The Salesforce Element in Korbyt connects to data shared by your Salesforce service and requires that your server be configured to all the data to be shared

Salesforce Configuration

A Salesforce administrator for your organization must configure Korbyt as a Connected App.

• In your SFDC, click the Setup menu, then select Setup

  

• On the left navigation menu, open Apps and click on App Manager

  

• In the upper right, click New Connected App, then click Create a Connected App

  

• Configure your basic info

  

• Select OAuth Scopes:

  • Access the identity URL service (id, profile, email, address, phone)

  • Manage user data via APIs (api)

  • Manage user data via Web browsers (web)

  • Perform requests at any time (refresh_token, offline_access)

  • Callback URL will be: https://{yourtenant}.korbyt.com/ws/player/salsforce/oauth2/callback

    • Your Tenant value can be found in the URL when working in your CMS

    • In this example, the {yourtenant} value would be training

      

  • Enable for Device Flow: Checked

  • Enable Authorization Code and Credential Flow: Checked

• Save your configuration in Salesforce

  • You will now work in your Korbyt Tenant

Korbyt Keychain Configuration for Modern Salesforce

For current Salesforce (2024 to present), you MUST establish a Credential Keychain. If you have a legacy Salesforce instance, you can skip directly to the Legacy Salesforce Element section.

• In your Korbyt CMS, open Settings (gear icon) and select the Keychain Tab

If you need to have Keychain enabled, contact Korbyt Support at Support@Korbyt.com

• On the Keychain tab, click Create Credential

  • If this is your first Keychain, you will also have to enable Keychains

    

• Select Salesforce from the Authentication Type drop-down

  

• Enter other credentials such as a friendly name, Client ID, Client Secret, and Instance URL

  

• Then click Sign in With Salesforce

To Create The Salesforce Element In a Korbyt Layout With Keychain:

• Drag and drop the Salesforce button element to the canvas

• Click on the wheel to edit the Salesforce element

  

• Click on the Down Arrow button in the upper left of the element container

  

• Check the box for Enable Keychain, then use the Dropdown to select the Salesforce Keychain you created earlier

  

  • You can then select specific Dashboards by entering the Dashboard ID

• Click Authenticate & Save

• You can use the down arrow to configure the refresh interval

  

• You can then resize the element to fit the area of the screen you need

  

• Continue working with your layout as normal; see Using The Builder Tool For Layouts Or Messages

Legacy Salesforce Element In a Korbyt Layout WITHOUT Keychain:

If your instance of Salesforce does not require a Keychain to be created, you can skip directly to configuring the Salesforce Element

• Drag and drop the Salesforce button element to the canvas

• Click on the wheel to edit the Salesforce element

  

• Click on the Down Arrow button in the upper left of the element container

  

• Here you will enter the credentials for your Salesforce instance

  

• Click Authenticate & Save

• You can use the down arrow to configure the refresh interval

  

• You can then resize the element to fit the area of the screen you need

  

• Continue working with your layout as normal; see Using The Builder Tool For Layouts Or Messages