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Salesforce

Sonora connects to Salesforce to sync your CRM data, giving you insights across accounts, contacts, opportunities, and more.

Prerequisites

  • Salesforce admin access
  • Ability to create Connected Apps

Setup Steps

1. Create a Connected App

  1. Go to Setup → App Manager
  2. Click New Connected App
  3. Fill in basic information:
    • Connected App Name: Sonora Integration
    • API Name: Sonora_Integration
    • Contact Email: Your email
  4. Enable OAuth Settings:
    • Check Enable OAuth Settings
    • Callback URL: https://app.usesonora.com/oauth/callback
    • Select required OAuth scopes (see below)
  5. Save the Connected App

2. Configure OAuth Scopes

Select these OAuth scopes for the Connected App:

  • api - Access and manage your data
  • refresh_token, offline_access - Perform requests at any time

3. Enable Client Credentials Flow

  1. Go to Setup → App Manager
  2. Find your Connected App and click Manage
  3. Click Edit Policies
  4. Under OAuth Policies:
    • Set Permitted Users to “Admin approved users are pre-authorized”
    • Enable Client Credentials Flow
  5. Save

4. Assign User to Connected App

  1. Go to Setup → App Manager
  2. Find your Connected App and click Manage
  3. Under Profiles or Permission Sets, add the appropriate users/profiles

5. Get Credentials

  1. Go to Setup → App Manager
  2. Find your Connected App and click View
  3. Copy the Consumer Key and Consumer Secret

6. Connect in Sonora

  1. Go to Settings → Integrations in Sonora
  2. Click Add Integration → Salesforce
  3. Enter your credentials:
    • Consumer Key
    • Consumer Secret
    • Instance URL (e.g., https://yourcompany.salesforce.com)
  4. Click Connect

Data Synced

Sonora syncs the following Salesforce objects:

  • Accounts
  • Contacts
  • Opportunities
  • Cases
  • Tasks
  • Notes

Troubleshooting

Authentication Errors

  • Verify the Consumer Key and Consumer Secret are correct
  • Ensure the Connected App has Client Credentials Flow enabled
  • Check that the integration user has appropriate permissions

Missing Data

  • Verify the integration user has access to the objects you want to sync
  • Check field-level security settings for required fields