Configuring the YakChat Integration with Salesforce

Configuring the YakChat Integration with Salesforce

This guide explains how to integrate Salesforce with YakChat so your team can access Salesforce contacts within YakChat and log message activity back to Salesforce automatically.




Prerequisites

Before starting, ensure you have:

  1. A Salesforce tenant (Production, Sandbox, or Developer Edition).
  2. System Administrator access in Salesforce.
  3. Admin access to the YakChat Admin Portal.
  4. An active YAkChat plan that supports Salesforce integration.

YakChat requires Salesforce API access to connect and sync data.

  1. Enterprise Edition - API access enabled by default.
  2. Performance Edition - API access enabled by default.
  3. Unlimited Edition - API access enabled by default.
  4. Developer Edition - API access enabled by default.
  5. Professional Edition -API access is not enabled by default and must be purchased as an add-on.

        If your Salesforce org does not have API access enabled, the YakChat integration will not be able to authenticate or sync data.


Configuring the YakChat Integration

Follow these steps to set up the Salesforce integration for YakChat.

Step 1: Create an external client app in Salesforce

  1. Sign in to Salesforce as a system administrator.
  2. Go to the Setup page.
  3. Search for App Manager and select External Client App Manager.
  4. Click New to create an external client app.
  5. Enter a clear name (e.g., YakChat Integration).
  6. Add a contact email for notifications and support.
  7. Keep the Distribution State set to Local.
  8. Under API, enable OAuth.
  9. Set the Callback URL to https://yakchat.com
  10. For OAuth Scopes, select Manage user data via APIs.
  11. Enable the Client Credentials Flow.
  12. Click Create to finish.

Step 2: Adjust app policies in Salesforce

  1. Edit the newly created app.
  2. Set Start Page to None.
  3. Under Permitted Users, allow All users can self-authorize.
  4. Confirm that the Client Credentials Flow is enabled.
  5. For Run As User, select a Salesforce user with access to organization-wide contacts.
  6. Save your changes.

This user specifies which Salesforce data YakChat can access.

Step 3: Capture Salesforce credentials

  1. In the app's OAuth settings, copy the Consumer Key and Consumer Secret.
  2. Locate and copy your Salesforce instance URL.

Step 4: Configure Salesforce integration in YakChat

  1. Sign in to the YakChat Admin Portal as an admin.
  2. Navigate to Integrations, select Salesforce, and click Add.
  3. Paste your Client ID, Client Secret, and Salesforce instance URL.

Step 5: Enable Salesforce features in YakChat

  1. Go to Plans and open your plan settings.
  2. Enable Salesforce Contacts to view Salesforce contacts in YakChat.
  3. Enable Salesforce Activity Creation to log a Salesforce task for every message.

These features allow your team to leverage Salesforce data and track message history effortlessly.

Step 6: Files Sent in YakChat

  1. Go back to the Setup page in Salesforce.
  2. Navigate to Object Manager and select Task.
  3. Open the Page Layout tab.
  4. Edit the page layout.
  5. Remove the Attachments related list.
  6. Add the Files related list.

Now files sent in YakChat will be available under the Related Lists section in Salesforce contacts.


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