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How to connect Salesforce with Qooper?

Overview

Connecting Salesforce to Qooper is as easy as 1-2-3: Once your integration user is set up and the connection is configured,  your contact and account data begins syncing automatically. With accurate Salesforce data flowing into Qooper, you’re ready to launch mentoring, learning, and development programs with the right people at the right time.


Benefits of Integrating Salesforce with Qooper

  • Automated Data Sync: Employee, contact, and account attributes such as name, email, job title, manager, role, department, status, and custom fields sync automatically from Salesforce to Qooper on a Daily or Weekly schedule.
  • Streamlined Onboarding: New Users or Contacts created in Salesforce are automatically created in Qooper, reducing manual entry and ensuring new hires start with immediate access to mentoring and learning programs.
  • Zero-touch Termination / Deactivation: When a user is deactivated or removed from Salesforce, their Qooper account updates accordingly.
  • Security and Compliance: The integration uses Salesforce's secure REST API, OAuth 2.0 or JWT authentication, and encryption to protect your data.

To start taking advantage of these benefits, the first step is to create a dedicated Salesforce Integration User in Salesforce.

(1) Create a Salesforce Integration User 👤

Before connecting to Qooper, you need a dedicated Salesforce Integration User (service account).

Using an integration user ensures:

  • Integration actions are logged under a designated account
  • Employee lifecycle changes won’t break the integration
  • Access is secure and limited to what the integration needs

(1a) Create Your Salesforce Integration User

  1. Go to Setup > Users > Users
  2. Click New User
  3. Enter a unique Username and Email
  4. Assign a Profile with API Enabled
  5. Set a secure password
  6. Save the user
  7. Log in as the user once to complete the setup

(1b) Assign Required Permissions

Enable all required permissions for API authentication and record access.

At minimum, ensure the following required permissions:

  • API Enabled
  • Read / View All (for objects you want synced)
  • Modify All (optional but recommended for automation consistency)
  • Access to Contacts, Accounts (and any other relevant objects)
Then:
  1. Confirm object-level access for all fields you plan to sync
  2. Confirm field-level security visibility
  3. (Optional) Add additional permission sets as needed

(2) Connect with Your Credentials 🔑

After creating your Salesforce Integration User:

  1. Log in to Qooper Platform
  2. Click your name/profile picture in the left navigation bar
  3. Select Integrations
  4. Open the Salesforce integration tile
  5. Configure the following settings:

Connection Settings

Sandbox

  • Select Yes if connecting to a Salesforce Sandbox environment
  • Select No if connecting to Production

Organization / Community Custom Domain URL

  • Enter your Salesforce custom domain URL
    •  (Please ensure you're using the Salesforce Classic URL format, eg. domain.my.salesforce.com) 

Requested Permissions (OAuth Scopes)

  • Minimum permissions required are basic info, manage data and make requests at any time; those are always requested in addition to selected permissions.
  • Your Salesforce environment should expose the fields you want synced into Qooper (Contact ID, Name, Email, Account, Manager, Status, etc.)
  1. Click Connect
  2. Sign in to Salesforce when prompted
  3. Review and approve the requested permissions

A setup walkthrough video is also available to guide you through these steps:

 

(3) Qooper Team Will Complete the Integration

The Qooper team will:

  • Validate and test the Salesforce connection
  • Map Salesforce fields (Contact ID, Role, Department, Manager, etc.)
  • Perform data validation and test syncs
  • Activate your Daily/Weekly automated sync schedule

Done 🎉

Your Salesforce connection is successfully established. The Qooper team is now working on the integration to ensure all data is fully synced and ready for mentoring, learning, and development programs. All configuration is handled by Qooper to provide a fully integrated, low-effort experience.