Give your Salesforce Users insight into the powerful data you report on in ChurnZero.  Add your brief to Salesforce as a Canvas App to display this information to anyone with a Salesforce license

Creating the Connected App

First, navigate to the ChurnZero Admin space and go to CS AI Configuration. You will see a Sharing tab at the top. On this tab, set "Enable Brief in Salesforce" to YES. Here you will be provided with two URLs you will need to enter in Salesforce in the next step. 

• Callback URL 
• Canvas App URL

To get started, build the Connected App in Salesforce. To do this, go to Setup>Build>Create>Apps (For Salesforce Classic)

Then scroll down and click "New" from the Connected Apps Section

If you are using Salesforce Lightning, Navigate to Settings>Apps>App Manager. Then Click "New Connected App"

In your New Connected App, use these settings below for the Configuration:

• Basic Information
  • Connected App Name(must be unique): This can be anything, but we recommend CS AI Brief
  • Contact Email: support@churnzero.net​
• API (Enable OAuth Settings)
  • ​Enable OAuth Settings: YES
  • Enable for Device Flow: NO (default)
  • Callback Url: This can be found on the CS AI Configuration -> Brief Sharing tab from above
  • Use digital signatures:​ NO (default)
  • ​Selected OAuth Scopes:
    • Manage User data via APIs (api)
    • Manage User data via Web Browsers (web)
    • Perform requests at any time (refresh_token, offline_access)
  • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows: NO​​​
  • ​​​Require Secret for Web Server Flow: YES
  • Include ID Token: NO (default)
  • Enable Asset Tokens: NO (default)
• Web App Settings
  • All blank
• Custom Connected App Handler:
  • All blank
• Mobile App Settings
  • All blank
• ​Canvas App Settings
  • Canvas: YES
  • Canvas App URL: This can be found on the CS AI Configuration -> Brief Sharing tab from above
  • Access Method: Signed Request (POST)
  • SAML Initiation Method: None
  • Locations:
    • Layouts and Mobile Cards
    • Visualforce Page
  • Lifecycle Class: Blank
  • Enable as a Canvas Personal App: NO (default)
  • Create Actions Automatically: NO (default)
  • Hide Publisher Header: NO (default)
  • Hide Publisher Share Button: ​NO (default)​

Add Salesforce Keys to Dashboard in ChurnZero

Once you have completed the setup in Salesforce, you will be provided with your consumer key and consumer secret.

 Then you can navigate back to ChurnZero and go to the Sharing tab in CS AI Configuration. On this tab you can set "Enable CS AI Customer Brief in Salesforce" to YES. Here is where you can enter in your Consumer Key and Consumer Secret from Salesforce.

Important: After your ChurnZero rep configures the Consumer Key and Consumer Secret, you will need to re-authenticate the Salesforce connection by going to Admin > Salesforce Setup.

Once your Salesforce connection is re-established, you will need to authorize ChurnZero in Salesforce. You will be prompted to do so when you open the Connected App for the first time. After that, you will not need to authorize it again.

Adding the Connected App to your Account Layout

Once you have created the Connected App, add it to your Account Layout Page! Use this Salesforce Article, starting with Step 6, to add the ChurnZero Connected App to your Layout in Salesforce.

Note: You can only have one ChurnZero Connected App in the Classic view. Adding additional Connected Apps (such as dashboards) to the same view can have an inconsistent viewing experience.

If you are Salesforce Lightning user, follow these instructions to add and create a Visualforce page.