Configure SalesForce plugin

Introduction

The SalesForce config can be used in both the SalesForce Production and Sales Force Sandbox. Below an example of both configs.

 

Production

<appSettings>

<add key ="SalesForceLoginUrl" value="https://login.salesforce.com/services/Soap/c/30.0"/>

<add key ="SalesForceLoginUrlPartner" value="https://login.salesforce.com/services/Soap/u/30.0"/>

<add key="SalesForceConsoleBaseURL" value=""/>

<add key="UseLeads" value="true" />

<add key ="ContactAdditionallFields" value="" />

<add key="CreatePhoneCallActivity" value="true"/>

<add key="callRecordingUrlFieldName" value="Recording_Url__c"/> <!--"Recording_Url__c"/>-->

<add key="CreateWebChatActivity" value="true" />

<add key="ContactsSearchFilters" value="All Results, ;First Name, firstname:;Last Name, lastname:;Zipcode, zipcode:"/>

<add key="CasesSearchFilters" value="All Results, Default;Title, Subject;Reference Number, description"/>

</appSettings>

 

Sandbox

<appSettings>

<add key ="SalesForceLoginUrl" value="https://test.salesforce.com/services/Soap/c/45.0"/>

<add key ="SalesForceLoginUrlPartner" value="https://test.salesforce.com/services/Soap/u/45.0"/>

<add key="SalesForceConsoleBaseURL" value=""/>

<add key="UseLeads" value="true" />

<add key ="ContactAdditionallFields" value="" />

<add key="CreatePhoneCallActivity" value="true"/>

<add key="callRecordingUrlFieldName" value="Recording_Url__c"/> <!--"Recording_Url__c"/>-->

<add key="CreateWebChatActivity" value="true" />

<add key="ContactsSearchFilters" value="All Results, ;First Name, firstname:;Last Name, lastname:;Zipcode, zipcode:"/>

<add key="CasesSearchFilters" value="All Results, Default;Title, Subject;Reference Number, description"/>

</appSettings>

 

Field-Level Security

Make sure the Field-Level Security for the below fields is set to "Editable" or at least "Visible" for the profile of the Service Account user. If the field is set to "Hidden" for the Service Account profile, the system behaves as if the field wouldn't exist.

Contact:

  • Id

  • FirstName

  • LastName

  • Phone

  • MobilePhone

  • HomePhone

  • OtherPhone

  • Email

  • MailingPostalCode

  • Contact.Account.Owner.Name

  • Contact.Account.Id

  • Contact.Account.Name

 

Case:

  • Id

  • CaseNumber

  • Subject

  • Description

  • Status

  • Priority

  • CreatedDate

  • ContactId

  • Contact.FirstName

  • Contact.LastName

 

Lead:

  • Id

  • FirstName

  • LastName

  • Phone

  • MobilePhone

  • Email

  • Street

  • City

  • Country

  • PostalCode

  • Company

  • Status

  • Rating

  • OwnerId

  • Lead.Owner.Name