How do I setup an integration with Salesforce?

I'm ready to setup an integration with Salesforce, how do I do that?

  1. Login to Salesforce as an Admin
  2. Click on Setup in the User dropdownScreen_Shot_2019-07-12_at_8.49.33_AM.png
  3. Click on Create in the App Setup SectionScreen_Shot_2019-07-12_at_8.51.14_AM.png
  4. Click on Manage your custom appsScreen_Shot_2019-07-12_at_8.51.49_AM.png
  5. Click on New on the Apps pageScreen_Shot_2019-07-12_at_8.53.19_AM.png
  6. Enter in the information exactly as shown below.
  7. Click on Save
    • It will take between 2-10 minutes for the changes to take effect
  8. Click on Continue
  9. Copy and save off the Consumer Key and the Consumer Secret - you will need these to setup the integration in One Click ContractorScreen_Shot_2019-07-12_at_8.55.57_AM.png
  10. Login to One Click Contractor as an Admin
  11. Click on the Administration Tab on the top right
  12. Click on the Integrations Tab
  13. Click on the Authorize Button for Salesforce
  14. Enter in your Consumer Key and Consumer Secret
  15. You will be redirected to the Salesforce site, click Allow for OCC to have access to your Salesforce account
  16. You will be redirected back to One Click Contractor and the Salesforce users will be shown. The first sync will take up to 5 minutes. Start by refreshing if you don't see the users.