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 your Salesforce API access is shared with us, 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)

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 integration user, provide the following Salesforce credentials to the Qooper team via email so we can complete your integration:

• Salesforce Username
  
• Salesforce Password
  
• Security Token (If applicable)
  
• Salesforce Instance / API URL
  
• Connected App Info (if using OAuth/JWT)

• • Client ID
  • Client Secret
  • JWT Certificate (if applicable)

Your Salesforce environment should expose the fields you want synced into Qooper (Contact ID, Name, Email, Account, Manager, Status, etc.)

(3) Qooper Team Will Complete the Integration

The Qooper team will:

• Connect to your Salesforce environment using OAuth 2.0 or JWT
• 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.