TradeGecko-Salesforce: Integration Setup Guide

This integration is available to customers on the Premium and Pro plans and above and who are subscribed to the Enterprise, Unlimited, Developer and Performance plans on Salesforce.

For configuration changes within Salesforce, we recommend having your Salesforce administrator walk you through those changes to avoid complications in other parts of your Salesforce account.

Here’s how you install the TradeGecko-Salesforce integration. To get started you first need to log into your Salesforce account and install the TradeGecko Connector.

Of the three options available, select Install for All Users and then click on “Install”.

The following popup will appear. Check the box to grant access to the TradeGecko API and select Continue.

After a few seconds you will be informed that your installation is complete.

Now we move on to the next part of the integration process.

Click on the Setup tab on the top right hand corner of your page.

On your Setup page, type the word 'sites' without hitting Enter, into the Search bar on the left hand side of the page. Note that just typing 'sites' will give you the option needed for sites. On the other hand, typing 'sites' followed by hitting Enter will get you no matches.

You will now need to register your Domain name. Read Salesforce’s instructions on registering this name before proceeding.

Once you register this name you will no longer be able to modify it.

Once you have selected your Force domain click on the button to register. The following popup will appear to remind you that you will not be able to change this domain name. Click OK.

Your domain has now been registered.

Next, Create a new site by clicking on the “New” button.

You will be directed to your Site Edit page. Scroll down and fill in the required fields marked in red. Use the information in the fields as shown in the screenshots below;

Click on Save. You will now come to your Site Details Page.

Click on the “Public Access Settings” and scroll down toward the bottom of the page.

You will see a field named Enabled Apex Class Access. Click on the field.

From the field marked Available Apex Class Access scroll down and drag the TradeGecko Webhook receiver into the field for Enabled Apex Classes.

Click on save.

You will now be able to see your site URL. Copy this site URL.

On the top right hand corner of your page, next to the tab named “Dashboards”, you will see a tab named “ (+)”. Click on it.

Scroll down to the bottom of the page and click on TradeGecko Config.

You will be redirected to the following page.

Paste your site URL into the field marked Webhook URL and and click Save Webhook URL. Following this, click on “Authorise Salesforce access to TradeGecko”.

The following popup should appear. Authorize the TradeGecko Salesforce connector.

You now see that your TradeGecko account is connected.

You can now sync your contacts with TradeGecko. Updates to contact information, made on either platform will be reflected on the other.

In order for your contact information to start syncing between the two accounts you will need to create a new account and edit that account page. Once you have done so, all accounts created on Salesforce after, will automatically be pushed to TradeGecko.

Once you have successfully set up this integration you will need to setup the right Field Level Security on your Salesforce account for the integration to work. 

Alternatively, find out how to create and sync accounts and contact data or learn how you can view order information for Orders created on TradeGecko, on your Salesforce account.

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