AlumnIQ Admin Documentation
  • README
  • Common Features
    • Identity
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  • Events Module
    • Event Setup
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  • Salesforce
    • Installation
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  • Security
    • Salesforce
    • Shared User Accounts
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  • Data Sync
    • API Basics
    • Sending us your data
    • Getting data out of AlumnIQ (API)
    • API: Financial Data
    • Object Model/ER Diagrams
    • Salesforce
  • Integration Recipes
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    • Salesforce
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    • Auburn Specific Instructions
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  • Signature Events Service
    • Onboarding and Setup Timeline
    • Integration
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    • Graphic Specs
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    • General Configuration
    • Who's Coming List(s)
    • Package Controls
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    • Table/Seat Assignment
    • Getting events from contributors across campus
    • Virtual Events and Webinars
    • Staff Assistant
    • Common Scenarios
    • General Registration Management
    • Text and Email Messaging
    • The Pass
    • Watches
    • Housing
    • Post-Event Survey
    • Name Tags and Printing
    • Options for Check In
    • Batch Printing
    • Offloading Clicker Data
    • Event Attendance with Gatekeeper
    • iqKey for fast Gatekeeper access
    • Email Senders
    • Newsletter Archive
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  1. Salesforce

Integration

Overview of the AlumnIQ-Salesforce Integration Service

This functionality will be available for customer use in July 2025

The AlumnIQ-Salesforce Integration Service enables seamless data synchronization between your Salesforce instance and the AlumnIQ platform. This integration ensures that your organization can efficiently manage and share data, improving operational workflows and enhancing user experiences.

Key benefits of the integration include:

  • Streamlined data exchange between systems.

  • Reduced manual data entry and errors.

  • Enhanced reporting and analytics capabilities.

Configuring a User for AlumnIQ-Salesforce Integration

Salesforce:

  • Validate OAuth Security Policy on the AlumnIQ External Client App

    1. Log in to your Salesforce instance with administrative privileges.

    2. Navigate to Setup > search for and select External Client App Manager.

    3. Locate the AlumnIQ external client app in the list and click Edit.

    4. On the Policies tab, expand the OAuth Policies section.

      1. Verify the following settings:

        Permitted Users: Ensure it is set to "Admin approved users are pre-authorized."

        Selected Profiles: Ensure NO profiles are selected.

        Selected Permission Sets: Ensure ONLY the "AlumnIQ Sync Integration" permission set is selected.

    5. Save any changes if updates were made.

  • Assign the AlumnIQ Sync Integration permission set to the desginated user

    1. Identify/designate a Salesforce user to be the dedicated user for integration. While this can be an existing user we recommend that you create a new user dedicated for integration. This will ensure that the External Client App has the least permissions. a. At a minimum the Interation user will need license type of Salesforce Integration and Profile Minimum Access - API Only Integrations

    2. Assign the AlumnIQ Sync Integraton permission set to the designated integration user.

AlumnIQ:

Open a ticket in your AlumnIQ platform requesting to configure Salesforce Integration.

  1. Provide the username of the desginated integration user.

  2. Provide the domain for your Salesforce org

Note: This integration service is included at no cost for AlumnIQ users.

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Last updated 7 days ago