Connect Fullcast to Salesforce
This article provides information and direction on connecting your Fullcast instance to your Salesforce instance. The Fullcast and Salesforce integration must be authenticated in both your Salesforce and Fullcast instances.
Import and Export Authentication
The data exchange between Fullcast and Salesforce requires the API integration to be authenticated in our integration layer. This is currently not available from within the Fullcast app. Please contact your implementation team to schedule a call with product support to complete the authentication. This must be completed before you can proceed with the steps below.
Connected App Authentication
The Connected App allows Fullcast to read Salesforce metadata, which enables the ability to manage the data within Fullcast. This authentication process can be completed without contacting product support.
Below are the steps to authenticate the connected app from within Fullcast.
- Access your Fullcast instance and switch plans if applicable.
- Click the Settings icon (gear) and click Manage Settings.
- Click Policies in the menu bar.
- In the Connected App Settings box, input the Salesforce instance URL in the Instance URL field
Notes Regarding the Salesforce Instance URL:
To retrieve the instance URL from Salesforce, navigate to Setup > Domains, then under Company Settings, select My Domain. Copy the URL in My Domain URL and be sure to include the “https://” otherwise it will not validate
Locating the Salesforce Instance URL from My Domain Settings - For custom domains that employ SSO, the above method will not work. Instead, you can utilize login.salesforce.com to authorize the application. Once you have logged in and granted access, the instance URL will be updated.
- Access Salesforce and click the Settings icon (gear).
- Select Setup from the dropdown menu.
- Search and access App Manager and locate the Fullcast Motion App.
- Click More Options (carrot) to the right of the Fullcast Motion App and select View.
- Click Manage Consumer Details and verify your identity when prompted.
- On the Consumer Details page, click Copy to copy the Consumer Key and Consumer Secret.
- Return to Fullcast
- Click the Settings icon (gear) and click Manage Settings.
- Click Policies in the menu bar.
- In the Connected App Settings, input the Consumer Key and Secret in the respective fields.
- Click Validate, then click Save.
- The following message will appear: Unable to validate connection click here to authorize. When you click, you will be taken to your Salesforce instance to authorize.
After completing the authentication, you will see the Please contact your administrator message shown below. This will appear until you run the first import of data. You can now run the first import of data.
