Salesforce Integration

Integration Setup

1. Sign into Salesforce AppExchange to install the Mosaic application

• Select a Salesforce Environment to install the package in

2. Navigate to Setup → Apps → Connected Apps → Manage Connected Apps and locate the Mosaic AI Application. Click Edit to open the configuration page for the installed app.

3. Under OAuth Policies, for the Permitted Users option, set to Admin approved users are pre-authorized

4. Go back to the Mosaic Connected App page by repeating Step #2
5. Scroll down to the Profiles section, and select Manage Profiles. In the next step you will create a new Profile to use.

6. Navigate to Setup → Users → Profiles and click on New.

7. Create a new Profile for the integration with Mosaic to use. Clone the Standard User profile.

8. Go to Setup -> Manage Users -> Users. Click New User to create a new user.

9. Choose appropriate name and email. Set User License to Salesforce, and Profile to the profile you created in Step #7.

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Please Note:

Make sure that your new Profile is a licensed Salesforce user, not a Salesforce Platform user.

10. Navigate to Process Automation → Workflow Actions → Outbound Messages. Find the 4 Outbound Messages that were installed with the Managed Package.
11. Select Edit on each of the Outbound Messages, and change the value of the User to User to send as to the Mosaic Profile that you created in Step #7.

Integrate with Mosaic

1. Login to Mosaic and navigate to the company settings from the Home screen

   
   
   

2. Select Integrations from the Settings menu. Select Salesforce from the CRM section.

   
   
   

3. Enter the Server URL that you use to access Salesforce to connect your Salesforce instance to Mosaic.
   The format will be: https://<your-company>.lightning.force.com/Enter the Username of the User that you created in Step #9 and click Connect.

4. That’s it! Once connected Mosaic’s team will confirm your data is populating correctly, and schedule a call to review.