The Salesforce Service Cloud integration allows you to send data collected from Experiences by Jebbit directly into Salesforce Service Cloud. With this integration, you can create and update contacts and their fields in your Salesforce Service Cloud.
Before you begin
Confirm you have access to a Salesforce Service Cloud account with API permissions.
Loop in appropriate stakeholders to gather necessary credentials and input on configuration.
Identify the data you want to send from your Jebbit experience.
Create a salesforce service cloud integration
Follow these steps to securely provide Jebbit with access for the integration.
Create a connected app in salesforce
Access and manage your data (api).
Perform requests on your behalf at any time (refresh_token, offline_access).
Tip: Refer to the Salesforce Documentation for creating a connected app.
Copy authentication credentials to a .txt File
client_id
client_secret
redirect_uri
Tip: The Salesforce Documentation on authentication details for connected apps can be found here at this link.
Add contact field external IDs
Determine which standard or custom contact fields you want to populate with Jebbit data.
Copy the External IDs for each field you plan to update.
Add them to the same
.txtfile as your authentication credentials.
Copy API integration information to a .txt file
Ensure the .txt file contains the following information as per the example below.
File Name:
John Doe - Company A.txt
Content:
client_id: ##########
client_secret: ##########
redirect_uri: xxXXxxXXxxxxxXXXX
External ID for Standard/Custom Contact Field(s): ##########
Submit the file via dropbox file request
Transfer the information from your .txt file via dropbox file request via the provided URL.
Next steps
The integrations team will confirm when the setup is complete and will be in contact regarding timelines and testing.
FAQ
Is it secure to send this data?
Yes. Jebbit requires the use of dropbox file request for secure data submission.
Who should I contact if I have trouble?
Your Experiences by Jebbit customer success representative is available to support any questions during setup.