Salesforce integration guide
How to connect Sanka and Salesforce
Overview
By integrating Sanka and Salesforce, you can sync leads, accounts, contacts, opportunities, activities, and custom objects between the two platforms, and use workflows to boost productivity. This guide walks you through connecting Sanka and Salesforce for seamless operations.How to connect
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In the left sidebar of the dashboard, click the Workspace tab, then click Integrations.
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Click the New button on the integrations page.
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Select Salesforce and click the Connect button.
- The Salesforce authentication page opens. Select the account you want to connect and approve access.
- Once access is granted, you are redirected back to Sanka. After a successful connection, the Salesforce account appears on the integrations page.
Import accounts
① Open the Companies menu in Sanka and click Import.
② Map the Salesforce fields to Sanka properties.
③ Note! Before importing into Sanka, make sure the Salesforce field's "Field-Level Security" settings have both "Visible" and "Read-Only" checked as needed. If they are not enabled, the fields will not show up in property or association mapping.
④ After mapping, click Import to complete the import.
Troubleshooting
Permission errors
Text
We can't authenticate you because of an OAuth error. For more information, contact your Salesforce administrator.
OAUTH_APPROVAL_ERROR_GENERIC : An unexpected error occurred during authentication. Please try again.
If you see an error like the above, check your system administrator's restrictions and make sure the following permissions are enabled:
- Create, edit, and delete connected apps
- View all external client apps, their settings, and edit policies
- Customize application
- Check the user's permissions in Setup
- In Setup, go to Profiles and select the user's profile
- Under System > System Permissions, click Edit and make sure the two permissions above are enabled
- Save your changes and try connecting Sanka and Salesforce again
IP restriction errors
If IP restrictions are in place, add the following IP addresses to the allowlist under System > Network Access and user access restrictions:Text
135.149.17.191, 74.226.178.5, 135.149.42.83
