The activation of the integration is straight forward. Salesforce’s API is tied to a specific user, so the first step is to determine what user login you will use to interface the two products. Some users spend the extra money with Salesforce to get a dedicated API user id, while others simply use the Support Manager’s user id. In either case, log into Salesforce with that account information and get the Security Token.
The Salesforce security token will be e-mailed to you by following these steps:
- Log in to Salesforce via the browser to request your security token.
- Click your name at the top of the screen
- Click “My Settings”
- Click “Personal” on the left hand list to expand
- Click the “Reset My Security Token” link to trigger an email which will contain your security token.
- Select and copy the token from the email.
This Security Token will need to be entered into your Salesforce Integration page which is found by going to Admin->Integration Tab->Salesforce. There are several required fields required for the integration. These are defined here. Please remember to check the “Synchronization Active” box when you ready to start the sync.
If you have followed the steps above, but do not see the Customer information in a few minutes, please go to Reports and select the “CRM Sync Logs” report in TeamSupport. This report should show you the synchronization activity and errors that have occurred.
You can also go to Salesforce and select Setup->My Personal Information->Personal Information. At the bottom of that page is a list of user logins and API attempted logins to your Salesforce account.
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