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Adding Lumavate as a New Connected App in Salesforce

There are two parts to connecting your Salesforce Instance to Lumavate. First, you'll need to set up Lumavate as a new connected app within Salesforce. Your Salesforce Admin will need to complete the following steps:

1: Click on Salesforce under Data in the Lumavate Studio.
2: At the same time, go to your Salesforce instance and navigate to App Manager located under Platform Tools.
3: Click the button, " New Connected App”.
4: Name the new connected app "Lumavate" and enter in your Salesforce admin's contact information.
5: Click the checkbox to Enable OAuth Settings.
6: Return to the Lumavate Studio, copy the Callback URL. Then in your Salesforce Instance, paste it into the “Callback URL” box.
7: Select the "Access the identity URL service”, “Manage user data via APIs”, and“Perform requests at any time” checkboxes in Salesforce.
8: Make sure the "Requiring the Secret for Web Server Flow" and "Refresh Token Flow" checkboxes as well in Salesforce.
9: Save the page.

NOTE: Give the data about 10 minutes to process in Salesforce before completing the next part in connecting your Salesforce instance to Lumavate.

Connecting Your Salesforce Instance to Lumavate

Once you've added Lumavate as a new connected app in Salesforce, you can begin to sync the data from Salesforce to Lumavate following these steps:

1: Navigate to App Manager in Salesforce and click on the Lumavate connected app.
2: Copy the Consumer Key.
3: Cick the gear icon next to "Salesforce" in Lumavate, and paste the Consumer Key you just copied under the " Client ID" field.
4: In Salesforce, reveal your ConsumerSecret. Copy it and paste it under the "Client Secret" in Salesforce Settings in Lumavate.
5: Enter your custom Salesforce Domain name into the Salesforce setting box in your Lumavate Studio.
6: Add the list of custom objects you want to sync from Salesforce. To find the object name, go to Object Manager in Salesforce and use the API Name. Then separate your list of Objects with a comma.
7: Click the green Save button.
8: Click on the blue "Login" button and allow access.
9: Next, you'll want to sync the data. Click the orange Sync button located at the bottom right of your screen to bring over the Object details. You may need to refresh the page to see the newly synced Objects

NOTE: If you want to sync additional Salesforce Objects in Lumavate, be aware that any Objects not included in the list of Objects to sync under Salesforce Settings will automatically be unsynced. This means you'll need to include any Objects previously synced to this list if you wish to keep them. Otherwise, any Objects you choose to unsync will cause existing Forms using these Objects to stop working.

Salesforce Login

Adding Lumavate as a New Connected App in Salesforce

Connecting Your Salesforce Instance to Lumavate

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