How-toRecipes for one specific task, for when you know the basics and have a goal.

Integration – Import Salesforce Contacts to Smart Connect

This article will guide you in setting up a pre-configured integration to import your Salesforce contacts to Smart Connect.

Download WFB file

You will need an account for Telia Smart Connect, Salesforce, and Bosbec. You’ll also need to find the following information from Smart Connect and Salesforce:

Salesforce

  1. Base URL
  2. Consumer Key
  3. Consumer Secret

Telia Smart Connect

  1. Username
  2. Password
  3. Customer ID

Preparing the account

  1. In the Bosbec admin panel, start by creating a group and calling it “TSC Group”.
  2. Open the details for the group and copy the group ID.
  3. Then, go to Settings at the top right and select Account Settings.
  4. At the bottom left, under Account, enter the data in the table below.
Key Value
tsc_username Username for Telia Smart Connect
tsc_password Password for Telia Smart Connect
tsc_customer_id Customer ID in Telia Smart Connect
tsc_contacts_group_id Group ID for your “TSC Group”.

Example of format: 00000000-0000-0000-0000-000000000000 | | salesforce_base_url | Your URL for Salesforce.

Example of format: https://demo.my.salesforce.com | | salesforce_consumer_key | Consumer Key found in Salesforce | | salesforce_consumer_secret | Consumer Secret found in Salesforce |

Creating the workflow

When you’ve prepared the account, you can follow the steps below to set up the workflow.

  1. Go to Workflows in the Bosbec admin panel.
  2. Click the yellow plus sign (+) to create a new workflow.
  3. Give your workflow a name, for example: Telia Smart Connect – Import Contacts From Salesforce.
  4. Click Save.
  5. Double-click your new workflow, or click the edit icon, to open it.
  6. Import the .wfb file (can be downloaded at the top of this article).
  7. Select FileImport from wfb file.
  8. Select the scheduling rules by double-clicking the Scheduled Import trigger at the top left in the workflow area.
  9. Select FileSave.
  10. Set your workflow to Live by toggling the switch next to Run (top right).

You are now done, and the Salesforce contacts should be imported to your Telia Smart Connect account!