How to integrate with Sage People

Prerequisites

Please carefully read the following to ensure you can complete the setup:

• You are a System Administrator of your SalesForce instance.

Step by step instructions

Step 1 - Find your Salesforce subdomain

• Log in to your salesforce account, and view the url of the site you are connected to:

  

• Paste this URL into the Ravio connection flow.

   

Step 2 - Create an API user

1. Go to Administration > Users > Users and click on "New User"

   

2. Fill in the basic contact informationSet the Role to API userClick Save

   

3. Assign the right permission sets to the user. You can base them off of this guide.

   

Step 3 - Create client credentials

1. Log in to your salesforce instance, click the cog in the top right and select "Setup":

   

2. In the left sidebar, go to Platform tools > Apps > App Manager:

   

3. Next, click on "New Connected App":

   

4. Fill in your details under "Connected App Name", "API Name" and "Contact Email" and click on

5. "Enable OAuth Settings"

Step 4 - Add the required settings

1. On the same page, select , "Enable for Device Flow", and enter the "Callback URL" as "https://login.salesforce.com/services/oauth2/success". Select the "Manage user data via APIs (api)"

   

2. Make sure that the "Manage user data via APIs (api)" permission is part of Selected OAuth Scopes

   

3. Further below, select the following settings

   

4. Hit "Save" at the very bottom of the page

   

5. Now go to "Apps > Connected Apps > Manage Connected Apps" and click on "Edit"

   

6. Go to "Client Credentials Flow" and click on the Search icon

   

7. Then, select the user you created earlier

   

8. Hit "Save"

   

9. Go back to the "App Manager" (see how to get there in step 2.)

10. Find your app and click on "View"

    

11. Click on "Manage Consumer Details"

    

12. Copy the Consumer Key and Consumer Secret