Pendula4E__Message_Event__c Read, Create, Edit, Delete, View All Records, Modify All Records, View All Fields
Read Access, Edit Access to all fields
Pendula4E__Message_Recipient__c

Read, Create
Pendula4E__Message__c

Read, Create, Edit, Delete, View All Records, Modify All Records, View All Fields
Read Access, Edit Access to all fields

Record Type Assignments: Inbound SMS, Outbound Email, Outbound SMS

 

Recipient matching

Your selected Contact, Lead, User or Person Account objects require Read, View All Records, Read Access to the following fields:

  • Id
  • MobilePhone
  • Email
  • PersonMobilePhone (for Person Accounts only)
  • PersonEmail (for Person Accounts only)

 

Connect your Pendula tenant

To connect to a Salesforce org from Pendula:

  1. Log into your Pendula tenant with the user that has the correct Salesforce permissions.
  2. Select Integrations from the main menu. The integrations page shows:
    1. Active connections: applications you have already connected to Pendula
    2. Setup connection: applications you can connect to Pendula
  3. Click the Salesforce tile under the Setup connection heading. This opens the page where you can enter the details of your new connection.
  4. Enter salesforce-integration (case sensitive) as the Name to identify this connection. This value is used as the API Name, and is also the name that can be selected within a flow to choose a particular connection - e.g. Production or Sandbox.
  5. Enter a Description to make it easier to identify this connection from the list.
  6. Select either Production or Sandbox from the Environment drop-down.
  7. Click Connect. If you are not logged into your Salesforce org, this will take you to the login screen so you can log into your org.
  8. Click Allow in the Salesforce window to allow Pendula access to your org.
  9. You will be redirected back to Pendula. Click Save connection.

Authentication is now established with your Salesforce org, and the connection is added to your Active connections list.