This page describes how to connect Salesforce to (CE).
In CE, navigate to the Integrations tab. Click on ‘Install’ and you will be redirected to Salesforce to login.
Log in with your Salesforce or the API User’s credentials and upon authentication, you will be redirected back to 6sense Conversational Email.
Follow the 4 steps pictured below in Settings to complete your integration:
See more here on how to implement Salesforce integration.
Troubleshooting disconnections
The connection to Salesforce will occasionally expire, and disconnect the integration, preventing 6sense Conversational Email Auto-Enrollments and pushing of updates. When you have a disconnection, follow these steps.
1. Check the refresh token policy in Salesforce
In the Salesforce Setup page, search for and navigate to Connected Apps OAuth Usage
Find the “6sense Conversational Email” Connected App, and click “Manage App Policies”. If you do not see this option, but instead see an option to “Install” the app, click on that first, and then on “Manage App Policies” (The app is already connected, this installation simply allows more granular management of app policies).
Under “Refresh Token Policy”, if “Refresh token is valid until revoked” is not selected, select it and save the changes:
2. Check the number of OAuth connections
Salesforce restricts users from being connected to more than 5 6sense Conversational Email Teams at a time. To check this:
Login as the API User
Go to the user’s settings and search for Advanced User Details
In the OAuth Connected Apps section, if you see the Application “6sense Conversational Email” appear 5 times, then you have reached the limit of Teams that can be connected. You will need to reconnect in the following step with a different Salesforce user.
3. Reconnect to Salesforce in CE
Follow the steps in “Connecting Salesforce to 6sense Conversational Email via OAuth” to reconnect to Salesforce.