Connect Fullcast to Salesforce

The Fullcast and Salesforce integration needs to be authenticated in 2 places. Below are details on how to authenticate the connection between Fullcast and Salesforce.

Import and Export Authentication

The exchange of data between Fullcast and Salesforce requires the API integration user to be authenticated in our integration layer. This is currently not available from within the Fullcast app. Please contact your Business Partner to schedule a 15 minute call with product support to complete the authentication.

Connected App Authentication

The connected app allows Fullcast to read Salesforce metadata, which enables the ability to manage the data within Fullcast. This authentication process can be completed without needed to join a call with product support.

Below are the steps to authenticate the connected app from within Fullcast.

1. Log into Fullcast with your own credentials.
2. Choose the available tenant name in the next screen. (For the first time users)
3. Select a Plan that is already available. (For the first time users)

4. Go into the Settings > Motion > Connected App Settings. Fill the instance URL. Get the instance URL link from Salesforce by following the below steps:
   1. Login to Salesforce. Select Setup.
   2. In the Quick Find Box search  Setup --> Domains 
   3. Select My Domain under Company Settings.
   4. Copy the URL in Current My Domain URL and paste it in fullcast connected app settings instance URL. (It should read as https://Current MyDomain URL in the instance URL)

5. Go to the Connected App in Salesforce and copy the Consumer Key and Consumer Secret information

6. Update Connected App setting in Fullcast app's motion settings with the Consumer key and Consumer secret.
7. Now Validate and save
8. Next you have to select the click to authorize link, this will take you to salesforce URL that you put in the input URL section and will prompt you to login

9. Now the connection is established successfully.