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Jungo runs on Salesforce and uses Salesforce OAuth for this connection. There is no consumer key, consumer secret, security token, or authorization code for you to create or copy. Before you start, make sure your Salesforce user can access the Jungo records you want to sync and has Salesforce API access.

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Let’s connect your account

1

Confirm the Jungo Salesforce organization

Sign in to the Salesforce production organization or sandbox that contains your Jungo data. Confirm that the user can access the Jungo records that should be available to the integration.
2

Choose the Salesforce environment

In the product you are connecting, choose Jungo. Under Select your Salesforce Environment, select:
  • Prod for your normal Jungo organization.
  • Sandbox for a Salesforce sandbox.
The Jungo Salesforce environment menu open with Sandbox and Prod visible
3

Sign in to Salesforce

Select Connect Account. On the Salesforce page, sign in with the user for the Jungo organization you want to connect and complete Salesforce verification if prompted.The Salesforce sign-in screen used to authorize a Jungo connection
If the wrong Salesforce organization or user appears, cancel and restart the connection.
4

Allow Rollout to access Salesforce

On the Allow Access? page, review the permissions requested by Rollout, then select Allow.The Salesforce Allow Access page for Rollout with the Allow button visible
5

Return and confirm the connection

Return to the original product tab. Your Jungo account and Salesforce organization should appear as connected.
A connected Jungo account in the Rollout connection window
Mobile close-up confirming the connected Jungo account
You do not need to create a Salesforce External Client App or copy client credentials.

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Salesforce authorization reference

Salesforce app access requests

Review Salesforce’s official authorization instructions

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If the connection does not finish

Ask your Salesforce administrator to confirm that your edition, profile, and permission sets allow API access.
Allow pop-ups for the product you are connecting, then select Connect Account again.