Timeline for Third party lead generation service scope access for creating new leads
Current License: CC BY-SA 3.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Mar 8, 2018 at 5:13 | comment | added | stwissel | Creating a user and a matching profile (which defines the security access) is a common activity in Salesforce administration. Shouldn’t be a big deal for your customers. You can actually sign up for a free Developer instance of Salesforce and try everything out | |
| Mar 7, 2018 at 12:21 | comment | added | David Budiac | Accepted. Can you comment on my second comment re: connect app, and oauth automatically (for our end user) creating an integration user with proper security? | |
| Mar 7, 2018 at 12:19 | vote | accept | David Budiac | ||
| Mar 7, 2018 at 1:31 | comment | added | stwissel | Glad you like it. Feel free to accept the answer ;-) External data doesn't "co-mingle". What you would do: Provide an OData 4.0 API for your leads and a custom Object e.g. SCLead. In a screen your customers would Pick, Choose and Assign those leads to their sales channel... effectively copying them into Salesforce standard objects. You can package all this into a Salesforce APP your customers can import from our Appexchange | |
| Mar 6, 2018 at 17:23 | comment | added | David Budiac | Also, if we go with a connected app, is there a way to request/create an integration user w/ proper permissions on oauth connect? Ideally the integration would be super simple for our customers, so they don't have to muck around with security settings. | |
| Mar 6, 2018 at 17:22 | comment | added | David Budiac | Thanks. This is helpful. I wouldn't be opposed to keeping the data in our system. That might even be preferred depending upon how it's implemented. i.e. does external data co-mingle w/ saleforce lead objects? Can saleforce users log activity (calls, emails, notes) on external lead data? If so, can we (the external data source) see that activity? | |
| Mar 6, 2018 at 2:18 | history | answered | stwissel | CC BY-SA 3.0 |