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The Salesforce integration enables powerful connectivity between allGood and the world’s leading CRM platform. This integration provides seamless synchronization of leads, opportunities, accounts, and custom objects to create a unified sales and customer management experience. Leverage Salesforce’s comprehensive CRM capabilities within allGood to streamline your sales processes, automate workflows, and maintain consistent customer data across your organization.

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Prerequisites

Before setting up the Salesforce integration with Mary, ensure you have:
  • Salesforce Account with Enterprise access or API quota purchased
  • Admin access to your Salesforce instance to create users and profiles
  • Access to email for the dedicated Salesforce user account verification
  • allGood account with integration permissions

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IT Coordination Guide

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Security & Account Setup Requirements

  • Create a dedicated Salesforce user account with appropriate profile permissions
  • User needs View All Data permissions for objects that Mary should access
  • Use a monitored email address for the service account (not personal email)
  • Store credentials securely according to company policy

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Step-by-Step Setup

1

Create allGood Profile in Salesforce

  1. Log in to Salesforce with an admin account
  2. Click the gear icon (top right) → Setup
  3. In left navigation: Administration → Users → Profiles
  4. Click New Profile
  5. Set Existing Profile to Read only
  6. Set Profile Name to allGood User
  7. Click Save
2

Configure Profile Permissions

  1. On the Profiles page, click Edit next to your new profile
  2. Scroll to Standard Object Permissions and Custom Object Permissions
  3. Enable View All Data permissions for objects Mary should access. At the minumum, enable full read access for User, and full read-write access for Account, Lead, Contact, Opportunity, and Campaign.
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  4. Scroll to top and click Save
3

Create Dedicated User Account

  1. In left navigation: Administration → Users → Users
  2. Click New User
  3. Fill required fields:
    • License: Select Salesforce
    • Profile: Select allGood User
    • Email: Use accessible team email address that somehow indicates “allGood”
    • Make sure the Marketing User box is checked.
  4. Click Save
  5. Copy the Username and store it securely
4

Verify User Account

  1. Check the email inbox used for the new user
  2. Open the Salesforce verification email
  3. Follow the verification link and set a password
  4. Store the password securely.
5

Connect Integration in allGood

  1. Log into allGood and navigate to Settings → Integrations. Click Install next to “Salesforce”.
    allGood integrations page
  2. Select the right SFDC environment (either production/live, sandbox, or a custom instance login URL)
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  3. Click Connect to Salesforce .
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  4. Sign in using the allGood user credentials created above
  5. Verify the integration shows as Active on your integrations page

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Verification & Testing

If Salesforce shows “Active” status in allGood integrations, Mary was able to connect successfully.

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Frequently Asked Questions

The integration works with Professional, Enterprise, and Unlimited editions. Developer and Essentials editions have limited API access.
The integration user needs “View All Data” permissions for objects you want to sync, plus API access permissions.
The integration supports standard objects like Leads, Contacts, Accounts, Opportunities, and Cases, plus custom objects.
Custom fields are fully supported and can be mapped between Salesforce and allGood according to your requirements.

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Troubleshooting

Common causes include:
  • Incorrect credentials
  • IP restrictions
  • Security token issues
  • Expired passwords
Salesforce has daily API limits. The integration includes smart batching and scheduling to optimize API usage.
  • Review this page for setup steps and common issues
  • Contact our support team for technical assistance