Kaisa integrates easily with Salesforce so you can receive data seamlessly after each call involving our numbers. For the integration to work, you will need to install a Kaisa managed package to enable Kaisa to create custom objects in your salesforce instance. Once that package is installed and Kaisa can create objects in your Salesforce account, you can decide the next steps and business processes that follows to utilise this data or embed it in your operations.
In order to get things going, you'll need to complete the steps described in this article to get everything ready for us, and we can then finalise the setup in our platform to ensure everything is ready to go.
Let's get started!
Step 1: Install the package (in Salesforce)
Package installation link:
1.1. Login with your system administrator credentials for the organization that you want to install the package. (In case you want to install the package in a sandbox you must replace the initial portion of the URL with http://test.salesforce.com, as in here)
1.2 Select the profiles for users that will have access to the information created by the integration (usually allow access to all profiles).
1.3 Please read and accept the T&C and click install in order to continue.
Because this App is an integration and there’s going to be communication between Salesforce and Kaisa, you need to approve the third-party access that the integration requires. To do this you just need to select the checkbox and click continue like in the image below.
1.4 Click "Done" and wait for the confirmation email saying that the package has been installed correctly (the email is sent to your registered email as administrator in Salesforce)
Step 2: Connect Salesforce to Kaisa (in Salesforce)
To be able to connect Salesforce to Kaisa and send the information stored in the fields Value, V1, V2 and V3 back, the following custom setting must be populated. Please note these values are part of a custom API resource in Kaisa, you can read more about it here)
2.1 You have to go on the Setup Admin page and in the quick find box search and click on Custom Settings, look for the line with the label Kaisa Credentials and click on Manage.
2.2 Once in there click on New and populate the fields with the following information:
- Name: Kaisa Integration
- Kaisa Password: <Your Kaisa API password>
- Kaisa Tag: <Your Kaisa API tag>
- Kaisa API URL version: https://api.analytics.freespee.com/2.4.9/
- Kaisa Method: customer_call_orders
Note: Your Kaisa API tag and password can be requested to our support team if you don't know these details, you can contact us via different options, you can see more in this article here.
Example of Kaisa configuration setting:
Step 3: Set up logging
To make sure that any data that is sent to Kaisa doesn’t get lost, with the installation of the managed package you will also install a custom object Kaisa Log. In this object the feedback from sending information to Kaisa is going to be stored.
In case of any problems in the Salesforce -> Kaisa connection, logs of the error will be stored in this object and retried every 30 min. To achieve this, a Job needs to be scheduled in the Salesforce developer console.
- Go to Debug -> Open Execute Anonymous Window
- In the inner window paste: Freespee.HB_ScheduleForLogs.executeFreespeeLogSchedule();
- Click Execute
Now you’ve successfully scheduled the job to be executed every 30 minutes.
Step 4: Create an integration user and prepare the integration details for Kaisa
For Kaisa to be able to create custom objects you need to create an integration user without Login IP ranges and of any type that is able to get a security token. Our recommendation is to create a standard Salesforce user with the profile “Standard User” even if you’re using custom profiles for your employees. The user should be connected to the admins email so you can easily reset the password or security token if necessary. It should also have permissions to create records in your Salesforce instance.
Once all the steps above are completed, you need to notify Kaisa as we'll need to finish things up in our system. To get this done, we'll need the following details from you:
- Your org domain in case you have a custom domain, otherwise https://salesforce.com
- Your integration username
- Your integration user password
- Your integration user Security token (More about security token here).
With all done, we should be able to get everything setup in our end and start getting data in Salesforce for you.
Any questions or comments, please don't hesitate to contact our Support team!