Salesloft – Setup

Introduction

This guide explains how to obtain authentication details from Salesloft, as well as how to install a Salesloft Connector.

Setup & Authentication

Overview

The Cyclr Salesloft Connector uses the OAuth 2.0 Client Authorization Code flow to authenticate.

When creating an app for Cyclr to connect through within Salesloft, you should decide whether it should be “public” or for a “private” team. If it’s public then the app’s Application ID (Client ID) and Secret (Client Secret) values can be stored against the Salesloft Connector entry within your Cyclr Console so they’re always used when installing Salesloft Connectors. If it’s private – so only used by a particular customer – you should leave those Console-level values blank so that Cyclr requests them from the user each time a Salesloft Connector is installed.

Cyclr takes care of calling Salesloft’s authorization endpoint, obtaining consent from the customer, and then the Access and Refresh Tokens as part of installing a Salesloft Connector.

See Salesloft’s own documentation on creating an app for more details.

Note: This guide assumes you will be creating a “public” app.

Cyclr Partner setup

  • Create an app within your Salesloft developer account.
  • Store the app’s Client ID and Secret in your Cyclr Partner Console.

Create an app within your Salesloft developer account

  • Login to Salesloft.
  • Select “Create App” and follow the instructions in Salesloft’s documentation.
  • For the “Redirect URL”, specify your Cyclr Partner Console’s Callback URL.
  • Having created the app, note the Application ID (Client ID) and Secret (Client Secret) values as they’ll be needed within Cyclr.

Store the app’s Client ID and Secret in your Cyclr Partner Console

Having created an app within Salesloft to obtain a Client ID and a Client Secret, go into your Cyclr Partner Console:

  1. Go to Connectors > Application Connector Library.
  2. Use the search box to locate the Salesloft Connector entry.
  3. Select the Pencil button.
  4. Select the Settings tab.
  5. Enter the following values:
PropertyDescription
Client IDThe Application ID/Client ID from your Salesloft app.
Client SecretThe Secret/Client Secret from your Salesloft app.
  1. Select Save Changes.

Cyclr Connector Installation

When installing a Salesloft Connector, the user will only be asked to provide consent.