Salesforce Setup

Account Setup

For IMan to connect you must have a valid login with appropriate access right. When it’s time to configure the system connector you will require: Username, password, security token. The following steps detail how this achieved.

  1. Login to your Salesforce account and click Setup.

  2. Then Manage Users.
  3. Add or edit users.
  4. Create a New User.
  5. Ensure you select an appropriate profile for the User Licence and Profile AND that you have entered a valid email address.
  6. Go to My Settings.
  7. Click Personal, Reset My Security Token.
  8. Click Reset Security Token. An email will be sent to the user's email address containing the new security token. This will need to be entered into the IMan setup.

OAUTH Setup

Nick we need some stuff here.

  1. Login to your Salesforce account and click Setup.
  2. Scroll to the Build sub-menu, expand Create, then click Apps.
  3. Scroll to the bottom of the screen and click New.

Enter the following details:
  1. Connector App Name
    • IMan Integration
  2. API Name
    • IMAN
  3. Contact Email
  4. Enable OAuth Settings
    • Checked
  5. Callback URL
    • https://login.salesforce.com/services/oauth2/callback
  6. Select OAuth Scopes
    1. Full Access (Full)

  1. Click Save and keep a copy of the following settings from the next page:
    • Consumer Key
    • Consumer Secret