Connect Robin with Salesforce by granting Atera access to your environment through an External Client App using OAuth 2.0 authentication. With this in place, Robin can act on your behalf to handle key tasks such as managing user access and resolving common Salesforce account issues.

Before you begin

Make sure you have:

• An active Atera account with Admin permissions and access to the Robin feature.
• A Salesforce account with Customize Application permission.
• The callback URL provided by Atera for the integration.

Connect to Salesforce

To create and configure an External Client App in Salesforce:

1. Log in to your Salesforce organization account.

2. Click the Quick Settings gear icon and click Open Advanced Setup.

You will be redirected to the Setup page.

3. From the left-side panel, go to Apps > External Client Apps > External Client Apps Manager.

5. Click New External Client App.

6. Fill in the following fields in the Basic Information section:

• External Client App Name: Enter a clear and descriptive name for the app.
• API Name: It will be automatically populated based on the External Client App Name.
• Contact Email: Enter a valid administrative email for contact purposes.
• Distribution State: Select Local from the dropdown menu. This indicates the app is intended for use within your own Salesforce organization only.

7. In the API (Enable OAuth Settings) section:

• Check the Enable OAuth box.
• Under App Settings:
  • Callback URL: Enter the following URL: https://app.atera.com/proxy/integrationssalesforce/management/callback
  • OAuth Scopes: Select the following scopes from the Available OAuth Scopes list and click the top arrow to move them to the Selected OAuth Scopes list:
    • Perform requests at any time (refresh_token, offline_access) — Maintains the connection without requiring re-authentication when the session expires.
    • Manage user data via APIs (api) — Allows Robin to interact with user-related data or services within Salesforce.
• Under Flow Enablement, check the following boxes:
  • Enable Authorization Code and Credential Flow
  • Enable Device Flow

8. Click Create.

You will be redirected to the details page of your new External Client App.

9. In the Settings tab, under OAuth Settings, click on Consumer Key and Secret.

It will take you to the Consumer Details page.

10. Copy the Consumer Key and Consumer Secret and store them in a secure location.

11. Enter your Consumer key and Consumer secret, then click Connect.

Congratulations, Robin is now connected to Salesforce!

Salesforce Approval Fails or Shows an Error

Common causes:

• The External Client App is misconfigured (callback URL, OAuth scopes, or OAuth settings).
• The Salesforce user does not have sufficient permissions.

Resolution:

• Verify your External Client App OAuth configuration.
• Confirm the correct callback URL is configured.
• Ensure required OAuth scopes are enabled.
• Use a more privileged Salesforce user if necessary.