How to
Connect your Salesforce org to Pendula
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 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
- PersonMobilePhone (for Person Accounts only)
- PersonEmail (for Person Accounts only)
Connect your Pendula tenant
To connect to a Salesforce org from Pendula:
- Log into your Pendula tenant with the user that has the correct Salesforce permissions.
- Select Integrations from the main menu. The integrations page shows:
- Active connections: applications you have already connected to Pendula
- Setup connection: applications you can connect to Pendula
- Click the Salesforce tile under the Setup connection heading. This opens the page where you can enter the details of your new connection.
- 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
orSandbox
. - Enter a Description to make it easier to identify this connection from the list.
- Select either
Production
orSandbox
from the Environment drop-down. - 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.
- Click Allow in the Salesforce window to allow Pendula access to your org.
- 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.