Skip to content
Sonora Docs Sonora Docs

Salesforce

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

Prerequisites

Section titled “Prerequisites”
  • Salesforce admin access
  • Ability to create Connected Apps

Setup Steps

Section titled “Setup Steps”

1. Create a Connected App

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “Data Synced”

Sonora syncs the following Salesforce objects:

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

Troubleshooting

Section titled “Troubleshooting”

Authentication Errors

Section titled “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

Section titled “Missing Data”
  • Verify the integration user has access to the objects you want to sync
  • Check field-level security settings for required fields