BlueConic

The Salesforce sales cloud integration enables you to seamlessly transfer lead data collected through Experiences by Jebbit directly into your Salesforce sales cloud account. This integration streamlines your lead management process by automating data flow between platforms, ensuring timely and accurate lead capture.

The Lead/Contact fields in SFSC are mapped to your Jebbit mapped attribute IDs and the values passed for these attributes.

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Confirm you have administrative access to your Salesforce sales cloud account.

Possess the necessary permissions to create and manage integrations within Experiences by Jebbit.

Identified the specific fields in Salesforce that you wish to populate with data from your experience.

- Confirm you have administrative access to your Salesforce sales cloud account.
- Possess the necessary permissions to create and manage integrations within Experiences by Jebbit.
- Identified the specific fields in Salesforce that you wish to populate with data from your experience.

Create a Salesforce Sales Cloud integration

Follow these steps to securely provide Experiences by Jebbit with access for the integration.

Create a <a href="https://help.salesforce.com/s/articleView?id=xcloud.connected_app_overview.htm&amp;type=5" rel="nofollow noopener noreferrer" target="_blank">Connected App</a> in Salesforce.

Enable OAuth Settings for API Integration.

Select the following OAuth Scopes: a. Access and manage your data.

b. Allow access to Lightning applications.

c. Perform requests on your behalf at any time.

Under IP Relaxation, choose Relax IP Restrictions.

Under API Settings, copy and save the following details into a <code>.txt</code> file:

- Consumer Key
- Consumer Secret
- Callback URL

1. Create a <a href="https://help.salesforce.com/s/articleView?id=xcloud.connected_app_overview.htm&amp;type=5" rel="nofollow noopener noreferrer" target="_blank">Connected App</a> in Salesforce.
2. Enable OAuth Settings for API Integration.
3. Select the following OAuth Scopes: a. Access and manage your data.
 b. Allow access to Lightning applications.
 c. Perform requests on your behalf at any time.
4. Under IP Relaxation, choose Relax IP Restrictions.
5. Under API Settings, copy and save the following details into a <code>.txt</code> file:
 - Consumer Key
 - Consumer Secret
 - Callback URL

Create an API User for Experiences by Jebbit

Create a user in Salesforce with the email: <a href="mailto:integrations@jebbit.com" rel="nofollow noopener noreferrer" target="_blank">integrations@jebbit.com</a>

Navigate to Setup &gt; Manage Users &gt; Profiles.

Open the new user’s profile and click Edit.

Under Administrative Permissions, check API Enabled.

Assign the following permissions to this user’s profile: Read, Create, Edit, Delete, View All, and Modify All on all standard and custom objects.

1. Create a user in Salesforce with the email: <a href="mailto:integrations@jebbit.com" rel="nofollow noopener noreferrer" target="_blank">integrations@jebbit.com</a>
2. Navigate to Setup &gt; Manage Users &gt; Profiles.
3. Open the new user’s profile and click Edit.
4. Under Administrative Permissions, check API Enabled.
5. Assign the following permissions to this user’s profile: Read, Create, Edit, Delete, View All, and Modify All on all standard and custom objects.

Aside from email, choose the Jebbit attributes you want to send.

Specify the Salesforce Object (Lead or Contact) and Salesforce Field for each attribute.

Note that <a href="https://developer.salesforce.com/docs/atlas.en-us.234.0.object_reference.meta/object_reference/sforce_api_objects_lead.htm" rel="nofollow noopener noreferrer" target="_blank">Lead</a> and <a href="https://developer.salesforce.com/docs/atlas.en-us.234.0.object_reference.meta/object_reference/sforce_api_objects_contact.htm?q=contact" rel="nofollow noopener noreferrer" target="_blank">Contact</a> objects have their own unique fields.

Indicate whether you’re collecting EU, Non-EU, or both data types.

Copy the information from the previous steps above into your

1. Aside from email, choose the Jebbit attributes you want to send.
2. Specify the Salesforce Object (Lead or Contact) and Salesforce Field for each attribute.
3. Note that <a href="https://developer.salesforce.com/docs/atlas.en-us.234.0.object_reference.meta/object_reference/sforce_api_objects_lead.htm" rel="nofollow noopener noreferrer" target="_blank">Lead</a> and <a href="https://developer.salesforce.com/docs/atlas.en-us.234.0.object_reference.meta/object_reference/sforce_api_objects_contact.htm?q=contact" rel="nofollow noopener noreferrer" target="_blank">Contact</a> objects have their own unique fields.
4. Indicate whether you’re collecting EU, Non-EU, or both data types.
5. Copy the information from the previous steps above into your
 <code>.txt</code> file created earlier.

Callback URL: <a href="https://companya.lightning.force.com/" rel="nofollow noopener noreferrer" target="_blank">https://CompanyA.lightning.force.com/</a>

Jebbit Attribute: First Name, Salesforce Field: FirstName

Jebbit Attribute: Last Name, Salesforce Field: LastName

Jebbit Attribute: Business Name, Salesforce Field: Business_Name

Jebbit Attribute: Phone Number, Salesforce Field: MobilePhone

Submit your .txt file via dropbox file request

Transfer the information from your .txt file via Dropbox File Request <a href="https://www.dropbox.com/request/AeZPY7U0i9AD0MAr6AN2" rel="nofollow noopener noreferrer" target="_blank">via the provided URL.</a>

The integrations team will confirm when the setup is complete and will be in contact regarding timelines and testing.

- The integrations team will confirm when the setup is complete and will be in contact regarding timelines and testing.