Configure Salesforce App

NOTE: This step only needs to be completed once per Salesforce Org. If your Salesforce Administrator has already completed this step and provided you with a Consumer Key, skip ahead to Configure UC Integrator

1. Log in to Salesforce
2. Navigate to Setup
3. Under Platform Tools > Apps, select App Manager
    
4. Selected Connected App
   
5. Complete the following fields, leaving all others default
   • Connected App Name: UC Integrator
   • Contact Email: Set a notification email for integration failure notifications
   • Enable OAuth Settings: Checked
   • Enable for Device Flow: Checked
   • Callback URL: https://login.salesforce.com/services/oauth2/success
   • Selected OAuth Scopes: Manage user data via APIs (api), Perform requests at any time (refresh_token, offline_access)
   • Require Secret for Web Server Flow: Unchecked
   • Require Secret for Refresh Token Flow: Unchecked
6. Click Save
   
7. If prompted, click Continue
8. Under the Consumer Key, click Copy
   
9. This key will need to be provided to all Salesforce users to set up their UC Integrator license

Configure UC Integrator

1. Open the UC Integrator application
2. Click Configuration
   
3. Under Integrations, click (Add new)
   
4. Select Salesforce and click Set
   
5. In the Client id field, paste the Consumer Key configured in Phase 1 (contact your Salesforce Administrator if needed)
6. Click Authorize
   
7. Log in to the new window with your Salesforce credentials
8. The application should now show Authorized as: <Your Name>. Click Get Objects to load more custom objects into the app
9. Uncheck any objects you do not wish to search for
10. Scroll down to Activities to configure additional settings
    
11. Click Save