Salesforce Integration Setup

Overview 

In this article, you'll learn how to activate the integration between Salesforce and Kantata OX. 

If desired, you can create a free Salesforce Developer or full Sandbox account to test the integration. Please note that these accounts may not include all the integration features available in an Enterprise account. Additionally, depending on your Sandbox account type, you may need to manually copy integration-specific configurations over from your production account. For assistance with creating a Salesforce account, please contact the Salesforce support team.

How to Set Up the Salesforce Integration

Please perform the following steps in the listed order to fully activate the Salesforce integration:

1. Install the Salesforce Adapter.
2. Configure the Connector.
3. Register the OAuth application in Kantata OX.

Part 1: Install the Salesforce Adapter

1. Log in to Salesforce.
2. In a separate browser tab, open the installation link provided by the Technical Services team.
3. On the Install Mavenlink for Salesforce page, select Install for All Users.
4. Click Install. A request to access the Kantata OX application and API displays.
5. Select the Yes, grant access to these third-party websites checkbox and click Continue. The installation process begins.
6. Once the installation is complete, switch back to Salesforce. The Mavenlink Connector now appears in the App Menu, located in the top-left corner of the page.
7. Proceed to Part 2 of the installation process.

Part 2: Configure the Connector

1. In the Mavenlink Connector in Salesforce, select the Mavenlink Configuration tab. The Mavenlink Package Configuration page opens.
2. Under the Integration Options subtab, click the Edit button. The fields become editable.
3. Under the Processing Control section, select the Enable Opportunity Processing and Enable Feed Processing checkboxes.
4. Under the Synchronization Settings section, select the Sync Posts checkbox.
5. Click Save.
6. Proceed to part 3 of the installation process.

Part 3: Register the OAuth Application

1. In the Mavenlink Connector in Salesforce, select the Mavenlink Configuration tab. The Mavenlink Package Configuration page opens.
2. Select the Authentication Settings subtab.
3. In the Authentication Settings subtab, copy the Redirect URI.
4. Open a new browser tab and log in to Kantata OX.
5. In Kantata OX’s left navigation, hover over Settings and select API.
6. On the API Settings page, select View your Account's Registered Applications.
7. On the Your registered Kantata OX Applications page, select Register a new Kantata OX Application. The Register a new Kantata OX Application page opens.
8. Enter an Application Name and then paste the redirect URI previously copied from the Authentication Settings subtab into the Application Callback URI field.
9. Click Save. The application detail page opens.
10. Copy the values in both the Kantata OX Application ID and Secret Token fields and paste them in a separate document.
    Note: These values will be entered into Salesforce in step 12 of this process.
11. Switch back to Salesforce and click Start under the Authentication Settings subtab.
12. Enter the authentication details in the fields that appear:
    
    • Account Name—The name of the connector.
    • Client ID—The Kantata OX Application ID in the registered application.
    • Client Secret—The Secret Token in the registered application.
13. Click the Authorize API (Step 1) button. An OAuth Authorization page appears.
14. Click Authorize. Access to Kantata OX is authorized and you’re redirected back to the Authentication Settings subtab in Salesforce.
15. Under the Authentication Settings subtab, click the Connect API (Step 2) button. Your Kantata OX and Salesforce accounts connect and the Connection Status displays under the Authentication Settings subtab.

How to Test the Salesforce Integration

Please perform the following steps in the listed order to test the Salesforce integration and confirm it was set up correctly:

1. Create a sample project in Salesforce.
2. Confirm the project synced to Kantata OX.

Part 1: Create a Sample Project in Salesforce

1. Log in to Salesforce.
2. In the Mavenlink Connector, select the Mavenlink Projects tab.
3. Click New. The New Mavenlink Project modal opens.
4. Enter a Title, which is the project name that will display in Salesforce.
5. Enter the Project Title, which is the project name that will display in Kantata OX.
6. Enter any other required information. This may vary depending on the project setup requirements for your organization.
7. Click Save to create the project.
8. Refresh the browser webpage. If the setup is successful, a value is displayed for the Mavenlink URl field.
   Note:If no value is displayed, please repeat the authentication steps.
9. Proceed to Part 2 of the testing process.

Part 2: Confirm the Project Synced to Kantata OX

1. Log in to Kantata OX.
2. In the left navigation, select Projects. The Projects page opens.
3. On the Projects page, search for your project in the Search field in the top bar. If your project does not appear in the project list, please repeat the Salesforce integration authentication steps.