Objective
In this article, you’ll learn how to connect Salesforce with Coconut, ensuring a smooth setup and integration process for improved tracking and managing client engagements.Especially, automatically sync appointments created in Coconut with their corresponding record type in Salesforce.
NOTE: Salesforce is a paid add-on. Please connect with your Customer Success Manager to get started.
Technical requirements
To get the most out of Coconut’s new Salesforce integration some permissions and features must be available within your Salesforce environment.
Not all Salesforce editions offer the required functionality, so to ensure a properly functioning integration, only the following versions of Salesforce are supported by Coconut:
Enterprise Edition
Unlimited Edition
Performance Edition
Developer Edition
Metadata API
The integration relies heavily on the Salesforce Metadata API to control layout changes that Coconut uses to embed its tools within Salesforce.
In addition to ensuring the correct version of Salesforce listed above, the user must have the API Enabled permission to be able to access the API.
More details can be found in the Salesforce documentation.
REST API
The integration requires access to the REST API within Salesforce. Users must have a profile that has “API Enabled” permission to successfully access the API.
More information can be found in the Salesforce documentation.
Test coverage
Salesforce requires all deployed code to have unit tests that test at least 75% of the code. The user must ensure this level of test coverage before integrating Salesforce with Coconut.
More information can be found in the Salesforce documentation.
Back up your metadata
Salesforce doesn’t have any rollback functionality for the deployments but provides restoring Metadata from Backups. The user should take a backup of their current instance before tests.
More information can be found in the Salesforce documentation.
Choosing Sandbox organization for testing
The first integration connection should be done in Sandbox organization before production organization. After tests are done in the Sandbox, users can connect to their production organization. Before upgrading from the old integration, Sandbox should be selected first.
More information can be found in the Salesforce documentation.
Steps
To connect Salesforce with Coconut, your organization will need to:
While logged in as an administrator in Coconut, go to Settings
Go to Integrations & API
Select CRM
Select Salesforce
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Select either the Production or Sandbox Salesforce environment for setting up and log in to your Salesforce account
This establishes a connection between your organization’s Coconut account and your Salesforce instance automatically
Review Field Mappings and Settings in Coconut to ensure that the mappings are correct
A note on access and visibility
Coconut admin users can access Settings and input integration details in Coconut.
NOTE: You will require someone at your organization with Salesforce administrator access to fully integrate Salesforce with Coconut.