Initial Salesforce Integration Configuration – SharpenCX

Objective

Setting up an integration in Logic+ for Salesforce begins with configuring the integration page, which serves as the foundation for connecting to an external API. This page is essential as it allows users to define the base URL required for API communication. Once the base URL is properly configured, it can be seamlessly utilized within Logic+ through the integrations panel.

Prerequisites

Before configuring Logic+ integration panels with Salesforce API, you must have administrator access to the Integrations feature in Sharpen UI. To verify your access:

Navigate to Admin → Configuration → Integrations
If you don't see "Integrations" in the dropdown menu, contact Sharpen Care team to enable this feature

The Integrations page is essential as it provides the base URL for API endpoint connections, which will be used in Logic+ Integration panels.

Example API URL(s)

Salesforce Operations Base URL

https://sharpencx2-dev-ed.develop.my.salesforce.com

Salesforce Operations URL Path (Used Later in Logic+ via the Integration panel)

/services/data/v59.0/query/?q=SELECT+Id,Name,Phone+FROM+Contact+WHERE+Phone='$(cidNumber)'

Salesforce Operations Full URL

https://sharpencx2-dev-ed.develop.my.salesforce.com/services/data/v59.0/query/?q=SELECT+Id,Name,Phone+FROM+Contact+WHERE+Phone='$(cidNumber)'

Token Validation Base URL (Example of a base URL to use on the Integrations page)

https://login.salesforce.com

Token Validation URL Path (Used Later in Logic+ via the Integration panel)

/services/oauth2/introspect

Token Validation URL Full URL

https://login.salesforce.com/services/oauth2/introspect

The base URL serves as a foundation for API operations within the Integration page. When working with Logic+ Integrations panels, you can append specific paths to this URL to perform various API actions, including lookups, creating new records, and updating existing data.

Configuration Steps

Creating a New Integration

Navigate to Admin → Configuration → Integrations
Click "Add Integration" in the upper right corner
Select "Generic" as the integration type

Configuring Integration Settings

Enter a descriptive name for your integration
Provide your API base URL
Set Protocol to "REST"
Set Authorization Type to "None"
Click "Save Integration" in the bottom right corner

This setup establishes the foundation for configuring Logic+ integration panels with your Salesforce API. Once completed, you can begin using the integration panels within Logic+.