Connect Fullcast to Salesforce

The data exchange between Fullcast and Salesforce requires the API integration to be authenticated in the integration layer.

Before you begin

• Create the Fullcast Motion Package in Salesforce.

Retrieve Salesforce URL and authentication

You must add your Salesforce instance URL, consumer key, and consumer secret in Fullcast to authenticate the Connected App.

Tip

Before you access the Connected App Settings in Fullcast, copy and paste the Salesforce URL, consumer key, and consumer secret in a notepad, or keep separate tabs open to easily access when you need to copy the information to Fullcast.

Access the Salesforce URL

1. In Salesforce go to Setup > Domains > Company Settings > My Domain.

2. Copy the URL including the https://.

   Note

   Custom domains must use login.salesforce.com to authorize the application. Once you have logged in and authorized access, the instance URL will be updated.

Access the Consumer Key and Secret

1. In Salesforce, go to Settings > Apps > App Manager.

2. Locate the Fullcast Motion Package.

3. Click the Actions menu and select View.

   

4. Click Manage Consumer Details and authenticate your credentials.

5. On the Consumer Details page, click Copy under the respective section to copy the Consumer Key and Consumer Secret.

Authenticate the Connected App

The Connected App allows Fullcast to read Salesforce metadata, which enables the ability to manage the data within Fullcast.

1. In Fullcast, go to Settings > Policies.

   

2. In the Connected App Settings section, complete the following fields:

   

   Field	Action
   Instance Url	Copy and paste your Salesforce instance URL.
   Consumer Key	Copy and paste the Salesforce consumer key.
   Consumer Secret	Copy and paste the Salesforce consumer secret.

3. Click the click here to authorize option.

   

   Note

   You will be redirected to Salesforce to authenticate your credentials to authorize the connected app.

4. In Salesforce, complete the authentication when prompted.

   Note

   You will be prompted two separate times to authenticate your credentials (the app will redirect to Salesforce twice and then back to Fullcast). Each authentication authorizes different parts of the connection—the first enables standard UI integration by authorizing Fullcast to read SFDC metadata, the second authorizes the data exchange between Fullcast and Salesforce via the bulk API. Ensure you complete both authorizations.

5. You will be redirected back to Fullcast, click Validate.

6. Click Save.

   Note

   After you authenticate, the message “please get in touch with your administrator” displays until you run the first import job.

7. Go to Settings > Export-Import to check that the connections are successful.