App Id & App Secret
Customers must provide their Truly App Id & App Secret to finalize the Truly Integration. Navigate to Administration > Integrations. The App Id & App Secret will be under Api Credentials
The Salesforce admin must complete the Salesforce oAuth via the Integrations page within the admin portal.
The admin that completes this oAuth must have access to all ExecVision Users' task records in their Salesforce instance and have no restrictions on which fields are visible to them on the task object.
User Ids are simply the 15-digit Salesforce Ids.
Custom metadata is available and can be set up by the customer within their Salesforce instance. Please email your Customer Success Manager if you are leveraging any custom Truly fields in Salesforce. We can map these custom fields to optimize your user experience.