Salesforce Settings
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:
- Navigate to App Manager in Salesforce and click on the Lumavate connected app.
- Copy the Consumer Key.
- Click the gear icon next to "Salesforce" in Lumavate, and paste the Consumer Key you just copied under the " Client ID" field.
- In Salesforce, reveal your ConsumerSecret. Copy it and paste it under the "Client Secret" in Salesforce Settings in Lumavate.
- Enter your custom Salesforce Domain name into the Salesforce setting box in your Lumavate Studio.
- 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.
- Click the green Save button.
- 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.