Salesforce

Connect Salesforce so Endgame knows your accounts, opportunities, contacts and the people working them. Endgame syncs the standard fields on your core objects, plus any custom fields and extra objects you choose.

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Before you start

• You need to be an Endgame admin.
• Decide which Salesforce user Endgame connects with. This is your integration user: Endgame syncs data with its credentials, so it only sees what that user can see in Salesforce. We recommend a dedicated API integration user rather than a personal account.
• The integration user needs the Approve Uninstalled Connected Apps permission in Salesforce.
• Salesforce requires connected apps to be approved before Endgame can receive data. You, or someone with access in Salesforce, will need to approve Endgame’s connected app right after you connect.
• Whoever approves it needs the Customize Application permission, plus either Modify All Data or Manage Connected Apps in Salesforce.

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Connect Salesforce during onboarding

Salesforce is the first thing you connect. It’s part of onboarding, not something you set up from Settings like other integrations: until Salesforce is connected and your data is ready, signing in to Endgame opens a welcome screen.

1. On the welcome screen, under Connect Salesforce, choose where to connect:
   • Production: click Connect.
   • Sandbox: next to Using a sandbox?, click Connect here.
2. Sign in to Salesforce as your integration user and approve access.
3. In Salesforce, approve the Endgame connected app so Endgame can start receiving data.

Endgame then starts bringing in your Salesforce data. This usually takes a day or two, depending on the size of your Salesforce instance, and the Endgame team will be in touch when your data is ready. For the full onboarding steps, see Login & Connect CRM.

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Approve the Endgame connected app

Salesforce requires connected apps to be approved before Endgame can receive data. After you sign in to Salesforce from Endgame, in Salesforce go to Setup > Connected Apps > Connected Apps OAuth Usage and click Install next to the EndgameLabs2 app.

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Fix an approval error when signing in

If you see an OAUTH_APPROVAL_ERROR_GENERIC error while signing in to Endgame, check these in Salesforce:

• Connected app approval: the EndgameLabs2 connected app must be approved before users can sign in.
• Permitted users: go to Apps > Connected Apps > Manage Connected Apps > EndgameLabs2 and check Permitted Users. It has two options:
  • All users may self-authorize: everyone can access Endgame without pre-approval in Salesforce.
  • Admin approved users are pre-authorized: each person needs a profile or permission set that gives them access to the app.
• Integration user: the integration user needs the Approve Uninstalled Connected Apps permission to connect, and for the EndgameLabs2 app to show up in Salesforce.

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Manage Salesforce in Settings

Once you’re connected, Salesforce appears in Settings > Organization > Integrations. Click Manage next to it to open the Salesforce page. It works differently from other integrations:

• You normally connect Salesforce during onboarding. If it isn’t connected yet, its page here also offers Connect, and Connect here for a sandbox.
• You can choose important custom fields, sync more objects, and change the integration user.
• Salesforce can’t be disconnected from Settings. In the Connection section at the bottom of the page, next to Disconnect Salesforce, click Contact support to email support@endgame.io.

If you connected a sandbox, the page is titled Salesforce Sandbox.

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Create a dedicated API integration user

This is optional, but recommended. Endgame reads data with the Bulk API 2.0, so you can connect with a dedicated API-only user. When you create the user in Salesforce, select:

• User License: Salesforce Integration
• Profile: Minimum Access - API Only Integrations
• Additional permissions: Approve Uninstalled Connected Apps

Then sign in as this user when you connect Salesforce.

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How Endgame syncs your data

Endgame uses the Bulk API 2.0 to fetch data from Salesforce every hour, so the integration generally has little effect on your API limits. It syncs the required objects by default, and you can add more objects. After the first sync, Endgame only requests records that have changed since the last one (based on SystemModStamp). Endgame checks for each query job to finish with an increasing backoff, starting at one minute and going up to ten minutes between checks. It downloads results in pages of 25,000 records, several pages at a time. Endgame syncs data with the integration user’s credentials. Only accounts that user can access in Salesforce are run through any AI systems, and everyone in your Endgame organization has access to the data synced for that user. To change the integration user, see Change the integration user.

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Choose important custom fields

Endgame adds the standard fields on the required objects to its context graph. Custom fields are synced too, but Endgame doesn’t reference all of them automatically: Salesforce instances often have hundreds of custom fields, and only a handful really help people understand their accounts. You choose which custom fields matter on Account, Contact, Opportunity and User.

1. In Endgame, on the Salesforce page, under Required objects, click Account, Contact, Opportunity or User. You can also hover over the row and click Configure.
2. In Configure object fields, search for the fields you want Endgame to use and select the checkbox next to each one. To have Endgame suggest fields, click Recommend and review what it selects. Recommend replaces your current selection.
3. Optionally, add a description to a field to explain what it means.
4. Click Save.

Field selections are reviewed by an Endgame representative. Saving files a request, and we’ll reach out once the change has been made.

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Sync more objects

You can add more Salesforce objects to Endgame’s context graph. At the top of the Salesforce page, Endgame shows how many objects you’re syncing out of your limit, which counts every type of object together.

• Standard objects: under Additional standard objects, turn on the toggle next to each object you want. Turning a standard object on or off files a request that an Endgame representative reviews, and we’ll reach out once the change has been made.
• Custom objects: under Custom objects, turn on the toggle next to each object you want. Custom objects sync automatically, and changes can take up to 2 hours.

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Change the integration user

1. In Endgame, at the bottom of the Salesforce page, in the Connection section, click Update credentials.
2. Sign in to Salesforce as the new integration user and approve access.

Endgame syncs with the new user from then on. The new user must belong to the same Salesforce org. To switch to a different Salesforce org, contact support@endgame.io. Update credentials connects to the same kind of instance you chose during onboarding, production or sandbox. To renew Endgame’s access without changing the user, follow the same steps and sign in as your current integration user.

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Need help or have feedback?

We’d love to hear from you! You can reach us at support@endgame.io.