How to integrate ADManager Plus with Salesforce CRM
Steps to generate the Client ID and the Client Secret in Salesforce:
- Navigate to Home > Apps > App Manager > New Connected App
- Check the Enable OAuth Settings box for that connected app.
- Select the following scopes:
- Manage user data via APIs (api)
- Full access (full)
- Access unique user identifiers (openid)
- Access Lightning applications (lightning)
- Perform requests at any time (refresh_token, offline_access)
Note: You can select additional scopes if additional actions are required.
- Check the boxes next to Require Secret for Web Server Flow, Require Secret for Refresh Token Flow, and Enable Client Credentials Flow.
- Save your changes.
- Select an execution for the flow.
- From the connected app detail page, click Manage.
- Click Edit Policies.
- Under Client Credentials Flow, for Run As, find the user to which you want to assign the client credentials flow.
- The execution user must have the API Only permission.
- Save your changes
- After saving the connected app, click Manage Consumer Details to find the Consumer Key and Consumer Secret.
Steps to configure Salesforce CRM in ADManager Plus:
- Go to the Automation tab.
- Click HCM Integrations under Automation in the left pane.
- Under the HCM applications section, click the Custom HCM tile.
- In the Custom HCM Integration window that pops up, enter a suitable Name, Description and upload a Logo of Salesforce CRM and hit Save.
- Click the Salesforce CRM Integration tile added in the previous step to configure the API authorization methods, endpoints, and LDAP data mapping.
- Click Authorization.
- Select the Authorization Type as OAuth 2.0, fill in the following details and click Configure.
- Authentication Type: OAUTH (client credentials)
- Access Token URL: https://<your domain>/services/oauth2/token
- Scope: Full (depends on the use case)
- In the SalesForce CRM Endpoint Configuration section, click Add API Endpoint and configure the endpoints.
- API reference: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_query
- Sample endpoint: https://zhield-dev-ed.my.salesforce.com/services/data/v54.0/query?q=SELECT+FIELDS(ALL)+FROM+User+LIMIT+20
Note: zhield-dev-ed.my.salesforce.com is the host, which will change for every instance. The above link is the sample endpoint to fetch all the users from Salesforce.
9. Once done, click Test & Save.
Sample response:
New to ADSelfService Plus?
Related Articles
How to integrate ADManager Plus with Close CRM
Overview Close CRM is a versatile CRM solution that empowers organizations to effectively manage and cultivate customer relationships. It is an all-in-one solution that includes everything you need to manage your leads, contacts, and sales pipeline, ...
How to integrate ADManager Plus with Zoho CRM
Overview Zoho CRM is a comprehensive and cloud-based Customer Relationship Management (CRM) software which is designed to help businesses of all sizes manage their customer interactions, streamline sales processes, and improve customer relationships. ...
How to integrate ADManager Plus with ActiveCampaign
Overview ActiveCampaign is a dynamic and comprehensive customer experience automation platform, offering organizations the tools to automate marketing, sales, and customer engagement processes, ensuring tailored interactions and efficient ...
How to integrate ADManager Plus with Splunk
This integration empowers you to forward logs from ADManager Plus to your Splunk server for detailed auditing. Steps to configure Splunk server settings in ADManager Plus : Log in to ADManager Plus and navigate to the Admin tab. Under System ...
How to integrate ADManager Plus with ServiceDesk Plus?
Objective: To integrate ADManager Plus with ServiceDesk Plus Solution: The ADManager Plus-ServiceDesk Plus integration allows administrators to perform Active Directory management operations directly from the ServiceDesk Plus console. Using the ...