Salesforce integration - Sandbox setup

Step 1. Contact Delacon

• Contact your Account Manager or Delacon Support to enable the integration for your account. Please note, that this integration is a chargeable feature and the applicable charges are outlined in your application form. They will consist of a one-off setup fee as well as a recurring monthly fee. 

Step 2. Check that you have the right Salesforce version

• For this integration to work correctly you will need an Enterprise or higher edition of Salesforce. The integration will not work with the essential or professional edition. For more info, please visit the Salesforce page: https://www.salesforce.com/au/editions-pricing/sales-cloud/

Step 3. Log into Delacon and find the Salesforce integration

• Once the integration has been enabled, log into the Delacon portal.
• Navigate to the Configuration menu (in the blue sidebar), select Integrations and then click the Salesforce icon or use this direct link: https://pla.delaconcorp.com/siteui/configuration/salesforce

Step 4. Select the CID and authorise access to Salesforce

• Select the appropriate CIDs that you wish to integrate with Salesforce from the list.

• Under mapping set the toggle to New and under Salesforce domain select CUSTOM
• Enter the Sandbox URL and click Authorise

Step 4

• The integration page will redirect to the Saleforces login page.
• Select “Use Custom Domain”.

• Enter the Sandbox URL and click on Continue

Step 3

• You will be re-directed to the Salesforce login page with the Sandbox URL

• Proceed to log in and allow Delacon access

Step 4

• Once completed, you will find the services mapped in the Delacon portal with the Sandbox instance URL
• Click on the Salesforce logo under Install Delacon PLA Package to launch the integration process with Salesforce. You will be redirected back to Salesforce to install the package in the Sandbox environment.