The AODocs Salesforce connector lets you create mappings to trigger actions between your instance of Salesforce and AODocs on your domain. For example, you can create a mapping that automatically triggers the creation of a new AODocs document each time a new Salesforce opportunity is created.

Learn more:

This article is for Salesforce administrators. It explains how to install the AODocs Salesforce connector and set up Salesforce.

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Prerequisites: Technical accounts

Technical accounts are standard Google Workspace or Microsoft accounts but are not designed to be used by a real person. All operations related to the mappings between AODocs and Salesforce, such as creating an AODocs document from a new Salesforce opportunity, are performed using the technical accounts in the background.

You need the following technical accounts:

one Workspace or Microsoft AODocs account on your domain, to communicate from Salesforce to the AODocs Salesforce Connector.
one Salesforce account with administrator permissions, to communicate from the AODocs Salesforce Connector to Salesforce and AODocs.

You must send the email addresses of these technical accounts to your the AODocs Sales team.

Optionally, you can also send a Google or Microsoft group containing AODocs Salesforce Connector administrators.

Note: If you send us an administrator group, only members of this group will be able to create and manage rules in the AODocs Salesforce Connector. If you don't send us an administrator group, all users on your domain will be able to create and manage rules in the AODocs Salesforce Connector.

Install the AODocs Salesforce Connector

1. As a Salesforce administrator, follow this link https://appexchange.salesforce.com/.

2. Search for AODocs in the search bar.

3. Click the AODocs for Salesforce box.

4. Click Get it now.

5. Sign in to Salesforce if you're not already signed in.

6. Click Install in Production.

7. Click Confirm and Install.

8. Sign in to Salesforce.

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9. Click Install for All Users.

10. Select the check box and click Continue.

11. Click Done in the confirmation message.

On the Installed Packages page you can see that the connector has been installed.

In Salesforce

In Salesforce you must:

recover the client ID and client secret
create an authentication provider
create named credentials

Recover the client ID and client secret of your Salesforce instance

You must:

create a connected app in Salesforce
recover your client ID and client secret

1. As a Salesforce administrator, sign in to Salesforce.

2. Use the Quick find box to access the App Manager page.

3. Click New Connected App.

Tip: You may need to scroll up to see the button.

4. Define the following settings:

Connected App name: you can name your app anything you like – in our example we called it "AODocs Connector".
API name: this field is automatically filled in from the name you provided
Contact email: enter the email address of a Salesforce administrator
Enable OAuth Settings: activate this checkbox
Callback URL (appears when you select the Enable OAuth Settings checkbox): enter these URLs:
- https://salesforce-connector.aodocs.com/sign-in/technical/salesforce
- https://salesforce-connector.aodocs.com/sign-in/user/salesforce
In the Selected OAuth scopes field, select and add these scopes:
- Full access (full)
- Perform requests at any time (refress_token_offline_access)

Leave all other default settings.

5. Click Save.

Note: Your newly created app may take about 10 to be activated in Salesforce.

6. On the the AODocs Connector app manager page, click Manage Consumer Details.

7. Enter the verification code that Salesforce sends to your email account.

8. Copy and save the consumer key and the consumer secret. You will need to use them later on.

Create an authentication provider in Salesforce

Select a tab below depending on whether you are a Google user or a Microsoft user.

#Google users #Microsoft users

Follow the procedure described in the Salesforce documentation.

Take account of the information provided below.

1. Use the Quick find box to access auth. provider page.

2. Click New at the top of the page.

3. Enter the following information:

Provider Type: Google
Name: enter a name for your authentication provider (in our exmple we used Google Auth provider)
Consumer Key (this is the AODocs Connector Client ID):
810126774351-qpp6b8s8u11bkht2feqmkm54oj95f5m8.apps.googleusercontent.com
Consumer Secret (this is the AODocs connector client Secret):
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
Authorization Endpoint URL:
https://accounts.google.com/o/oauth2/auth?access_type=offline&approval_prompt=force
Token endpoint URL:
https://accounts.google.com/o/oauth2/token
Default scopes:
https://www.googleapis.com/auth/drive.file

4. Click Save.

5. Copy the Call back URL and send it to you AODocs Sales representative.

Follow the procedure described in the Salesforce documentation.

Take account of the information provided below.

Important: Ignore anything related to SharePoint!

For Default scopes in step 3 under Create an Authentication Provider Using Placeholder Values, add the following scopes: User.Read offline_access
When creating the app in Azure, make sure the following checkboxes are selected:
- Access tokens (used for implicit flows)
- ID tokens (used for implicit and hybrid flows)

In step 14 under Register a Web Application in the Azure Management Console, add a permission to Grant admin consent for [your organization].
In step 3 of Configure the Authentication Provider in Salesforce, the values of Authorize Endpoint URL and Token Endpoint URL must be the endpoint of your Azure app.
To retrieve them, access your Azure App following these steps:
- Select Azure Active Directory > App registrations > <your application> > Endpoints.
  A tab opens.
- Copy the URL value of OAuth 2.0 authorization endpoint (v2) and paste it into Authorize Endpoint URL of the Salesforce Auth. Provider.
- Copy the URL value of OAuth 2.0 token endpoint (v2) and paste it into Token Endpoint URL of the Salesforce Auth. Provider.

Create named credentials

Google users must create two named credentials for Salesforce to be able to call the AODocs Salesforce connector.

Important: Microsoft users only need to create the first.

Create a named credential (Google users and Microsoft users)

1. Use the Quick find box to access the Named Credentials page.

2. Open the dropdown menu next to the New button and select New legacy.

Note: Don't click the New button directly. Use the menu.

3. Under New Named Credential, enter the following details:

Label: AODocs Connector
Name: AODocs_Connector
URL: https://salesforce-connector.us.aodocs.app/api/v1/salesforce/objects
Identity type: Named principal
Authentication protocol: OAuth 2.0
Authentication provider : [Name of the Google or Microsoft authentication provider you created]

Tip: Enter the first few characters and use the search feature.

Scope: openid email

Note: There are no scopes to add for Microsoft users.

4. Click Save.

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5. Sign in if required.

The Authentication status shows that you have been authenticated.

Create a named credential (Google users only)

Note: This step is only for Google users who want to use libraries using Google Drive as a storage platform.

1. Use the Quick find box to access the Named Credentials page.

2. Open the dropdown menu next to the New button and select New legacy.

Note: Don't click the New button directly. Use the menu.

3. Under New Named Credential, enter the following details:

Label: Drive
Name: Drive
URL: https://www.googleapis.com
Identity type: Named principal
Authentication protocol: OAuth 2.0
Authentication provider: Name of the Google authentication provider you created
Scope : openid https://www.googleapis.com/auth/drive.file