Integrating with Salesforce

Prerequisites

Salesforce Setup Step 1: Create a New Profile Step 2: Set Read Permissions for the Profile Step 3: Create a New User and assign the above Profile to that User

Drivetrain Setup Connecting Reports Connecting Objects

Prerequisites

To connect Salesforce to Drivetrain, you need:

• An active Salesforce Enterprise level account plan or higher

• A user in your organization with Salesforce admin privileges

• Admin privileges in Drivetrain

Salesforce Setup

The integration with Drivetrain can be performed by any Salesforce user in your organisation that has read access to data from the Salesforce APIs. However, we recommend creating a dedicated user for this purpose and giving that user dedicated access only to the data you intend to sync.

Step 1: Create a New Profile

• Log into your Salesforce admin account

• At the top right corner of your screen, select Setup

• Under ADMINISTRATION in the left navigation menu, click on Users and select Profiles from the list

• Click New Profile

• In the dropdown list for Existing Profile, choose Read Only and name the Profile, ‘Drivetrain Integration’ or any other name of your choice

• Once you click Save, the page for that profile will open

Step 2: Set Read Permissions for the Profile

• In the Profile Detail section, click Edit

• After clicking edit, scroll down to the Administrative Permissions Section on the Page.

• Enable API REST Services and API Enabled Permissions.

• Scroll down to the Standard Object Permissions & select the objects you want to sync by selecting read access for every object.

• Permissions required for each customer vary by scope. Minimum permissions required by Drivetrain are Opportunity, Opportunity History, Opportunity Field History, Users, Account, and Lead.

• Scroll down to Custom Object Permissions and select the objects you want to sync.

• Click Save.

Step 3: Create a new User and assign the above Profile to that User

• Under ADMINISTRATION in the left navigation menu, click on Users and select Users from the list

• Click New User.

• Fill out the necessary details, for email please reach out to your customer success manager, choose the user profile you created [e.g. Drivetrain Integration], and click Save.

Drivetrain Setup

Step 1: Click on + New Data Source

Step 2: Click +Connect on the Salesforce Data Connector from the list of integrations

Step 3: On the pop-up, click Login to Connect

Step 4: Sign in with your email and password

Step 5: You will be redirected to the Connected Data Sources page where you'll be able to see your new Salesforce connection and import your Salesforce data in two ways:

• Reports

• Standard Objects

Connecting Reports

Salesforce lets you create custom Reports which are basically a set of records that meet certain criteria set by the user. The following steps will show you how to import a Salesforce Report into Drivetrain.

• Navigate to the report in Salesforce that you want to import and open it. Copy the report URL

• Paste the URL in Drivetrain's modal for Salesforce Reports and click Add.

• When the modal disappears, the report will appear in your list of Salesforce tables

Connecting Objects

Salesforce Objects are the default objects in Salesforce. Some of the most common ones include Opportunities, Leads, and Accounts. You can select tables from an exhaustive list of Objects to import them to Drivetrain.

• Select the Objects you want to import and click Add

• The selected Objects will show up in the list of Salesforce tables. Once the sync is complete, you will be able to see your Salesforce Objects on Drivetrain!

FAQs