Salesforce

By connecting Super with Salesforce, you can instantly search and ask about all your CRM data directly in Super.This guide will walk you through the key aspects of the Super and Salesforce connection.

Connecting Salesforce & Super

This section covers how to set up the connection between Super and Salesforce.

Required Permissions for Setup

To connect Super and Salesforce, you must have the necessary permissions in both platforms.
  • In Super: Permission to add or remove data sources depends on your team's settings. By default, only workspace admins or owners can set up a connection. However, a Super admin can enable a setting to allow all members to add and remove data sources.
  • In Salesforce: The user connecting the account must be an admin.

Initial Salesforce Connection

1) Adding an External Client App in Salesforce

To begin, go to Salesforce and follow these steps to add an External Client App:
    Click the gear icon in the top right corner and choose Setup.
    In the left sidebar, navigate to Platform Tools > Apps > External Client Apps > External Client App Manager.
    Alternatively, you can use the Quick Find search field.
    Click New External Client App in the top right corner.
    In the Basic Information section, fill in the mandatory fields.
    Leave the Local value in the Distribution State field.
    Expand the API (Enable Oauth Settings) section, and check Enable OAuth.
    Enter the following Callback URL:  https://super.work/api/auth/salesforce/callback 
    Click the following Available OAuth Scopes, then click ▶:- Full access (Full)- Perform requests at any time (refresh_token, offline_access)
    In the Flow Enablement section, check Enable JWT Bearer Flow, then go to Super ( insert-your-domain.super.work/super/sources/salesforce ) to download your certificate.
    Replace insert-your-domain with your actual Super workspace subdomain.
    Go back to Salesforce and click Upload File to upload the certificate, then click Create.

2) Managing your External Client App in Salesforce

    In the Policies tab, expand the OAuth Policies section, then click Edit.
    In the Permitted Users dropdown, choose "Admin approved users are pre-authorized", then click OK.
    Expand the App Policies section and select the profiles for all your users to be able to use the app, or define a subset as you prefer, by clicking ▶.
    Select the following permissions sets by clicking ▶:
    SCRT2 Integration User
    Experience Profile Manager
    Click Save.

3) Getting your Consumer Key and Secret in Salesforce

    Go back to the Settings tab and expand the OAuth Settings section.
    Click Consumer Key and Secret.
    In the new page that opens, paste the verification code you received in your inbox.
    Copy the Consumer Key.
    Go back to Super, paste the Consumer Key, enter your Login URL, then click Connect to Salesforce.
    You can now use Salesforce everywhere in Super as a Data Source.

Access Control & Privacy

Access in Super matches your access in Salesforce. You won’t see anything you don’t already have permission for.