Integrating Symphona with Salesforce Sales Cloud

Hello and welcome to the detailed integration guide for connecting Symphona with Salesforce Sales Cloud. This guide is crafted for small to midsize business owners with limited technical expertise. By following the steps outlined below, you'll be able to connect Symphona's Business Process Automation (BPA) SaaS with your Salesforce Sales Cloud, enhancing productivity and efficiency.

Step 1: Starting Your Symphona Automation Journey

Begin by logging into your Symphona account. Look for the “New Process” button within your dashboard, generally situated in the top-right section, and click it to initiate creating a new automated workflow for Salesforce Sales Cloud.

Step 2: Naming and Accessing Your New Process

Upon creating the workflow, assign it a relevant name and description that accurately reflects its purpose. Find your process on the dashboard, hover your mouse over it, and click on “Edit Process.” This action takes you to the Process Editor, where you will configure the steps of your workflow.

Step 3: Configuring Integration Steps with Salesforce

In the Process Editor, direct your attention to the “Step Library” on the right-hand side. Browse through it until you locate the “Integration” category. Here, select “Invoke REST API (General)” and drag it onto your workflow canvas, placing it between the “Start” and “Stop” workflow markers.

Step 4: Setting Up API Calls to Salesforce

When setting up the API calls, there are two crucial aspects you need to be aware of – the endpoint URL and authentication credentials:

Endpoint URL

• The endpoint URL is the specific web address where API requests are sent. For Salesforce, you typically find this within the setup under 'Remote Site Settings’ and ‘API’ sections in your Salesforce account. It might look something like “https://yourinstance.salesforce.com/services/data/vXX.0/” where “yourinstance” is your unique Salesforce instance and “vXX.0” refers to the API version.

Authentication Credentials

• To enable secure communication between Symphona and Salesforce, you'll need to authenticate using OAuth or Session ID. This usually involves setting up a connected app within Salesforce, providing the Consumer Key and Consumer Secret, and configuring OAuth scopes. You can create a connected app by navigating to “Apps” in the “Platform Tools” section of the Salesforce setup.
• OAuth is a common authentication method where the application requests an access token from Salesforce. The token is then used for making API calls.
• Salesforce provides detailed steps on obtaining these credentials in its security guide. It's important to secure and maintain the confidentiality of these credentials.

For each API call in Symphona, specify the HTTP method (GET, POST, PUT, DELETE) and include both the endpoint URL and the necessary authentication credentials.

Step 5: Testing and Going Live

Before activating the workflow in Symphona, conduct a series of tests to ensure that it's properly communicating with Salesforce. Address any errors that emerge during testing and tweak the workflow until it operates seamlessly. With successful testing complete, activate the workflow to commence automated interactions between Symphona and Salesforce Sales Cloud.

Wrapping Up and Additional Resources

By integrating Symphona with Salesforce Sales Cloud, you establish a powerful synergy that automates and optimizes your business operations. Automation allows you to focus more resources on driving business growth and less on routine tasks.

Below are Salesforce documentation links to assist with endpoint URL configuration and authentication details:

• Salesforce API Basics: Salesforce Developers API Documentation
• Authentication with Salesforce (including OAuth): Salesforce Security Guide

Tailoring the integration to match your specific business needs is vital for maximized efficiency and effectiveness.

Enjoy your new level of automation with Symphona and Salesforce Sales Cloud!

• Integrating Symphona with Salesforce Sales Cloud
• Step 1: Starting Your Symphona Automation Journey
• Step 2: Naming and Accessing Your New Process
• Step 3: Configuring Integration Steps with Salesforce
• Step 4: Setting Up API Calls to Salesforce
• Endpoint URL
• Authentication Credentials
• Step 5: Testing and Going Live
• Wrapping Up and Additional Resources