Find customers, close deals faster, and grow accounts with Salesforce CRM
Switch branches/tags
Nothing to show
Clone or download
Fetching latest commit…
Cannot retrieve the latest commit at this time.
Permalink
Type Name Latest commit message Commit time
Failed to load latest commit information.
components
config
styles
templates
.gitignore
.prettierrc
LICENSE
README.md
escape.js
imposters.json
integration.js
package.json
salesforce.js
sync.js
test-data
test.js

README.md

Polarity Salesforce Integration

image

The Salesforce integration will search your Salesforce instance for email addresses that are recognized on your screen. The integration will return any contacts and leads for the email address. When viewing the contact or lead the integration will also show related accounts, opportunities and tasks.

The Salesforce integration requires Polarity Server 3.4+

image
Salesforce Contact Example

Installing the Integration

General installation instructions for integrations are provided on the PolarityIO GitHub Page.

In addition to installing the integration on the server you will need to configure your Salesforce instance.

Salesforce Configuration Steps

Add a Connected App

Before you can use the Polarity Salesforce Integration you will need to setup a Connected App in your salesforce instance so Polarity can connect to it. You can do this by navigating to Setup -> Apps -> App Manager and then click on the New Connected App button.

Fill in the Basic Information section

image

Make sure to check the box next to Enable OAuth Settings.

Under Enable OAuth Settings you should add Access and manage your data (api) as the Selected OAuth Scope

image

Finally check Require Secret for Web Service Flow

image

No other options need to be set. Save your Connected App.

Add Network Access for the Polarity Server

Next you should add the polarity server to your list of trusted IP ranges. To do this navigate to Setup -> Security -> Network Access.

Click on the New button and add the external IP address for your Polarity Server:

image

Add the external IP address of your Polarity Server to the Trusted IP Range.

Once complete you can begin to configure the Salesforce options from within Polarity.

Salesforce Integration Options

URL

URL of the Salesforce instance to use including the schema (i.e., https://)

Example:

https://company.my.salesforce.com

Consumer Key

The Consumer Key for the connected app. You can find this information under your Connected App under Setup -> Apps -> App Manager -> Manage Connected Apps. Click on the Polarity Application dropdown and select View.

image

Look for the Consumer Key value.

Consumer Secret

The Consumer Secret for the connected app. You can find this information under your Connected App under Setup -> Apps -> App Manager -> Manage Connected Apps. Click on the Polarity Application dropdown and select View.

image

Look for the Consumer Secret value.

Username

The username for the individual user that is connecting to Salesforce.

Password

The password for the provided username.

Blacklist Domains

A comma delimited list of domains to ignore when sending emails to Salesforce for lookup. As an example, if your companies email addresses are company.com you can ignore all of these email addresses by setting this options's value to company.com. Any emails ending in company.com will no longer be searched in Salesforce.

Polarity

Polarity is a memory-augmentation platform that improves and accelerates analyst decision making. For more information about the Polarity platform please see:

https://polarity.io/