WebService API with Salesforce Flows

Steps to get this working on the Salesforce Side:

• Create a User whose credentials will be given to CCaaS (a user that is only used for CCaaS integrations)
  • Set the User License as "Salesforce Integration"
  • Set the Profile as "Salesforce API Only System Integrations"
  • Check the "Flow User" checkbox
• Create a new Connected App
  • Enable OAuth Settings
  • Enable for Device Flow
  • Enable the appropriate OAuth Scopes (I set it to Full Access for testing)
  • Enable Token Exchange Flow
  • Set the OAuth Policy of "Permitted Users" to "All users may self-authorize"
  • Set the OAuth Policy of "IP Relaxation" to "Relax IP restrictions"
• Create whatever flow you want to send data into
  • Make sure the flow gives the right access
  • Make the variables 'available for input'

Steps to get this working on the CCaaS or Chronicall Side:

• Create a new WebService Profile under WebService Integration in the desktop app

• The Target URL will be the URL for the Flow in Salesforce
  As an example:
  https:// myproductionorg.my.salesforce.com/services/data/v59.0/actions/custom/flow/API_Name_Of_My_Flow
• Set the HTTP Method as POST
• Set the triggering call criteria and triggering event as needed
• Set whatever parameters you want to under ‘Salesforce Parameters’, with the Parameter Names corresponding to the variables in the Salesforce Flow
• Add 4 Salesforce Auth rows with the following names and values (the names must be typed exactly as listed for it to work):
  • username
    • value is the username set up in Salesforce
  • password
    • value is the password for that user
  • clientId
    • value is the Consumer Key for the connected app in Salesforce
  • clientSecret
    • value is the Consumer Secret for the connected app in Salesforce

Once those 2 things are set up, when the Triggering Criteria are met on the Triggering Event, the Salesforce Parameters will be sent into the flow specified in the Target URL.