Check your Edition
To set up the integration - you will need to have access to an Administrator user of an Enterprise level account (not a personal one, or the api elements will not work)
To check, click the tools icon, click Setup.
the SETTINGS > Company Settings > Company Information
and look for the field called Organization Edition and check it says Enterprise Edition.
Setting up the MeetMax "App" in Salesforce
Still in Setup, click on
PLATFORM TOOLS > Apps > App Manager
then on the right, click the button "New Connected app"
These are the key parts to fill in
call it MeetMax or MeetMax_Live - the name does not matter, but its important you recognize it at a future date. Add a contact email - also not important which one.
The callback URL IS important.
And the API settings you need to move over to the right are the following:
- Access and Manage Your Data (api)
- Access you basic information (id,profile, email, address,phone)
- Perform requests on your behalf at any time (refresh_token, offline_access)
- Provide access to your data via the Web (web)
Hit Submit no this page, and then you need to click on the API name to see the details as in the page below. You will need to copy those two bits of information in MeetMax. The Consumer Key and the Consumer Secret. The Secret you have to "click to see".
Copy these into the Salesforce configuration page below in MeetMax.
Configure > Event Details > Salesforce
Username and Password for the integration
When logged in as the Admin user associated with the account that set up the MeetMax api, go to the profile icon, and click Settings.
Under Personal Information, click on "Reset My Security Token" - then click the button.
If you do not see this i the Navigation - copy this strong after the domain part of the url for your Salesforce session
/_ui/system/security/ResetApiTokenEdit?retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DPersonalInfo&setupid=ResetApiToken
This will generate an email fromSalesforce, with your username and the Security token.
You use these values in the MeetMax form below. The Username is simply the username of the Salesforce user. The Password you enter is MeetMax is slightly more complex. Its the Salesforce password of the user ADDED to th Security token received from Salesforce.
ie password+token as one string (leaving out the + sign).
Check the Permssions of the User
Back to Setup (the tool icon), then
ADMINSTRATION > Users > Profiles
click on System Administrator which is the User type of the api user.
Scroll down the page till you get to the secton on Connected App Access and make sure the MeetMax App created at the top is checked off.
That completes the basic 1-time setup in Lightning