Who can use this feature?
- Admins
- Available on all plans
Connections allow you to bring data into Unison from another source. Once connected, you can create one or more integration jobs to determine the scope and frequency for the following objects:
Add a Salesforce connector
The Salesforce connector user should have “API Access” enabled and should have full read/write abilities on the objects you want to pull data from. Additionally, Unison uses Salesforce REST API v47.0 (/services/data/v47.0) to retrieve data.
1. Create an External Client App in Salesforce
A Salesforce External Client App is required to authenticate Unison with Salesforce. The External Client App defines the OAuth entry point and permissions Unison uses to connect to your Salesforce instance.
These steps are written for Salesforce Lightning Experience. Salesforce labels can vary by org and release, so use Setup > Quick Find instead of relying on the older Setup navigation tree.
- Log in to Salesforce using an account with administrator access.
- Allow External Client Apps to use the authorization code and credentials flow:
- From Setup, in the Quick Find box, enter OAuth.
- Select OAuth and OpenID Connect Settings.
- Turn on Allow Authorization Code and Credentials Flows.
- Create a new External Client App:
- From Setup, in the Quick Find box, enter External Client App Manager.
- Select External Client App Manager.
- Click New External Client App.
- Configure the basic app settings:
- Enter a name for the app, such as Unison External Client App.
- Do not use TotangoApp or TotangoAppSandbox, as those names are reserved for the Totango package.
- Enter the required contact email and any other information required by your Salesforce org.
- Configure OAuth settings:
- Enable OAuth settings for API integration.
- Enter this callback URL:
https://unison.totango.com/auth/connector/callback. - Add the following OAuth scopes:
- Full access (full)
-
Perform requests at any time (
refresh_token,offline_access)
- Ensure Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows is cleared / not selected.
- Save the External Client App.
It can take 30–45 minutes for the new External Client App to propagate through Salesforce. The connection steps in Unison may fail if you try to use the app before propagation is complete.
2. Retrieve the client id and client secret
- In Salesforce Lightning, click the gear icon, then click Setup.
- In the Quick Find box, enter External Client App Manager, then select External Client App Manager.
- Locate the External Client App you created.
- Click the External Client App you created to open its details page.
- Click the Settings tab.
- Expand OAuth Settings.
- Under App Settings, click Consumer Key and Secret.
- Copy the following values:
- Consumer Key — this is the client ID.
- Consumer Secret — this is the client secret.
3. Add a connection in Unison
- In Unison, click Settings from the left nav.
- Click Integrations.
- Click Add a Connection.
- Locate the Salesforce data source, and click Connect.
- Enter a name and description for the connection, such as Acme Salesforce Production.
- Add the Consumer Key and Consumer Secret from the Salesforce External Client App.
- Click Next: Authenticate.
- When prompted, sign in with the Salesforce integration user credentials.
-
Unison will attempt to validate the connection with Salesforce.
You can now configure a Salesforce integration job using the connection.
Configure a Salesforce integration job
A connected Salesforce integration pulls your accounts, contacts, opportunities, and relevant activities to be analyzed for your health score. Any updates you make in Salesforce will automatically be updated here and reflected in your score.
- In Unison, click Settings from the left nav.
- Click Integrations.
- Click the connected Salesforce data source.
- For each object (account, contact/user, opportunity), ensure the Incoming fields that you want in Unison are mapped to the appropriate Salesforce field.
- From the connections settings, choose your Active Customer Field to determine which account records and related objects to use for scoring in Unison.
-
Click Save.
The sync is scheduled to run every 30 minutes. Job history for each object is available for review and download.
FAQs
Q: Can I reuse my existing Salesforce External Client App, such as one created for Totango?
A: No. A brand new External Client App must be created for Unison because it requires a specific, different callback URL.
Q: How long does it take for a new Salesforce External Client App to be ready?
A: It can take up to 45 minutes for the new app to propagate within Salesforce before it can be authenticated.
Q: What if key data, like revenue, isn't on the standard Account object?
A: Unison has an account-centric model. Although it's ideal to have the data points stored at the account level, there are techniques to perform back-end work to roll up or aggregate data from custom objects or related objects, like Opportunities or a custom Subscription object, to the account level. Let your representative know.
Q: Why are some of my Salesforce pick lists or drop-downs empty in the Unison UI?
A: This can be an issue when the API has trouble retrieving values from certain Salesforce field types, especially formula fields. Please contact support, as an engineer may need to manually configure the values on the back end.
Q: The UI is not responding or saving my changes when I try to set a filter in Salesforce. What's wrong?
A: Try toggling the setting off and on again. This can make the Update and start pulling data button appear. If the issue persists, please contact support.