Obtaining your Salesforce Key and Secret Token:Step 1: Using an administrator account, log in to Salesforce. From the top right header menu, click “Setup.”
Step 2: In the left navigation menu expand “Create” and then click “Apps.”
Step 3: On the Apps page, in the Connected Apps section, click “New.”
Step 4: In the New Connected App page and enter the following information in to the page.
- Connected App Name: Greenvelope
- API Name: Greenvelope
- Contact Email: email@example.com
- Callback URL: https://www.greenvelope.com/_addon/salesforce.aspx
- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)
Step 7: In the page that appears for your new connected app, copy the Consumer Key and Consumer Secret values.
Step 8: Click your account name in the top left.
How to Connect Salesforce:
Step 9: Select “Add Ons” and click the “Configure” link for Salesforce.
Step 10: Enter your “Consumer Key” and “Consumer Secret Token” values for your Salesforce organization obtained in steps 1-7.
Step 11: Click “Authorize.” You will be asked to sign in to your Salesforce account (if you are not already logged in). Select "Allow" to give Greenvelope access to your Salesforce account.
*NOTE* This process allows you to import contacts from Salesforce. For more information on automatically syncing RSVP data from Greenvelope to Salesforce click here.