Connect Fullcast to Salesforce with external client app

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

Note
For new connections:
The external client app is required.
The connected app is not supported for new connections.
For existing connections:
The connected app will continue to be supported, however it is recommended to migrate to the external client app as soon as possible.
If an existing connection is broken for reasons like sandbox refresh or credential changes, you will be required to migrate to the external client app.

Before you begin

Create an external client app in Salesforce.

Retrieve Salesforce credentials

You must add your Salesforce instance URL, consumer key, and consumer secret in Fullcast to authenticate the external client app.

Access the Salesforce URL

In Salesforce go to Setup > Domains > Company Settings > My Domain.
Copy the Current My Domain 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

In Salesforce, go to Settings > Apps > External Client Apps > External Client App Manager.
Find and select Fullcast.
Select the Settings tab.
Expand the OAuth Settings section.
Click Consumer Key and Secret and authenticate your credentials.
On the Consumer Details page, click Copy under the respective section to copy the Consumer Key and Consumer Secret.
Tip
Before you access the Salesforce credentials 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.

Authenticate the external client app connection

The external client app allows Fullcast to read Salesforce metadata, which enables the ability to manage the data within Fullcast. Establishing the connection requires entering Salesforce credentials and completing a two-step authentication. The first authentication covers the data integration allowing for the import and export process to occur. The second authentication allows Fullcast to read objects and fields and manage policies.

Note
If an import or export job is currently running, the option to reauthenticate is disabled. Wait for the job to finish before starting the steps below.
If you already have an external client app connection from before Refresh Token Rotation was introduced, selecting External client app here does not automatically enable it. First Revoke the existing connection under Settings > Integrations > Revoke Access and then reconnect using the steps below.

In Fullcast, go to Settings > Integrations.
Under Connection type, select External client app.
In the Salesforce credentials section, complete the following fields with your Salesforce credentials:
- 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.
In the Authentications section, under Data Integration, click Re-authenticate app 1 of 2.
You will be redirected to Salesforce to authenticate your credentials to authorize the external client app. In Salesforce, click Allow to complete the authentication as prompted. You will be redirected back to Fullcast.
After the first authentication is complete, under Policy and Metadata, click Re-authenticate app 2 of 2.
You will be redirected to Salesforce to authenticate your credentials to authorize the external client app. In Salesforce, click Allow to complete the authentication as prompted. You will be redirected back to Fullcast. click Validate.
Click Save.
Note
After you authenticate, the message “please get in touch with your administrator” displays until you run the first import job.
To confirm that the connections are successful, go to Settings > Export-Import. Under Type you will see salesforceownauth.