Do you have other teams that would like to see usage information from ChurnZero, but they don't have logins? Try using our ChurnZero Salesforce Connected App! This allows anyone with access to Salesforce to see important account information like Usage Data, NPS Score, Account Tags, and ChurnScores!

NOTE: The Salesforce Connected App is only supported for production instances of Salesforce. We do not support installation of the app in a Salesforce Sandbox instance. 

Creating the Connected App

To get started, you will first have to build the Connected App in Salesforce. Do this by going 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): ChurnZeroConnectedApp_CompanyABC
    • Replace CompanyABC with your company name
  • Contact Email: support@churnzero.net​
• API (Enable OAuth Settings)
  • ​Enable OAuth Settings: YES
  • Enable for Device Flow: NO (default)
  • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows: NO
  • Callback Url: https://app.churnzero.net/SfLoginCallback?TenantId=0000 [Replace 0000 with your Tenant ID]
    
    • Important: Your Customer Success Manager or ChurnZero Support will provide your Tenant ID if you don't have it -- replace the zeros at the end of the URL with this ID
  • 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 Secret for Web Server Flow:YES
  • Require Secret for Refresh Token Flow: NO
  • 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: https://app.churnzero.net/SfCanvas?TenantId=0000 [Replace 0000 with your Tenant ID]
    • Important: Your Customer Success Manager or ChurnZero Support will provide your Tenant ID if you don't have it -- replace the zeros at the end of the URL with this ID
  • 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)​

Important: Don't forget to send your ChurnZero rep the Consumer Key and Consumer Secret. This is how we will be able to authenticate the two systems! 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. Every user accessing the Connected App will need to authenticate, not just the user sharing the key and secret.  

Adding the Connected App to your Account Layout

Once you have created the Connected App, you need to 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 or CS AI briefs) to the same view can have an inconsistent viewing experience.

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