Adding the Salesforce Integration Package
Adding the Salesforce Integration Package
Before starting this integration you should follow this article to authorise ActiveDEMAND with Salesforce
You will need to know if you are using the Lightning or Classic Salesforce edition
You will need to be a Salesforce and ActiveDEMAND Admin to carry out this integration
As admin, start by uninstalling any previous versions of the package:
As admin, install the ActiveDEMAND Salesforce package by clicking this link
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vOnN
|| The ActiveDEMAND Corporate Marketer package is required for Salesforce Integration
If this does not work, use
https://<yoursalesforcedomain>.my.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vOnN
Choose 'For Admins' and 'accept the 'ack'
Click Done
Set up the ActiveDEMAND URL
In your account, browse to your CRM-Contact Updates. Either edit your existing configuration or, if you have not created one, create a new one. Go through the process of mapping your fields. Then on the schedule screen, choose Webhook
Copy the ActiveDEMAND Package URL
Using Salesforce Lightning (If you are using Salesforce Classic click here)
In Salesforce (as administrator), click the app launcher
Select the ActiveDEMAND app
Click the configuration Tab, click edit
Past your ActiveDEMAND webhook URL that you received from ActiveDEMAND support into the edit and save
Authorise remote communications
Press setup in the top right corner:
In Quick Find/ Search box find Remote Site Settings
Press New Remote Site button
Provide values as you see on screenshot:
Use this URL : https://api.activedemand.com
Now your Lightning package is ready to work!
Using Salesforce Classic
1 In Salesforce (as administrator), click the app launcher
Select the ActiveDEMAND app
Click the configuration Tab, click edit
Paste your ActiveDEMAND webhook URL that you received from ActiveDEMAND support into the edit and save
Authorise remote communications
Press setup in the top right corner:
In Quick Find/ Search box find Remote Site Settings
Press New Remote Site button
Provide values as you see on screenshot:
Use this URL : https://api.activedemand.com
Now your Classic package is ready to work!
Updated on: 31/10/2023
Thank you!