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Integrate to Salesforce

Pull data directly from Salesforce API to automatically update key results. Send these instructions to your Salesforce administrator, contact your WorkBoard CSM or email our Integration team to get started!

Once the initial setup is complete, a WorkBoard integration specialist will build and manage the integration. 

If you would like to automatically update key results using a Salesforce Apex class instead, click here for instructions.

Create a new Salesforce user for the integration

You can use integration@workboard.com as the user email, or create an email using your own domain.

Get your Consumer Key and Consumer Secret from Salesforce

  1. Click on "Setup" in the top right corner.
    SFDC_Step_1.png
  2. In the left hand navigation, you'll see App Setup
    • Click "Create"
    • Click "Apps"
      SFDC_Step_2.png
    • Scroll down to the bottom, and you'll see "Connected Apps"
    • Click "New."
      SFDC_Step_3.png
  3. Fill out the the required fields
    • Connected App Name is "WorkBoard Service Hook"
    • API Name=WorkBoard_Service_Hook (filled automatically)
    • Enter the contact email
  4. Click the checkbox to enable OAuth settings.
    • The callback URL is not used in the integration. Enter:
      https://www.myworkboard.com/oauth/_callback
    • Select "Full Access" and click "Add"
      SFDC_Step_4.png
    • Then click "Save"
  5. On the next page, under OAuth Settings, you'll see Consumer Key and the option to reveal and get your Consumer Secret.
    SFDC_Step_5.png

Get your Salesforce Security Token

You are given a security token via email the first time you log into Salesforce. If you need to reset it:

  • Click on your username in the top right corner
  • Choose "Setup" from the menu
  • Click "My Personal Information"
  • Click "Reset your security token" and follow the steps provided

Send Your Info to our Integration Team

Fill out our Salesforce integration form, and a WorkBoard integration specialist will get in touch with you within 24-48 hours to enable your integration.

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