Salesforce Integration

DarcyIQ integrates with Salesforce to link projects and work directly to your customer accounts, enabling seamless customer context and activity tracking.

Benefits

Benefit	Description
Customer Context	Automatically associate work with Salesforce accounts
Activity Tracking	Record key activities and insights directly to customer notes
Seamless Integration	Work naturally while DarcyIQ manages the Salesforce connection
Data Security	Minimal required permissions ensure security best practices

OAuth Authentication

DarcyIQ uses secure OAuth authentication to connect to your Salesforce account:

1. OAuth Authorization

   • Secure, industry-standard authentication

   • No need to share passwords with DarcyIQ

   • Granular permission control

2. Service Account Recommended

   • Create a dedicated Salesforce user for DarcyIQ

   • Configure appropriate access levels

   • Easier permission management and auditing

Access Requirements

Access Type	Level	Purpose
Account Data	Read-only	View customer information and context
Account Notes	Write	Update activity and insight tracking
Contacts	Read-only	Access customer contact information
Opportunities	Read-only	View related opportunities

Setup Steps

Step 1: Create Connected App in Salesforce

A Salesforce administrator must first create a Connected App to enable OAuth integration:

Need additional help? Follow Salesforce's official guide: Create a Connected App for detailed screenshots and explanations.

1

Navigate to Setup Log into Salesforce as an administrator and go to Setup

2

Access App Manager In the Quick Find box, type "App Manager" and select it

3

Create New Connected App Click "New Connected App" and configure the basic information:

• Connected App Name: DarcyIQ

• API Name: DarcyIQ (auto-populated)

• Contact Email: Your admin email address

• Description: DarcyIQ accelerates your sales and solution architecture team to deliver proposals to profit in minutes not weeks.

4

Configure OAuth Settings Under "API (Enable OAuth Settings)":

• ✅ Check "Enable OAuth Settings"

• Callback URL: Add these URLs:

  • https://api.darcyiq.com/api/oauth/callback

• Selected OAuth Scopes: Add these scopes:

  • "Manage user data via APIs (api)"

  • "Perform requests at any time (refresh_token, offline_access)"

5

Save and Note Credentials After saving, you'll receive:

• Consumer Key: Used by DarcyIQ for OAuth

• Consumer Secret: Keep secure for OAuth flow

Step 2: User Authorization

Once the Connected App is configured, individual users can authorize DarcyIQ:

1. Access DarcyIQ Integrations

   • Go to https://app.darcyiq.com/user-configuration#integrations

   • Select "Salesforce Integration"

2. OAuth Authorization

   • Click "Authorize with Salesforce"

   • Log into your Salesforce account when prompted

   • Review and approve the requested permissions:

     • Access your basic information

     • Manage your data via APIs

     • Perform requests at any time

   • Complete the OAuth authorization process

3. Verify Connection

   • Confirm successful authorization in DarcyIQ

   • Test the integration with a sample query

Automatic Account Association

Once configured, DarcyIQ will:

• Automatically detect customer context in your work

• Link activities to the correct Salesforce accounts

• Update account notes with relevant insights

• Maintain activity history for future reference

Security Best Practices

Connected App Security

1. Consumer Key Protection

   • Keep Consumer Key and Secret secure

   • Don't share credentials outside IT/Admin team

   • Regularly rotate Consumer Secret if needed

2. OAuth Scope Management

   • Grant only necessary OAuth scopes

   • Review scope requirements periodically

   • Remove unused permissions

3. User Access Control

   • Users authenticate with their own Salesforce credentials

   • No shared service accounts required

   • Individual permission control per user

Troubleshooting

Common Setup Issues

Issue	Cause	Solution
"Invalid Client" Error	Incorrect Consumer Key	Verify Consumer Key in Connected App
"Invalid Grant" Error	Wrong callback URL	Check callback URLs match exactly
"Insufficient Privileges"	User lacks permissions	Review user's Salesforce permissions
Authorization Fails	OAuth scopes missing	Add required scopes to Connected App

Connected App Issues

Issue	Solution
App not appearing	Wait 2-10 minutes after creating Connected App
Consumer Secret missing	Click "Click to reveal" in Connected App settings
Callback URL mismatch	Ensure both production and development URLs are added
Scope errors	Verify "api" and "refresh_token, offline_access" scopes are selected

User Authorization Issues

Issue	Solution
Login loop	Clear browser cache and cookies
Permission denied	Check user has necessary Salesforce object permissions
Token expired	User needs to re-authorize in DarcyIQ
Wrong Salesforce org	Ensure user logs into correct Salesforce instance