Connect to Salesforce

Connecting to Salesforce requires two steps: Create a managed app and allow access.


Before you can connect to Salesforce, make sure you have the following:

  • A VOGSY subscription

  • A Salesforce subscription (Enterprise Edition or higher)

  • A VOGSY user with the Support Staff role

  • A Salesforce user with the System Administrator profile

  • Create the managed app

  • The first step is to create a managed app at

Create the managed app

The first step is to create a managed app at

  1. Log into and go to App Manager  New Connected App.

  2. In the Connected App Name field, enter Vogsy Salesforce Integration.

  3. In the API Name field, enter Vogsy_Salesforce_Integration.

  4. In the Contact Email field, enter your email address.

  5. Select the Enable OAuth Settings checkbox.

  6. In the Callback URL field, enter

  7. Add the following scopes to the Selected OAuth Scopes list box:

    • Access and manage your data (api)

    • Perform requests on your behalf at any time (refresh_token, offline_access)

    • Provide access to your data via the Web (web)

  8. Click Save.

Authorize VOGSY

The next and final step is to authorize VOGSY to connect to This provides VOGSY with an access token that allows VOGSY to access on the user’s behalf.

  1. Open the CRM setup section of the Setup assistant and click Connect an external CRM.

  2. Select Salesforce from the Select your CRM drop-down list and click Save.

  3. Click Authorize VOGSY for on the Connect VOGSY to Salesforce screen.

  4. Click Allow on the Allow Access? window.

  5. To verify that the connection succeeded, go to the back office and find the Third Party Integrations section.

  6. Click Salesforce settings. The VOGSY is connected to Salesforce status message should display on the Connect VOGSY to Salesforce screen.