Salesforce Named Credential Setup

User Guide

Intro to the Dialer

Salesforce

Full Integration Setup

How to Create Cadences

Call List Management

Admin Guide

Phone Management

1. Go to Named Credentials | Salesforce

2. Click on New

3. Set The Label and Name

Label = Connect Login

Name = Connect_Login

4. Click on highlight

5. Click on highlight

6. Click on highlight

7. Select Authentication Protocol

Choose Custom

8. Click on Save

9. Create a New Permission Set Mapping

10. Click on CanonConnectLogin

11. Click on Add

12. Set the Name to Token

Token

13. Add token value

This is the API token provided to you by Connect Support

14. Click on Save

15. Create New Custom Headers

16. Type in Authorization for Name

17. Type in the following for Value

18. Click on Save

19. Click on Named Credentials

20. Click on New while on Named Credentials

21. Type in highlight

22. Type in highlight

Connect_Login

23. Type in highlight

24. In the External Credential Field, Pick Connect Login

25. Un-check Generate Authorization Header

26. Check the Next two Boxes

27. Enter the following

canon_app

28. Click on Save

29. Click on New Custom Headers

30. Type in Accept for Name

31. Type in application/json for Value

32. Click on Save

33. Click on New again for Custom Headers

34. Type in Content-Type for Name

35. Type in application/json for value

36. Click on Save

37. Your all done!