Note: Your System Administrator User must complete the following Steps before improveit 360's staff can complete the ArcSite setup.
See also: ArcSite and improveit 360 Integration
1) Create Connected App in Salesforce
- Navigate to Setup
- Create > Apps
- Connected App Name: {customer} ArcSite
- Contact Email: System Administrator's Email
- Enable OAuth Settings: True
- Required Callback URL: https://user.arcsiteapp.com/user/service/oauth_callback/
- Selected OAuth Scopes: 'Full Access' & 'Perform Requests on your behalf at any time'
- Save
2) Client creates a Consumer Key & Secret
Once the connected app is created you'll want to send improveit 360 the Consumer Key & Secret. These two pieces of information will be used to connect ArcSite to improveit 360.
To connect ArcSite to improveit 360 the System Administrator will navigate to Advanced Settings > API & Services under the integrations dropdown.
Select 'Connect to Salesforce' and then key in the Consumer Key and Consumer Secret.
The Domain should default to 'login.salesforce.com '.
3) Establishing OAuth Policies
- Once the Connected App has been created, click Manage and Edit Policies.
- Set IP Relaxation to: 'Relax IP Restrictions'
- Refresh Token Policy: 'Refresh token is valid until revoked'
- Save
4) Generating API Key & Secret in ArcSite
In ArcSite the client will need to go to Advanced Settings. Under Integrations there will be an 'API & Services' sections where they will request an 'ArcSite Cloud API Key'. Once requested client will need to send the API Key and Secret to improveit 360 to 'Configure the ArcSite Settings'.
Note: improveit 360 employees CANNOT login to ArcSite to generate this. This must be done by the client.
Once steps 1-4 have been completed, reach out to improveit 360 to complete the remaining portions of the integration Setup.