Guides
...
CRM, ERP & Tax Integrations
CRM - Salesforce

Installing Amberflo.io Salesforce Managed App

9min

Latest version

Release 1.89

Click here to install in production Click here to install in sandbox (Note: for Sandbox the domain is test.salesforce.com)

Instructions

  1. Click on the link above to start installing the Amberflo.io app:



Document image


2. Acknowledge and then press Install.

Document image


3. Grant access to the managed app to call the Amberflo API. Then click Continue

Document image


4. The app is being installed.



Document image


5. Once installed, the app should appear in the Apps menu and in Setup->Apps->Packaging->Installed Packages.

Document image




Document image


6. Amberflo.io managed app:

Document image




Configuration

Set API Key

  1. Obtain Amberflo API Key from Amberflo: https://ui.amberflo.io/settings/account/api-keys
Document image


2. In Salesforce Setup, type "Custom Settings", then click on Manage

Document image

Document image


3. Click on Edit and enter the API Token, then Save.

Document image




Document image


Sync Job

The Amberflo.io managed app has a sync job to sync data between Amberflo and Salesforce.

On-demand one-time import

  1. Launch the Developer Console
Document image


2. Click Debug -> Open Execute Anonymous Window, then type the following command and click Execute. (new AFLO.DownloadScheduler()).execute(null);

Document image




Document image


A list of sync operations will appear in the logs:

Document image


In the Amberflo.io app, the Administrator can view Async Events as the data is imported from Amberflo.

Document image


What's next?

  1. Enabling webhooks