1. Log into Salesforce using an account with administrator access.
2. To access the Code and Credentials Flow settings, allow external client apps to access the flow.
   • From Setup, in the Quick Find box, enter OAuth, and then select OAuth and OpenID Connect Settings.
   • Turn on Allow Authorization Code and Credentials Flows.
3. Create a new connected app.
   • Lightning view: Open Platform Tools > Apps > App Manager. Click New Connected App.
   • Classic view: Open Build > Create > Apps. Scroll the bottom of the page, under the Connected Apps section, click New.
4. Configure basic connected app settings:
   • Enter the name of your application (Unison Connected App or your choice).
   • The name "TotangoApp" and "TotangoAppSandbox" are saved for the Totango package. Please do not use those names to prevent duplication.
   • Enter the contact email information, as well as any other information appropriate for your application.
5. Enable OAuth Settings for API Integration.
   • In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.
   • Enter this Callback URL: https://unison.totango.com/auth/connector/callback.
   • OAuth scopes are permissions given by the user running the connected app. Add these scopes to the Selected OAuth Scopes:
     • Full access (full)
     • Perform requests on your behalf at any time (refresh_token, offline_access).
     • This permission allows the integration to ask for a token refresh without user intervention. Token validation is usually configured to 120 minutes, you can change it per your company standards.
   • Ensure the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows box is cleared (not checked).
6. Click Save.
7. Click Continue.
8. Note down your Consumer Key and Consumer Secret, which are necessary for the next step of instructions.

It will take 30-45 minutes before your new connected app is propagated through Salesforce infrastructure. The below steps will fail if you have not waited for it. If you experience failure with the below after 1 hour has lapsed, please contact our support team.

1. Within Salesforce, open the Setup page.
2. Retrieve the Consumer Key and Consumer Secret. These steps vary, depending on view. 
   • Lightning view: Select Apps > App Manager. Find the connected app, and click View from the right menu.
     
   • Classic view: Open App Setup and click Create > Apps. Scroll to the Connected Apps section, and click on the connected app.
3. Copy the Consumer Key and Consumer Secret rom the API (OAuth) section. The Consumer Secret may be protected by a "click to reveal" link.

1. In Unison, click Settings from the left nav.
2. Click Integrations. 
3. Click Add a Connection.
4. Locate the Salesforce data source, and click Connect.
5. Enter a name and description for the connection (e.g., Acme Salesforce Production). 
6. Add the Consumer Key and Consumer Secret from the previous steps.
7. Click Next: Authenticate.
   
8. Unison will attempt to validate the connection with Salesforce. 
   
   You can now configure a Salesforce integration job using the connection.

1. In Unison, click Settings from the left nav.
2. Click Integrations. 
3. Click the connected Salesforce data source. 
4. For each object (account, contact/user, opportunity), ensure the Incoming fields that you want in Unison are mapped to the appropriate Salesforce field.
5. From the connections settings, choose your Active Customer Field to determine which account records and related objects to use for scoring in Unison.
6. Click Save.

   The sync is scheduled to run every 30 minutes. Job history for each object is available for review and download.