{"id":24472,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/salesforce-configuration-1\/"},"modified":"2025-02-24T09:19:29","modified_gmt":"2025-02-24T17:19:29","slug":"salesforce-configuration-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/integration-guides-1\/salesforce-integration-guide-1\/salesforce-configuration-1\/","title":{"rendered":"Salesforce Configuration"},"content":{"rendered":"<h3>\n\tSalesforce Account<\/h3>\n<p>Create a new user account in your Salesforce site that will be used by the ExtraView integration daemon to communicate with the Salesforce system. Configure this new user with appropriate permissions to access the objects that will be replicated by the integration. For example, the user account can have the Standard User profile setting.<\/p>\n<h3>\n\tSecurity Token<\/h3>\n<p>In order to access the Salesforce API, the integration daemon needs to use a security token along with the username and password credentials created above. The security token for your Salesforce site is normally sent by email to the main account holder when creating the new Salesforce account, but it can also be reset. To reset the security token, click <b>Setup<\/b> link at the top, then <b>My Personal Information<\/b>, then <b>Reset Security Token<\/b>, and click the <b>Reset Security Token<\/b> button. The new security token is sent via email to the email address on your Salesforce user record.<\/p>\n<h3>\n\tIntegration Fields<\/h3>\n<p>The integration daemon requires the use of two custom fields for normal operation: <b>EVID<\/b>, to hold the ExtraView record ID, and <b>EV_URL<\/b>, to hold the URL link to the ExtraView record; both of these fields are automatically populated by the integration daemon.<\/p>\n<p>The following settings are recommended for the two mandatory custom fields:<\/p>\n<table class=\"border\">\n<tbody>\n<tr class=\"tableHeaderRow\">\n<td>\n\t\t\t\tField Label<\/td>\n<td>\n\t\t\t\tField Name<\/td>\n<td>\n\t\t\t\tData Type (Length)<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tExtraView ID<\/td>\n<td>\n\t\t\t\tEVID<\/td>\n<td>\n\t\t\t\tText (50)<\/td>\n<\/tr>\n<tr>\n<td>\n\t\t\t\tExtraView URL<\/td>\n<td>\n\t\t\t\tEV_URL<\/td>\n<td>\n\t\t\t\tURL<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce Account Create a new user account in your Salesforce site that will be used by the ExtraView integration daemon to communicate with the Salesforce system. Configure this new user with appropriate permissions to access the objects that will be replicated by the integration. For example, the user account can have the Standard User profile&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":24470,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-24472","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Configuration - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/integration-guides-1\/salesforce-integration-guide-1\/salesforce-configuration-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Configuration - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"Salesforce Account Create a new user account in your Salesforce site that will be used by the ExtraView integration daemon to communicate with the Salesforce system. 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