Integrating Salesforce Service Cloud

Capabilities

DataGrail's Salesforce Service Cloud integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Salesforce Service Cloud User Role: Admin

Create Service Cloud API Credentials

1. Log in to Salesforce.
2. Using Quick Find, search for App Manager and select it.
3. Select New External Client App and enter the following information:

Application Configuration

External Client App Name: DataGrail (You can use any value)

Contact Email: your email address

Distribution State: Local

API (Enable OAuth Settings): Enable OAuth (checked)

Callback URL: https://datagrail.io/oauth/salesforce_service_cloud

Selected OAuth Scopes:

• Manage user data via APIs
• Access the identity URL service
• Perform requests at any time

Require Secret for Web Server Flow: enabled (checked)

Require secret for Refresh Token Flow: disabled (unchecked)

Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows: disabled (unchecked)

4. Select Save, and then Continue.
5. Select your new application.
6. On Settings tab, select OAuth Settings and then Consumer Key and Secret under App Settings
7. Copy the Consumer Key and Consumer Secret. Store them in a secure, temporary location.

Break Time

Wait a few minutes for the changes to take effect before continuing to the next step.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Salesforce Service Cloud.
2. Enter the Consumer Key and Consumer Secret.
3. Select Login to Configure and authorize the necessary permissions to DataGrail:

Required OAuth Scopes

• Access and manage your data
• Access your basic information
• Perform requests on your behalf at any time

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Salesforce Service Cloud integration uses the REST API:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.