Setup Avochato Data Sync and Avochato API Credentials for Salesforce
Connect Avochato to Salesforce and enable the data sync and other power features via the API
Want to get your data sync and Avochato API credentials enabled right away? Follow these simple steps:
- Ensure the Avochato for Salesforce managed package is installed in your Salesforce org. If you’re unsure, visit the Avochato for Salesforce listing on the AppExchange and install it on your org
- If you’re installing this for the first time in a non-sandbox org, it’ll start a 14 day trial with our Avochato for Salesforce package
- If you install the package onto a Sandbox org, you have unlimited time with the Avochato for Salesforce package to test to your heart’s content!
- Within Avochato, click on the “Integrations” menu option. Now you can connect Avochato to your Salesforce Org of choice. Use “Connect Production” if you’re ready to go live with the sync, or “Connect Sandbox” if you’re in the testing phase. If you see the “Settings” button, it means you’re already connected and good to go
- For details about how the data sync works, what fields are synced, and customization options, see our main page below:
- Through the Avochato left sidebar menu, go to Avochato → Settings → API Access, and select the user you’d like to use as your default API user.
- Whatever Avochato accounts / inboxes that user has access to in Avochato will be the access they have when sending messages from Flow builder or List View Broadcasting
- When you click “Generate Credentials” button, it automatically syncs them to Salesforce, enabling features like List View Broadcasting and Flow Builder Avochato API actions.
Yay! API Keys FTW! Save the Auth ID and Auth Secret somewhere safe - the secret will not be given to you again 🤫
To verify that your Avochato API credentials were successfully saved into Salesforce, do the following:
- Through the Salesforce UI, go to Setup → Custom Metadata Types, and click on the Manage Records link next to “Avochato Credentials”
- You should see one or more rows of credential records. Click into the row that has the “Is Default” checkbox selected
- Within that credential metadata record, you should the “Is Active” checkbox marked true as well, and the “Auth Secret” should look like a very long string of random characters.
If that string is less than 20 characters, then it wasn’t encoded properly, and you may need to attempt to sync your Salesforce credentials again using the steps at the start of this article
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