Connecting Salesforce

Last Updated: Apr 28, 2016 06:51PM PDT
Now relationship-building and customer relations management is easier than ever with the new Salesforce - Greenvelope integration. Integrating with Salesforce allows Greenvelope users to directly import contacts from Salesforce campaigns and sync RSVP data back into campaign member statuses in real time. The best part is configuring the integration is simple by following the steps below, and the configuration does not require a developer. 

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: support@greenvelope.com
Step 5:  Check the "Enable OAuth Settings" checkbox and enter the following information:
  • Callback URL: https://www.greenvelope.com/_addon/salesforce.aspx
Additionally, in the Available OAuth Scopes list, select the following items and click "Add":
  • Access and manage your data (api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)
Step 6: Click Save. You are now ready to obtain your Salesforce integration information!

Step 7: 
In the page that appears for your new connected app, copy the Consumer Key and Consumer Secret values.



How to Connect Salesforce:

Step 8: Click your account name in the top left.

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.


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