Salesforce
ON Salesforce Integration
Last updated
ON Salesforce Integration
Last updated
If your brand leverages Salesforce as its CRM system, ON provides an integration solution for effortlessly transmitting customer information collected in the chat directly to your Salesforce platform. Integrating ON with Salesforce streamlines customer data management, empowering your brand to enhance customer interactions, personalize experiences, and drive more effective sales and marketing strategies.
Please see below for instructions on how to set this up.
Create Integration Profile
Create a new Profile with API Enabled and API Only User permissions enabled → You can find these settings in the System Permissions section
Enable create, read, and edit permissions for objects ON will be interacting with (e.g., Leads, Contacts) and any required field-level permissions. You can adjust these settings in the Object Settings section
Create Integration User
Create a new User and associate it with the Profile created in the previous step
Create Client Credentials Connected App
In the App Manager, create a new Connected App
On the Edit page of the App, enable OAuth Settings by checking the corresponding box. This will expand additional settings
Set the Callback URL to “”
Choose “Manage user data via APIs” for OAuth Scopes
Check the box to Enable Client Credentials Flow
On the Manage page of the App, click Edit Policies, and select the User created in the previous step for the Client Credentials Flow Run As input
Provide ON with Credentials
On the View page of the Connected App created earlier, click the Manage Consumer Details button in the API (Enable OAuth Setting) section
Provide ON with the Consumer Key and Consumer Secret found on the next page