If you use our Salesforce integration, you’ll be happy to hear that we released some important changes to the way the integration works today to make it easier to setup and maintain.
Improved Authorization Setup
If you are setting up a new integration or modifying the settings of your current integration, you’ll now see that you’ll need to go through an OAuth2 authorization flow to configure the integration. Previously when setting up the integration, you entered a username, password, and security token. OAuth2 provides a simpler user experience for administrators, enhanced security, and results in more stability and flexibility.
Up until now, we’ve been using username, password, and security token as credentials to integrate with your Salesforce instance. Although many applications continue to use these types of credentials to integrate with Salesforce, we found it to be particularly problematic for several reasons. First, users found it to be a real pain to dig up the security token. Most users, even administrators, have trouble tracking this down in the Salesforce UI. Second, Salesforce requires users to change their passwords each quarter. Users often (very reasonably) forget that they have to update that password in other downstream systems. In fact, password changes were the number one cause of failures with the Get Satisfaction integration.
With OAuth2, all you have to do is click a button, login to Salesforce, and then click one more button — and you’re done. When you change your password or reset your security token in Salesforce, you no longer need to worry about updating the Get Satisfaction integration.
The New OAuth2 Flow
When you’re setting up your Salesforce integration for the first time, you’ll now see a “Authorize & Activate” button in the Get Satisfaction administrative console. When you click on this button, a pop-up window will appear with Salesforce’s login screen. Login to Salesforce as you normally would (note that if you are already logged into Salesforce you’ll skip this step). You’ll then see a form prompting you to authorize the Get Satisfaction application. Click on “Allow”. The Salesforce window will close. And that’s it! You’re done. If you need to change which user has authorized the app, you can return to the admin section at any time and go through the same steps by clicking on “Change Authorization”.
What is OAuth2?
You might be wondering, what the heck is OAuth2? The short answer is that’s it’s an open standard used for granting authorization between applications. It has a lot of benefits for both end-users and the systems that are trying to integrate using it. You can read more about Salesforce’s implementation of OAuth2 on their blog: Digging Deeper into OAuth 2.0 Salesforce.com.
Learn more about Get Satisfaction’s Salesforce integration
If you’d like to learn more about Get Satisfaction’s integration with Salesforce, this is a great place to start: Get Satisfaction for Salesforce.