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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:



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2. Acknowledge and then press Install.

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

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4. The app is being installed.



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

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6. Amberflo.io managed app:

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Configuration

Set API Key

  1. Obtain Amberflo API Key from Amberflo: https://ui.amberflo.io/settings/account/api-keys
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2. In Salesforce Setup, type "Custom Settings", then click on Manage

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

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

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A list of sync operations will appear in the logs:

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

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What's next?