CFSWorX - Configuring Salesforce

CFSWorX can optionally be used with Salesforce. This makes it easy to import field worker contact information, schedules, and experience information including characteristics, territories, and crews. This information is important when determining the best worker to contact. It is also possible for CFSWorX to create work orders in Salesforce.

The following instructions will assist with getting CFSWorX connected to an existing Salesforce account. Please ensure that, Field Service is enabled, and Managed Package is installed on your Salesforce instance. Refer to the links below for steps to set up Field Service.

https://help.salesforce.com/articleView?id=fs_enable.htm&type=5

https://help.salesforce.com/articleView?id=pfs_install.htm&type=5

Note: The Salesforce dialogs may change over time. Please consult Salesforce documentation if you have trouble finding any settings.

Configure a Connected App

Sign into your Salesforce organization: https://login.salesforce.com/
Configure a connected app and complete its basic information:

Search for App Manager in the quick find box on the top
Click New Connected App.
Enter the Connected App Name.
Enter the contact email.

Refer to the link below for additional configuration options for the Connected App:

https://help.salesforce.com/articleView?id=connected_app_create_basics.htm&type=5

Next, enable OAuth settings for API Integration:

Select Enable OAuth Settings in the API (Enable OAuth Settings) area of the page.
Enter the callback URL. (this field is mandatory while configuring a Connected App, but is not used by CFSWorX)
Select the OAuth scope – Full access, to apply to the connected app.
Select Require Secret for Web Server Flow.
After configuring the above-mentioned options, click Save.

The steps mentioned above are required to connect to Salesforce from CFSWorX. There are several other options which can be left blank, whose details are provided in the link below:

https://help.salesforce.com/articleView?id=connected_app_create_api_integration.htm&type=5

Note: When you click Save, Consumer Key is created and displayed, and Consumer Secret is created. Click on the link to reveal the Consumer Secret and copy both these values for later use.

After creation of Connected App with appropriate settings, manage access to the Connected App:

From Setup, enter Connected Apps in the quick find box, then select Manage Connected Apps.
Click Edit next to the connected app that you created in the previous step.
Under OAuth Policies, click the IP Relaxation dropdown menu and select Relax IP Restrictions, then click Save.

Additional reference to managing access to the Connected App can be found in the link below:

https://help.salesforce.com/articleView?id=connected_app_manage_oauth.htm&type=5

Creating Salesforce Source in Workbench

Open Workbench.
Expand Connected Field Service.
Under Workers, add a Salesforce source.
Give the source a name.
In the Salesforce Settings section, fill in the Consumer Key, Consumer Secret, User Name and Password fields with information about your Salesforce instance.
Make other changes as desired (see Adding a Salesforce Source for more information).
Apply the changes.

Note: Salesforce does not require multi-factor authentication (MFA) for API connections, which include the Salesforce Source connections made by ICONICS Suite. See https://help.salesforce.com/s/articleView?id=000362724&type=1.