How to Configure Ticketing on Salesforce?
Written by Medha Anand
Updated on June 26th, 2023
- Getting Started
- Bot Building
- Smart Agent Chat
- Conversation Design
-
Developer Guides
Code Step Integration Static Step Integration Shopify Integration SETU Integration Exotel Integration CIBIL integration Freshdesk KMS Integration PayU Integration Zendesk Guide Integration Twilio Integration Razorpay Integration LeadSquared Integration USU(Unymira) Integration Helo(VivaConnect) Integration Salesforce KMS Integration Stripe Integration PayPal Integration CleverTap Integration Fynd Integration HubSpot Integration Magento Integration WooCommerce Integration Microsoft Dynamics 365 Integration
- Deployment
- External Agent Tool Setup
- Analytics & Reporting
- Notifications
- Commerce Plus
- Troubleshooting Guides
- Release Notes
Table of Contents
In order to enable Ticketing on Salesforce, you will first have to set up a Connected App. You can read more about that in the following article.
Setting up a Connected App on Salesforce Setup
Step 1: Navigate to the Setup dashboard of Salesforce, as shown.
Step 2: Search for App Manager from the Quick find, and select New Connected App.
Step 3: Under Basic Information, fill the mandatory fields, as shown.
Step 4: Check the box for Enable OAuth Settings, and add this call back URL - https://login.salesforce.com/services/oauth2/success
OAuth scopes that needs to be added for the app are -
- Allow access to your unique identifier.
- Perform requests on your behalf at any time.
- Provide access to your data via the Web.
- Access and manage your data.
- Full Access (To access features like create lead).
Step 5: Next, check the box for digital signatures, upload the generated certificate file and also generate a private key.
For generating the certificate file and private key, run the below commands on openssl environment -
openssl genrsa 2048 > host.key chmod 400 host.key openssl req -new -x509 -nodes -sha256 -days 365 -key host.key -out host.cert
Upload the host.cert file by selecting the Choose File button.
Step 6: After clicking on save and continue, Consumer Key and Secret will be generated, note these down for future reference.
Step 7: To authorize the App, navigate to the below URL -
https://<salesforce_domain>/services/oauth2/authorize?response_type=token&client_id=<client_id>&redirect_uri=https://login.salesforce.com/services/oauth2/success
Note:
salesforce_domain is your domain URL(can be found by searching domain on LHS Quick find)
client_id field will contain the Consumer Key
On clicking the above URL, the authorization page opens up as shown. Cick on Allow for all the stated permissions.
Step 8: The clientId (consumer key) and username will be used for creating the Connected Application with Haptik.
Now that you are done with creating and configuring a Connected App, you can move to implementing ticketing on Salesforce. To know how to implement ticketing on Salesforce, click here.
