IntraManager Board integrates with Salesforce
Set Up Data Source
To set up Salesforce as a data source in IntraManager Board, you need to be an Administrator, allowing you to add data sources.
Setting up the data source is simple:
- Navigate to Settings > Integrations
- Click on Add Integration and select Salesforce
- An alternative title can be displayed if you need to differentiate between multiple data sources of the same type
- Click Next and then Start Integration
Since we use OAuth 2.0 for the integration between Board and Salesforce, Board will now redirect you to Salesforce to confirm access. If you are not already logged into Salesforce, you will first be asked to log in.
We recommend setting up a separate user for the integration. This allows for options such as deactivating the user after using Board, tracking statistics on Board’s use of the Salesforce API, and ensuring that Board continues to have access to Salesforce data even if the administrator is no longer employed by the organization.
Connected App
IntraManager Board uses a Connected App to retrieve data from Salesforce. This applies to both Single Sign-On from the login page and data retrieval after setting up the data source.
Our Connected App has the ID 06P2p000000LI8i and requires access to the following scopes:
- Access the identity URL service (id, profile, email, address, phone)
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article