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Connecting Alysio to Salesforce

To provide a secure and reliable integration, Alysio uses the latest Salesforce External Client App (ECA) standards. This requires a one-time setup by a Salesforce Administrator.

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Prerequisites

  • You must have System Administrator permissions in your Salesforce Org.
  • Decide whether you are connecting to a Production or Sandbox environment.

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Step 1: Install the Alysio Managed Package

Salesforce now requires integrations to be “installed” in your organization before users can authorize them.
  1. Log in to your Salesforce Org.
  2. Click the link below to begin the installation (or copy the URL to send to your admin): 
    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000002Ld3AAE
    • If installing in a Sandbox, replace login with test in the URL (e.g. https://test.salesforce.com/...).
  3. Select Install for All Users (Recommended) to ensure your team can connect without further admin intervention.
  4. Click Install.
  5. If prompted to “Approve Third-Party Access,” check the box Yes, grant access to these third-party websites and click Continue.
  6. Once the installation is complete, click Done.
Opening Alysio Settings and clicking Connect for Salesforce

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Step 2: Authorize the Connection

Now that your Salesforce Org is prepared, you can finalize the connection in Alysio.
  1. Navigate to the Integrations section of Alysio.
  2. Select Salesforce.
  3. Choose your environment: Production or Sandbox.
  4. A Salesforce login window will appear. Sign in with your Salesforce credentials.
  5. When the “Allow Access?” screen appears, click Allow.
Success! Your Salesforce integration is now active. Salesforce user authorization flow

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Troubleshooting

Configure User Permissions (if needed)
If Salesforce blocks API access or users cannot connect, you may need to grant the “Approve Uninstalled Connected Apps” permission:
  1. Go to Setup → Users → Permission Sets.
  2. Click New and create a set named Alysio Integration.
  3. In the Permission Set, go to System Permissions → Edit.
  4. Check the box for Approve Uninstalled Connected Apps (this ensures the OAuth flow isn’t blocked by Salesforce’s new security gates).
  5. Click Save.
  6. Click Manage Assignments and add any users who need to connect their Salesforce accounts to Alysio.
“OAuth Error: This app is not installed in your org”
If you see this error, Step 1 was skipped or performed in the wrong Org (e.g. you installed in Sandbox but are trying to log into Production). Ensure the package is visible under Setup → Quick Find → Installed Packages.
API_DISABLED_FOR_ORG
Ensure your Salesforce edition supports API access. Enterprise, Unlimited, and Developer editions have this by default; Professional Edition may require the API add-on. For more integration details (authentication, API usage, troubleshooting), see the main Salesforce integration guide.