Authentication

This guide outlines the authentication process for integrating PrimeRole with your Salesforce CRM. This secure connection enables seamless data flow between the two platforms.

Understanding the Authentication Process

PrimeRole uses OAuth 2.0 for secure authentication with your Salesforce environment (Production or Sandbox).

Prerequisites

Before you begin, ensure the Salesforce user account used for integration has the following permissions:

• Ability to make requests at any time.
• Access to the Identity URL service.
• Access to Interaction API resources.
• Ability to manage user data via web browsers.
• Ability to manage user data via APIs.
• Access to the Headless Passwordless Login API.
• Appropriate read/write permissions for the specific Salesforce objects you intend to integrate (e.g., Leads, Contacts, Accounts).

Authentication Procedure

1. Navigate to Integrations: From the PrimeRole dashboard, go to "Settings" > "Integrations".
2. Select CRM: Click on the "CRM" tab.
3. Click "Connect": Select the "Connect" button for the Salesforce integration.
4. Choose Instance Type: Select your Salesforce instance type:
   • Production: For your live Salesforce environment.
   • Sandbox: For your Salesforce testing environment.
5. Click "Next": Begin the OAuth authorization process.
6. Salesforce Login: You will be redirected to the Salesforce login page:
   • Enter your Salesforce login credentials.
   • Review and grant the requested permissions.
7. Return to PrimeRole: Upon successful authentication, you will be automatically redirected back to PrimeRole.

Important Considerations

• Authentication supports standard, admin, and integration user accounts.
• No IP whitelisting or additional Salesforce configuration is necessary.
• PrimeRole automatically manages sessions.
• The connection status is maintained automatically.
• Data synchronization will occur with the Salesforce instance (Production or Sandbox) selected during authentication.