We have now the possibility to configure the Salesforce integration in the Engagement Builder. This ensures seamless communication between our system and the integration, enabling automated data exchange and workflow execution.

Before starting, please note that the following parameters are required to configure the Salesforce integration, which you can find in the Settings section in Integrations:

• clientId: The Consumer Key (Client ID) from your Salesforce Connected App.
• clientSecret: The Consumer Secret from your Salesforce Connected App.
• username: The Salesforce username for the integration.
• password: The Salesforce password for the integration.
• tokenUrl: The Salesforce OAuth token endpoint URL.
• expirationTime (Optional): The access token expiration time in minutes. Defaults to 1440 minutes (24 hours).

Once the first requirements completed, you'll have to configure the Integration with the following steps : 

1. Access the workflow creation/edit interface.

2. Select Webhook as the delivery method.

3. Choose the configured Salesforce Integration from the "Integration" dropdown

Note:

The integration uses the Salesforce OAuth 2.0 password authorization type by default.

4. Configure the Webhook payload and Salesforce API call details as needed.

4.1 Select "application/json" as the content type and save . 

If you want an example payload to send to Salesforce, you can follow the template below:

{
"start": "{{ start }}",
"duration": "{{duration}}",
"from_nr": "{{from_nr}}",
"from_nr_area": "{{from_nr_area}}",
"to_nr": "{{to_nr}}",
"end_nr": "{{end_nr}}",
"channel": "{{channel}}",
"answered": "{{answered}}",
"campaign_id": "{{dynamic_utm_1}}",
"referrer": "{{referrer}}",
"url": "{{url}}",
"details": "{{dynamic_utm_5}}%7C{{dynamic_utm_7}}",
"custnr": "{{custnr}}",
"event_type": "{{event_type}}",
"id": "{{callid}}",
"fsid": "{{id}}"
}

And that is it!  Any questions or comments, please don't hesitate to contact our Support team  to support@Kaisa.io