This step will connect the newly provisioned Playbooks account to the correct Salesforce org via the Integration user.
What is an Integration User?
An Integration User is a Salesforce user account that performs many administrative related API requests between the CRM and Playbooks. Due to the nature of these administrative requests, the Integration user usually needs greater access and field permissions than a basic Playbooks end user (Rep).
For details on the tasks an Integration User performs, and how to setup an Integration User see this article.
Connecting the Integration User
When you get to this step of the Setup Wizard, click the "Connect" button. If nothing happens when you click the button, check for pop-up blockers in your web browser and always allow pop-ups and redirects from https://install.insidesales-playbooks.com.
A Salesforce OAuth 2.0 "Allow Access" window will open and you can click "Allow".
Now is a good time to complete some additional configuration for optimal results.
- Add IP Addresses to Salesforce Network Access. Whitelisting traffic from the InsideSales sources ensures that InsideSales will always be able to create and maintain a network connection required for optimal app performance. This is only necessary if there are IP restrictions enforced on your Playbooks users.
InsideSales has multiple NAT gateways for redundancy in each region where services are deployed. You can obtain a list of applicable IP addresses from your InsideSales Consultant and/or Support team.
- Disable Session Settings. From Setup, browse to Security Controls > Session Settings, and verify that "Lock sessions to the IP address from which they originated" and "Lock sessions to the domain in which they were originated" are unchecked.
Lightning users: Search Quick Find for "Session Settings" to configure.
- Setup your Integration User and Basic User Permission Sets using this list as your guide. You can also refer to the Integration User article for more information.
- Configure your network for Playbooks. Whitelist domains and ports on your Network to ensure traffic from Playbooks services can be reached by users.
- Review Telephony Requirements. Notify your telephony services team that user tools and configuration may change due to implementing Playbooks. Notify them early so they can participate in testing and ensure a smooth Launch for users.
- Continue with the Setup Wizard to connect your email service provider.