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Quick reference
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Step
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Content
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Tip
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1
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as system administrator: Link Salesforce to CleverReach via Oauth
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2
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as system administrator: provide CleverReach registration
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3
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Authentication for External Systems
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in each user's setup in Salesforce ("My settings" → "personal")
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4
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page layouts for campaign and campaign members; page layout for lead and contact; campaign searchlayout
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5
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optional (for Marketing User)
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6
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Create a CleverReach Account in Salesforce
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in the CleverReach-App (tab): registration/link with the CleverReach User
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7
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Default Values for Mandatory Fields
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in the CleverReach-App (tab)
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8
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Activated Clickjack Protection for Visualforce pages
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Provider type: OpenID Connect
Name: any
URL suffix: any
Consumer key: Client ID from the OAuth app (CleverReach Configuration, Step 3)
Consumer secret: Client Secret from the OAuth app
Authorization endpoint URL: https://rest.cleverreach.com/oauth/authorize.php
Token endpoint URL: https://rest.cleverreach.com/oauth/token.php
Send access token to in header: check
Other Fields: empty/not needed
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Go to Setup | Security | Named Credentials
Select New Legacy from the dropdown on the right side:
Create New Named Credential with following settings:
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Click Edit. You can now define a value that is always used in the required fields when the CleverReach app generates a lead in Salesforce and no content is delivered via CleverReach. If you do not create your own fields in Salesforce, you will only find the entries LastName and Company. You can find out how to create required fields themselves, in the Salesforce Manual.
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Clickjack Protection
For Classic currently an error message is shown if Clickjack protection is active when a page with added visualforce page in the page layout is shown.
Clickjack protection must be deactivated therefor (default configuration) Setup | Security Controls | Session Settings | Clickjack Protection:
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In this case, the authentication has to be renewed. To do this, the named credentials are edited: Setup | Settings | Security | Named Credentials (alternatively enter "named credentials" in the Quick Search). There you'll find the named credentials created in step Step 2 from the Salesforce Configuration .
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For the named credentials, click Edit. In the subsequent dialog, make sure that the check mark next to Start Authentication Flow on Save is set.
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