Sage People

Please carefully read the following to make sure you fulfill all the requirements to set up the integration:

Log in to your salesforce account, and view the url of the site you are connected to:

Paste this URL into the connection flow:
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Go to Administration -> Users -> Users and click on "New User"

Next, fill in the basic contact information.

Set the Role to API user.

Click Save.

Assign the appropriate permission sets to the API user. See Sage’s API setup for guidance on permissions. The API user must have read access to all objects and fields, needed by the integration.

Log in to your salesforce instance, click the cog in the top right and select Setup:
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In the left sidebar, go to Platform tools -> Apps -> App Manager:
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Next, click on New Connected App:
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Fill in your details under Connected App Name, API Name and Contact Email and click on Enable OAuth Settings:

On the same page, select, Enable for Device Flow, and enter the Callback URL as:

https://login.salesforce.com/services/oauth2/success

Next, select the Manage user data via APIs (api):
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Make sure that the Manage user data via APIs (api) permission is part of Selected OAuth Scopes:
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Further below, select the following settings:
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Hit Save at the very bottom of the page:

Now go to Apps -> Connected Apps > Manage Connected Apps and click on Edit:
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Go to Client Credentials Flow and click on the Search icon:

Then, select the user you created earlier:
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Hit Save:
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Go back to the App Manager.

Find your app and click on View:
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Click on Manage Consumer Details:
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Copy the Consumer Key and Consumer Secret:
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Paste now the Consumer Key and Consumer Secret into the integration setup:
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And voila! 🎉Your integration between Sage People and Learningbank are now ready!

An integration always defaults to being disabled. Before enabling a new integration, we always recommend making sure all communication settings are disabled.

If you are unsure of anything, please reach out to us before enabling.