The initial Salesforce integration allows you to periodically updates your contacts and leads in Toky, with this package we are going to synchronize your contacts and leads on trigger events.

Before you start:

  •  The user that is creating the integration must be a Salesforce admin or must have API access rights
  • The user that is creating the integration must be a Toky admin.
  •  The user should follow the steps for the creation of tasks for contacts and leads either in Salesforce Classic or Salesforce Lightning 
  • Make sure your current API version is at least 41.0
  • Go to the Toky dashboard and click on your profile on the top right corner, once the menu pops up if you are and administrator you will see an option to reveal your API key. Click on it and copy your API Key we will use it later

  • Click on the package installation link and install for all users

Following steps are for Salesforce Classic

  • If you are  in the Classic interface go to setup on the top right corner
  • Once on the setup page click on the quick find box and type Named Credentials
  • There Click on edit in the credential named tokyCredentials
  • Change the password to your API key that we previously copied and finally click save

Follow the Steps for Salesforce Lightning

  • Click on the Gear icon and then click on Setup on the pop up menu
  • Once on the setup page click on the quick find box and type named credentials
  • There Click on edit in the credential named tokyCredentials
  • Change the password to your API key that we previously copied and finally click save

Now the real-time synchronization between Toky and your Salesforce instance is ready.

If you have questions or need help getting the integration set up, send us an email at support@toky.co

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