However this will only access data required for ADvendio features and the processes all have to be activated either by you or your system administrator, so ADvendio will not automatically modify all your data once your activated authorization.
Which data is accessed?
The ADvendio Gateway will only access Salesforce data that is required for its features. This mainly covers ADvendio objects such as Media Campaigns, Campaign Items or External Account IDs.
To authorize ADvendio is simple. In the message shown to you, there is a link: ‘authorize ADvendio’
Once you click that, a new window opens.
Click the blue allow button to finalize the process.
Now everything is done and you can start to use our integration features!
In some cases the authorization process might require you to log in again with your Salesforce Credentials, please do this in order to finish.
How to remove the authorization of ADvendio?
You can remove the authorization of ADvendio at any time, but this might require the support of a System Administrator, as access to the Salesforce Setup is needed.
To do this, go to Salesforce Setup and look for ‘Connected Apps OAuth Usage’
In the list of connected apps, look for the ADvendio app and click on the number in the User Count column:
On the following page, you see all Users that are currently using the ADvendio connections. Simply click the revoke button on the right, to remove a user from the list. This user then can not use the ADvendio Connect features anymore and needs to authorize ADvendio again.
This whole process does not require any specific setup.
But you might want to decide which users can access the ADvendio Connect features and automatically do the Authentication Process for these users, so that they are not required to go through these steps.
Good news, this is possible via the Salesforce Permission setting. To configure this, you need to do the following:
Change the ADvendio connected app settings
First of, go to the Salesforce Setup and look for the ‘Manage Connected Apps’ section.
Once there, you need to click the ‘Edit’ button next to the connected app called: ADvendio.
You will see a setup page. One of the options is labeled permitted users. Please change this setting to ‘Admin approved users are pre-authorized’
This now changed the ADvendio connection, so that users won’t authorize themselves, but the Admin chooses which users are authorized.
Assign ADvendio Connected App permissions
Next step is to assign access permissions to the required users for the ADvendio connected app. This can be done via Permission Sets or User Profiles.
As an example we show here, how it is done for permission sets.
When editing your permission set, open ‘Assigned Connected Apps’
Now you see a list of all Connected Apps. Select ADvendio and move it to the list on the right, so that it is enabled for the permission set.
Now continue to save the permission set and assign it to the users, which need to access ADvendio connect.
If you activate the Admin authorization as described above, some users might receive the following error message:
Connected Apps OAuth Usage
Something went wrong!
Error: OAUTH_APP_ACCESS_DENIED user is not admin approved to access this app. Please get in touch with your System Administrator for further support.
This means, that the user does not have the required permission to use the connected app ADvendio. Please check your Profile and Permission Set settings.