Databook

This document contains instructions for granting Databook C4S permissions to read data from Salesforce CRM. The document describes integration using OAuth 2.0 Client-Credentials Flow.

Microsoft Copilot for Sales provides Databook C4S (Copilot Extension) with identifiers such as AccountId and OpportunityId. It’s up to the extension itself to resolve ids into actual objects with these requirements:

1. Given AccountId <code>001ao00000eQZxaAAG</code> return AccountName <code>Oracle</code>.
2. AccountId -&gt; AccountName.

1. Given OpportunityId <code>006ao000004JaOr</code> return AccountName <code>Oracle</code> .
2. OpportunityId -&gt; AccountId -&gt; AccountName.

1. Resolve AccountId to Account Name.
   1. Given AccountId <code>001ao00000eQZxaAAG</code> return AccountName <code>Oracle</code>.
   2. AccountId -&gt; AccountName.
2. Resolve OpportunityId to Account Name.
   1. Given OpportunityId <code>006ao000004JaOr</code> return AccountName <code>Oracle</code> .
   2. OpportunityId -&gt; AccountId -&gt; AccountName.

Databook C4S relies on the <a href="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm" target="_blank" rel="nofollow noopener noreferrer">Salesforce REST API</a> for integration. It uses the <a href="https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">OAuth 2.0 Client Credentials Flow for Server-to-Server Integration</a> as its means for authentication and authorization into Salesforce.

- Salesforce Environment
- Salesforce Administrator / System Admin
- Copilot for Sales (Premium license)

Navigate to the Home page in Salesforce Sales.

Under Administration Setup → Manage Users, click on Users.

Click on New to start creating a new User.

Complete Basic User Setup, pay attention to set User License as <code>Salesforce Integration</code>.

1. Navigate to the Home page in Salesforce Sales.
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2. Visit the Setup page.
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3. Under Administration Setup → Manage Users, click on Users.
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4. Click on New to start creating a new User.
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5. Complete Basic User Setup, pay attention to set User License as <code>Salesforce Integration</code>.
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B. Configuring Integration User Permissions

From the All Users list (A.4), click on the newly created User name.

Configure License Assignments for the new User.

Tick the <code>Salesforce API Integration</code> Permission Set License and hit save.

Under Administration Setup → Manage Users, click Permission Sets.

Click New to start creating a new Permission Set.

Under Administration Setup → Manage Users, click on Users (A.3).

Click on our previously created User (A.4).

Click on Edit Permission Set Assignments.

1. From the All Users list (A.4), click on the newly created User name.
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2. Configure License Assignments for the new User.
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3. Tick the <code>Salesforce API Integration</code> Permission Set License and hit save.
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4. Under Administration Setup → Manage Users, click Permission Sets.
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5. Click New to start creating a new Permission Set.
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6. Give the permission set a name.
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7. Go to Object Settings.
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8. Click on Accounts.
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9. Click edit for the Accounts object
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10. Grant Access to read accounts by id
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11. Go to Opportunities.
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12. Click on Edit
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13. Grant read access to Opportunity by Id
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14. Under Administration Setup → Manage Users, click on Users (A.3).
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15. Click on our previously created User (A.4).
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16. Click on Edit Permission Set Assignments.
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17. Grant the newly created permission set
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Go to App Setup → Create, click on Apps.

Click New under Connected Apps to begin creation.

Under the Connected Apps list, click into the newly created app.

Take note of the Consumer Key and Consumer Secret

1. Go to App Setup → Create, click on Apps.
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2. Click New under Connected Apps to begin creation.
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3. Fill out basic information
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4. Configure OAuth
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5. Save the Connected App
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6. Under the Connected Apps list, click into the newly created app.
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7. Click Manage Consumer Details
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8. Take note of the Consumer Key and Consumer Secret
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Securely share your Consumer Key and Consumer Secret with Databook.

1. Securely share your Consumer Key and Consumer Secret with Databook.

<a href="https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&amp;type=5</a>

<a href="https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&amp;type=5</a>

<a href="https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&amp;type=5</a>

<a href="https://help.salesforce.com/s/articleView?id=sf.perm_sets_objects_and_fields.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.perm_sets_objects_and_fields.htm&amp;type=5</a>

<a href="https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user" target="_blank" rel="nofollow noopener noreferrer">https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user</a>

- <a href="https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_client_credentials_flow.htm&amp;type=5</a>
- <a href="https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&amp;type=5</a>
- <a href="https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&amp;type=5</a>
- <a href="https://help.salesforce.com/s/articleView?id=sf.perm_sets_objects_and_fields.htm&amp;type=5" target="_blank" rel="nofollow noopener noreferrer">https://help.salesforce.com/s/articleView?id=sf.perm_sets_objects_and_fields.htm&amp;type=5</a>
- <a href="https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user" target="_blank" rel="nofollow noopener noreferrer">https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user</a>

Content

Background

Prerequisites

Installation

A. Creating an integration User

B. Configuring Integration User Permissions

C. Creating Connected App

D. Contact Databook

Supporting documentation