How do I integrate Salesforce ticketing system with Learnwise?

LearnWise integrates seamlessly with Salesforce through a plugin, enabling support cases to be created directly from LearnWise and routed to the relevant Salesforce channels. These cases can pre-populate metadata, enhancing workflow efficiency.

Steps to Set Up Salesforce Integration:

Configure Salesforce

1. Log in to Salesforce:

   • Access your Salesforce environment using admin credentials.

2. Navigate to Setup:

   • Click the Setup button in the top-right corner.
   • Under Platform Tools in the sidebar, select Apps.

   

3. Create a New Connected App:

• Open the App Manager page and click New Connected App.
• Select Create a Connected App and click Continue

• Enter the following details:
  • Connected App Name: Name for the app (e.g., "LearnWise Integration").
  • API Name: A unique identifier for the app.
  • Contact Email: Ensure this belongs to someone with admin-level access to both Salesforce and LearnWise.

Enable OAuth Settings:

• Check the Enable OAuth Settings box.
• Add the following OAuth scopes to the Selected OAuth Scopes section:
  • Manage user data via APIs (api)
  • Manage user data via Web browsers (web)
  • Full access (full)

Set Required Options:

• Add the following call-back URL into the CallBack URL: https://learnwisesoftwareinternatio-dev-ed.develop.lightning.force.com
• Ensure only the following checkboxes are selected:
  • Require Secret for Web Server Flow
  • Require Secret for Refresh Token Flow
  • Enable Client Credential Flow

Save Settings:

• Click Save to complete the setup.