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Activating the Salesforce integration
Using our Salesforce plugin you can export customer data or invoice data to your Salesforce account. To connect the two apps, you need to create a connected app in Salesforce with Enable OAuth Settings. A tutorial for creating connected apps you can find here: https://soft-builder.com/how-to-create-a-connected-app-salesforce/
Callback URL should be set: https://online-billing-service.com//partner_service/salesforce/session_callback/340138071 where 340138071 is your online-billing-service.com account id.
![Activating the Salesforce integration - step 1](/faqs/image/1058167972-installing-salesforce-module-1.png)
After that we can take the API key and the Private key from Salesforce to set them in the online-billing-service.com account.
![Activating the Salesforce integration - step 2](/faqs/image/1058167972-installing-salesforce-module-2.png)
To enter data and configure the Salesforce module, go to the "Integrated Services" tab.
![Activating the Salesforce integration - step 3](/faqs/image/1058167972-installing-salesforce-module-3.png)
Click on "Salesforce Customer Relationship Management".
![Activating the Salesforce integration - step 4](/faqs/image/1058167972-installing-salesforce-module-4.png)
On the new page we set the API key and the Private key previously generated on Salesforce.
![Activating the Salesforce integration - step 5](/faqs/image/1058167972-installing-salesforce-module-5.png)
The object name is the name of an object that already exists on Salesforce. To create custom objects you can follow the steps in the tutorial: https://www.tutorialspoint.com/salesforce/salesforce_custom_objects.htm
We only need one custom object, the fields will be generated automatically via the API. A new "Export to Salesforce" button will appear on existing invoices.
![Activating the Salesforce integration - step 6](/faqs/image/1058167972-installing-salesforce-module-6.png)
A button will also appear for each client.
![Activating the Salesforce integration - step 7](/faqs/image/1058167972-installing-salesforce-module-7.png)
Keep up the good work!
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