Connect ITONICS to Salesforce

What is it?

ITONICS allows you to connect to Salesforce to pull your relevant CRM data into your application. The following steps describe how to set up the connection and pull the data from your Salesforce application into your ITONICS instance. Use the connection to push changes from Salesforce, i.e. updated company information, into your ITONICS system and update the corresponding Entity.

How does it work?

Please note: To connect ITONICS to Salesforce, the ITONICS Salesforce integration must be active. After activation, for the integration interface to function, it is required to connect your Organisations Salesforce Tenant to your ITONICS instance by adding or building a new app within your Salesforce Instance that can in turn be used to communicate with your ITONICS instance. Note that creating a new app might take a few minutes. For this purpose, please contact your Customer Success Manager to align on the initial baseline setup as authentication methods must be exchanged between ITONICS and your Salesforce Administrators.


When you enter a request for the first time, your application must check whether you are actually authorized to receive a response. In this case, OAuth2 is used for authentication. Within your App Manager in your Salesforce application, after  the successful creation of a new Salesforce connected app, you need to provide and select the scope of the OAuth authentication.

Subsequently, navigate to the Manage Connected Apps section in your Salesforce application, where you can retrieve both your Customer Key and Customer Secret. Both properties, respectively values must be provided within the corresponding ITONICS instance and will be used as credentials to authenticate you and validate that you are authorized to receive a response from the ITONICS Rest API.

Please note: We recommend contacting your Customer Success Manager to align on the initial baseline setup to exchange authentication methods between ITONICS and your Salesforce Administrators.

Please note that if you receive an error code, it might mean that your credentials are not valid.

Activate on Entities 

In order to activate the Salesforce Integration on an Entity Type, go to the Entity Configuration and choose an Entity to activate from your Entity Manager. Within the Entity type, you will now have access to a module/feature called Salesforce Integration.

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Activate the module on the entity by selecting the checkbox and saving your Entities configuration. After initial activation in the Entity options you will now have access to the option Manage Salesforce Integration.

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Configure Salesforce on Entities

General Configuration

Within the Manage Salesforce Integration option, you will be able to Add new Salesforce Object. This option will allow you to connect the Salesforce app and choose from an object that has been made available through the app.

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Once you have initially saved your configuration, your page will refresh and a mapping table will become available within the General Configuration tab. This mapping table allows you to map properties from your connected Salesforce object to the entity type you are configuring. Please note that only those properties will be available within the object that have been defined in the app.

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Map the fields you have configured on the entity in ITONICS to the fields that are available for your Salesforce object. These are the fields that will be updated accordingly from your Salesforce data.

Please note: If a field you want to map does not appear, please also check your Salesforce app configuration as well as general authentication. Wrong mapping might also lead to an Entity field not being updated correctly.

Update Configuration

Within the Update Configuration, it is possible to define the frequency of the cron job and define a Webhook key that will be used when sending a request between your ITONICS instance and corresponding Salesforce application.

Please note: The webhook generation and update should be done conjointly with ITONICS experts to ensure proper configuration and functioning. When a cron (recurring job) is configured, the respective request to Salesforce needs to be created, which can not be done by platform administrators. Please contact your respective Customer Success Manager.

Salesforce Log

Refer to the Salesforce Log page to track if and when a cron job has run between your Salesforce application and the ITONICS system. You can find the log page by navigating to Settings > Logs > Salesforce. The Salesforce log interface will show a list of all run cron jobs.

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