Nextiva NEXT - Salesforce Setup Guide

Overview

Use this guide to install and connect Salesforce from the NEXT Marketplace.

The integration uses Salesforce OAuth 2.0 through a Connected App. During installation, you will:

• Configure a redirect URL in Salesforce

• Enter your Salesforce domain

• Provide your Consumer Key and Consumer Secret

• Sign in to authorize the connection

Before You Begin

Ensure the following:

• You have Salesforce Administrator access (Production and/or Sandbox).

• You have permission to create or edit a Connected App.

• You have NEXT Marketplace install permissions.

• You are using a dedicated Salesforce integration user.

Important:
The Connected App must be created in the same Salesforce environment (Production or Sandbox) you plan to connect.

Install Salesforce in NEXT

Step 1: Open the App in Marketplace

1. Navigate to Marketplace.

2. Select Salesforce.

3. Select Install.

1. Accept the Terms and Privacy Policy.

2. Select Next.

Step 2: Select Environment

On the Connect your account screen:

1. Select the appropriate environment:

   • Production

   • Sandbox

Important:
The environment selection must match the Salesforce org where your Connected App was created.

Configure Redirect URL in Salesforce

Before continuing, configure the redirect URL.

1. Select Copy redirect URL.

2. Log in to Salesforce.

3. Navigate to:
   Setup → App Manager → Your Connected App → Edit

4. Enable OAuth Settings.

5. Paste the redirect URL into Callback URL.

6. Save the Connected App.

Warning:
If the redirect URL does not match exactly, OAuth authorization will fail.

Step 3: Enter Connection Details

On the Connection Details section, complete the following fields.

Salesforce domain

Enter your Salesforce base URL.

Examples:

Production:

    https://acme.my.salesforce.com

Sandbox:

    https://acme--sandbox.sandbox.my.salesforce.com

Consumer key

Enter the Consumer Key from your Salesforce Connected App.

To find it:

1. In Salesforce, go to:
   Setup → Apps → External Client App Manager

2. Select your Connected App.

3. Copy the Consumer Key.

Consumer Secret

Enter the Consumer Secret from your Connected App.

Warning:
The Consumer Secret may only be displayed once. Store it securely.

Connect

After entering the required fields:

1. Select Connect.

2. Select Next.

Step 4: Sign In to Salesforce

You will be redirected to Salesforce.

1. Log in (if prompted).

2. Review the requested permissions.

3. Select Allow.

You will be redirected back to NEXT.

Installation Complete

If successful, you will see:

Installation Complete

The summary will display enabled capabilities.

Select:

• Done to exit, or

• Manage apps to review the integration.

Verify the Connection

After installation:

1. Navigate to Manage Apps → Salesforce.

2. Confirm the status shows Active.

3. Create a test case or contact in NEXT.

4. Confirm it appears in Salesforce.

Troubleshooting

Redirect URL Error

• Confirm the callback URL in Salesforce matches the value provided by NEXT exactly.

• Remove trailing slashes or extra characters if present.

Invalid Consumer Secret

• Verify the secret was copied correctly.

• Regenerate a new secret if necessary.

• Update the credentials in NEXT.

Authorization Failed

• Confirm OAuth scopes are enabled:

  • Access and manage your data (api)

  • Perform requests on your behalf at any time (refresh_token, offline_access)

• Ensure admin approval policies allow the app.

Records Not Syncing

• Confirm the integration user has object-level permissions.

• Verify the correct environment was selected.

• Reauthorize the connection if prompted.