Step 1 - Set up Salesforce Permissions
Navigate to Salesforce Setup. Within Setup, navigate to Permission Sets and either create a new Permission Set or edit an existing one (if an integration permission set already exists).
Within the Permission Set, select "App Permissions", click "Edit" and ensure "Query All Files" is selected:
Within the Permission Set, select "System Permissions", and ensure "View All Data" is selected:
Save the Permission Set.
For the appropriate integration user, navigate to the "Permission Set Assignments" section. Select "Edit Assignments" and assign the Permission Set configured above:
Step 2 - Set up Salesforce Permissions
Navigate to Salesforce Setup. Within Setup, navigate to 'External Client App Manager' and select the 'Dcisive_ECA' External Client App.
Within the Policies tab select 'Edit'.
Choose 'Admin approved users are pre-authorised' in the 'Permitted Users' dropdown.
Specify the profile for your organisation's integration user in the 'Selected Profiles' section.
Click 'Save'.
Step 3 - Add Salesforce Storage Location to Dcisive
Within Dcisive, navigate to "Storage" within the "Settings" screen. Select "Add Storage"
Select "Salesforce" as the storage location, enter the Salesforce domain (without the https://) and click "Connect":
Follow this Salesforce guide for determining the correct login URL -> Use the Correct Login URL
For production environments: MyDomainName.my.salesforce.com
For sandbox environments: MyDomainName--SandboxName.sandbox.my.salesforce.com
You will be asked to allow permissions for the integration user. Select "Allow"
Enter the name of the Salesforce storage location and click "Save":
Validate that the green "Connected" indicator is visible for your connection:
