Estimated time to complete: 15 minutes
Target Audience: Spekit Admin or Salesforce Administrator
Before proceeding you must complete the following prerequisites:
One of the SPEKtacular powers of Spekit is its integration with Salesforce.
In this phase, you will be connecting your Salesforce org to your Spekit account.
Salesforce integrations with Spekit are a 1-to-1 setup.
If you are setting up a Spekit UAT environment it is highly recommended that you connect it to your Salesforce Sandbox environment.
- Please review our Salesforce Integration FAQs
- For common troubleshooting steps please see the Salesforce Troubleshooting articles
Syncing Salesforce:
Open the Chrome profile for your Spekit Integration user
Log in to Salesforce as the Spekit Integration user
1 ) Click Settings
2 ) Click Connect
3 ) Click Connect to Salesforce
4 ) The checkbox for Sync users profiles must be checked in order to import the list of people who are users in Salesforce that can be invited to Spekit
- The key icon and Leave unchecked if you are connecting an IDP - this only pertains to companies who have worked with our team to configure (SSO / SCIM 2.0) for Okta, OneLogin, Azure, PingFederate
5 ) Add a check the checkbox to confirm: I have the required Salesforce permissions
The Salesforce profile for the Integration User you are logged in Salesforce as must have the API Enabled, and Modify Metadata Through Metadata API Functions permissions and no IP restrictions
6 ) Click Connect a Salesforce Production or Developer Org
- You’ll be redirected to log in to Salesforce
7 ) Enter your Spekit Integration Salesforce Username and Password
8 ) Click Log In
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- If your company uses a custom domain, for example, https://somethingcool.my.salesforce.com
- Click "Use Custom Domain" link in the bottom right.
- Enter your custom domain (e.g.: somethingcool)
- Click Continue
- If your company uses a custom domain, for example, https://somethingcool.my.salesforce.com
- You will be prompted by a pop up to Allow Access for the Spekit OAuthortization which gives Spekit the ability to connect to Salesforce
9 ) Click Allow
**Please allow the Integration Salesforce sync in Spekit to complete before navigating away from the page**
- When the initial Salesforce sync completes, you will receive an email from Spekit like the example
Continue to Inviting SFDC users to join Spekit