This article provides instructions for connecting your Salesforce to the Expel Workbench.
Tip
This article was accurate at the time of writing, but changes happen. If you find the instructions are outdated, leave a description in the comment field below and let us know!
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Salesforce Shield or Real-Time Event Monitoring is required.
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Find your Salesforce domain. Save this information for later use.
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Make sure Real-Time Event Monitoring streams are enabled for all available event objects. Click this link for more information about real-time event monitoring.
Step 1: Create Profile for access control
Salesforce uses profiles to manage user access to data, so the first step is to create a profile for Expel.
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In Salesforce, navigate to Profiles.
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Clone the Read Only profile and name it Expel.
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Name the cloned profile Expel and click Save.
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Verify that API Enabled is selected under Administrative Permissions.
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Enable Customize Application Permissions under Administrative Permissions. This is required to enable Logout Events.
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Enable View Real-Time Event Monitoring Data under General User Permissions.
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Click Save Profile.
Step 2: Create Expel user
Now that the Expel profile is created, the next step is to create a user with that profile.
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Navigate to Users.
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Click New User.
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Type in the required information:
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For Last Name type ExpelAPI.
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For Alias type expelapi.
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For Email: soc+<Your_Organization_Name>@expel.io.
Tip
Yes, the "+" sign is part of the email address, and it's important. Click here to find out why.
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For Username and Nickname use the Salesforce default entries.
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For Role select any role.
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For User License select Salesforce.
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For Profile select Expel.
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Reset Password for the user.
Note
The new password is sent to the email address for the Expel Salesforce User.
Step 3: Get security token
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From your personal settings, type reset in the Quick Find text box, and then select Reset My Security Token.
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Click Reset Security Token.
Note
The new security token is sent to the email address for the Expel Salesforce User.
Step 4: Create connected app
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Login to Salesforce with the same user credentials that you want to collect data in your Salesforce deployment.
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From Setup, type
App Manager
in the Quick Find text box, then select App Manager. -
Click New Connected App.
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Type the connected app name (Expel), which appears in the App Manager and on its App Launcher tile.
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Type the API name.
Tip
The default is a version of the name without spaces. Only letters, numbers, and underscores are allowed. If the original app name contains any other characters, edit the default name.
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Type your contact email for Salesforce.
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In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.
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Select Enable for Device Flow.
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Select the following OAuth scopes to apply to the connected app:
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Manage user data via APIs (api)
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Note
It can take about 10 minutes for the changes to take effect.
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Retrieve the Consumer Key and Consumer Secret from the app page.
Note
Save this info for later use.
Step 5. Connect your technology to Workbench
Now that you gathered all the required information, you're ready to add your technology to the Expel Workbench.
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In a new browser tab, log into https://workbench.expel.io.
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On the console page, navigate to Settings and click Security Devices.
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At the top of the page, click + Add Security Device.
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Type in the required information:
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For Name create a name.
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For Location type the physical location of your Salesforce domain.
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For Salesforce domain type your Salesforce domain info from Before You Begin.
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For Client ID type the Connected App’s Consumer Key.
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For Client secret, type the Connected App’s Consumer Secret.
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For Username type the Expel user’s username.
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For Password type the Expel user’s password.
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For Security token, type the Expel user’s security token.
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