The ArcSite and improveit 360 integration is a paid Advanced Service sold for a one-time fee of $500.
Portions of the Setup must be completed by improveit 360's Solutioning Team and portions of the Setup must be completed by ArcSite and the client. See also: ArcSite and improveit 360 Integration
Note: Your System Administrator User must complete the following Steps before improveit 360's staff can complete the ArcSite setup.
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) Create a Consumer Key & Secret in improveit 360's Connected App
Once the connected app is created you'll want to obtain the improveit 360 the Consumer Key & Secret. These two pieces of information will be used to Connect ArcSite to improveit 360.
Go to Setup > Create > Apps and click on the name of the App
Next click the Manage Consumer Details button
The system will prompt you to login again (Note: you may need to obtain a Verification Code which will be sent to the Admin User's Email Address)
Once logged in successfully you should be able to Copy the Consumer Key and Consumer Secret.
To connect ArcSite to improveit 360 the System Administrator will Login to ArcSite: https://user.arcsiteapp.com
Navigate to Advanced Settings > Integrations > Apps
Click the 'Connect to i360' button and then paste in the Consumer Key and Consumer Secret that you've copied from the improveit 360 Connected App.
The Domain should default to 'login.salesforce.com '.
Click Connect
You should see an indication of 'Improveit 360 Connected' and the button should change to say "Update Keys" This is a good indicator that ArcSite and improveit 360 are now partially connected.
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 within ArcSite
In ArcSite, your Admin User 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 obtained, you will need to send the API Key and Secret to improveit 360 to complete the configuration.
Note: improveit 360 employees CANNOT login to ArcSite to generate this. This must be done by the client.
The ArcSite API Key and Secret will be used when setting up the ArcSite Custom Setting in improveit 360.
Once steps 1-4 have been completed, reach out to improveit 360 to complete the remaining portions of the integration Setup.