Best practice
For the integration with Oomnitza, create a dedicated user account.
Salesloft uses OAuth authentication and requires your Salesloft Client ID, Secret, and Scopes to be added to Oomnitza.
Client ID and Secret
You can create apps using https://accounts.salesloft.com/oauth/applications. You will receive a client ID and secret which are used when issuing requests.
Information
If prompted, you can supply the following redirect URL when creating the application https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url
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For further information, refer to Salesloft API Documentation
Adding your Salesloft credentials to Oomnitza
- In Oomnitza, click Configuration > Security > Credentials.
- Click Add new credential (+).
- Search for the integration, and then click the forward arrow > to select the integration.
- Enter your client credentials and any other additional information.
- Click Authenticate. You are prompted to log in to authorize your request.
- Click CREATE.
- Add the information details.
- Click the AUTHORIZATION tab.
- Ensure that OAuth 2.0 is selected as the Authorization type.
- Ensure that Salesloft is selected from the SaaS list.
- Enter your Salesloft Client ID, Secret, and a space-separated list of scopes.
- Click Authenticate and follow the prompts to enable access to the application.
- Click CREATE.
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