Salesforce integration is currently only provided on the Waitwhile Enterprise plan.
Waitwhile's CRM integration with Waitwhile offers some very powerful capabilities:
This guide will walk you through the necessary steps to integrate Waitwhile with your Salesforce instance.
Overview of setup
The setup consists of four steps:
Create a connected app
Create an integration user
Create a permission set
Share info with Waitwhile to apply configuration
To complete the setup, you will require a certificate file from Waitwhile. Please reach out to Waitwhile support, and they will provide you with the necessary certificate file separately.
Note: These instructions assume that you are using the Salesforce Classic UI. If you are not in the Classic UI, you can switch by clicking on your profile and selecting "Switch to Salesforce Classic."
1) Create the connected app
In Salesforce, go to “Setup”
Go to “Build > Create > Apps” in the left-hand navigation
Under “Connected Apps”, click “New”
Fill in the following:
Connected App Name: Waitwhile Integration
API Name: Waitwhile_Integration
Contact Email: support@waitwhile.comCheck “Enable OAuth Settings”
Fill in the following:
Callback URL: https://api.waitwhile.com/v2/oauth/callbackCheck “Use digital signatures”
Upload the certificate provided by Waitwhile by using “Choose file”
Add the following scopes to “Selected OAuth Scopes”:
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)Leave the other settings with default values. Verify that your configuration looks similar to this:
Click “Save”
Go to “Build > Create > Apps” in the left-hand navigation
Under “Connected Apps”, click on “Waitwhile Integration”
Click on “Manage Consumer Details”
Save the value of the “Consumer Key”. You will need to share this value with Waitwhile. Do not share the value of the “Consumer Secret”; It is not needed.
Go to “Administer > Manage Apps > Connected Apps” in the left-hand navigation
Find “Waitwhile Integration” and click “Edit”
Under “OAuth Policies”, set “Permitted Users” to Admin approved users are pre-authorized
Click “Save”
2) Create an integration user
Go to “Administer > Manage Users > Users” in the left-hand navigation
Click “New User”
Fill in the following:
Last Name: Waitwhile
Alias: WW
Email: waitwhile@<organization>.<domain> (e.g. waitwhile@example.com)
Username: waitwhile@<organization>.<domain> (e.g. waitwhile@example.com)
Nickname: Automatically filled out by Salesforce
User License: Salesforce Platform
Profile: Standard Platform User
Save the username. You will need to share this value with Waitwhile.Click “Save”
3) Create a permission set
Go to “Administer > Manage Users > Permission Sets” in the left-hand navigation
Click “New”
Fill in the following:
Label: Waitwhile Integration
API Name: Waitwhile_IntegrationClick “Save”
You should see an overview of the permission set. Click “Assigned Connected Apps”.
Under “Assigned Connected Apps”, click “Edit”
Add “Waitwhile Integration” to “Enabled Connected Apps”
Click “Save”
Click “Manage Assignments”
Click “Add Assignment”
Select the Waitwhile integration user and click “Next”
Click “Assign”
Note: The above user profile and permission set are a simple suggestion to get started quickly. You can manage the permissions in line with your policy. Preferably the user should be as restricted as possible and only have access to the data you intend to display in Waitwhile.
4. Share info with Waitwhile to apply configuration
Go to “Administer > Domain Management > My Domain” in the left-hand navigation
Save the value of “Current My Domain URL”. You will need to share this value with Waitwhile.
Go to “Build > Develop > API” in the left-hand navigation
Under “Enterprise WSDL”, click “Generate Enterprise WSDL”
At the top of the generated file, you should see a line similar to “Salesforce.com Enterprise Web Services API Version 59.0”. Save the API version number. You will need to share this value with Waitwhile.
Share the following information with your Waitwhile account manager or partner:
Connected App Consumer Key
Integration User Username
Current My Domain URL
API Version Number
Waitwhile will create the necessary configuration to set up the connection!