Question: How do I connect Openprise to Salesforce?
Answer: Openprise connects to the Salesforce Rest API using OAuth 2.0 authentication. The Rest API uses the same underlying data model and standard objects as those in SOAP API. REST API also follows the same limits as SOAP API. OAuth 2.0 is an open protocol that authorizes secure data sharing between applications through the exchange of tokens.
You will need a Salesforce user with API access to the objects that Openprise can read/write to, which is managed via the user's profile.
We recommend creating a separate API user that has read/write access to the objects Openprise should have access to.
This user's credentials will be used in Openprise to access Salesforce.