How to Configure Salesforce for Integration with Anaplan CloudWorks

AnaplanOEG
AnaplanOEG
edited October 2 in Community Knowledge Base

The integration between Anaplan CloudWorks and Salesforce is in the Beta testing phase and is only available to customers enrolled in this program.

Find out more about Beta testing, Early Access (EA), and learn how to register for an Anaplan EA program.

How to Configure Salesforce for Integration with Anaplan CloudWorks

Anaplan's CloudWorks allows users to create a seamless and automated integration between Salesforce and Anaplan. This guide will walk you through the process to set up this integration.

Step #1: Create a Salesforce Permission Set

  • Navigate to Settings → Quick Find → ADMINISTRATION → Users → Permission Sets and click New
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  • Provide a Label (e.g. Anaplan CloudWorks Permission Set) and select the license Salesforce API Integration. The API Name will automatically populate.
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  • Now, select the new Permission Set and grant access via Object Settings. Ensure to grant access to crucial Salesforce objects like Accounts, Contacts, Customers, and Opportunities that will be used in Anaplan.
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Step #2: Create a Salesforce Profile

  • Head to Settings → Quick Find → ADMINISTRATION → Users → Profiles and Click New Profile
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  • When the profile cloning prompt appears, select Salesforce API Only System Integrations and name your profile, for instance, Salesforce API Only System Integrations for CW.
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  • Next, review the Administrative Permissions and confirm the settings.
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Step #3: Create a new user for CloudWorks integration

  • Navigate to Settings → Quick Find → ADMINISTRATION → Users → Users and Click New User
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  • Populate the following fields and settings:
    • Last Name (suggest: anaplan-api-cloudworks)
    • Alias (suggest: anap-api)
    • Email (be sure this email address is valid and accessible as it needs to be verified)
    • Role: <None Specified>
    • Profile: Salesforce Integration
    • Permission Set Assignments: Assign to the permission set created in Step #1
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Step #4: Create the Salesforce App

  • Head to Settings → Quick Find → PLATFORM TOOLS → Apps → App Manager and Click New Connected App
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  • Set the Connect App Name as Anaplan CloudWorks and provide a Contact Email (could be the same email used in Step #3).
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  • In the API (Enable OAuth Settings) section, click Enable OAuth Settings and provide a valid Callback URL, such as https://anaplan.com. For Selected OAuth Scopes, choose Manage user data via APIs (api).
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  • Click Save after leaving the other options with their default value.

Step #5: Collect settings for use with CloudWorks

  • Head to Settings → Quick Find → PLATFORM TOOLS → Apps → App Manager and locate the new Connected App and choose View on its right.
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  • Within API (Enable OAuth Settings), tap Manage Consumer Details to fetch the Consumer Key and Secret.
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  • Make a note of both the Consumer Key and Consumer Secret values as they'll be utilized in CloudWorks. Also, copy the Salesforce base URL from your browser session (e.g., https://d1u000000ekdpua0-dev-ed.my.salesforce.com/).
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Step #6: Connect Anaplan CloudWorks to Salesforce

  • Access CloudWorks → Connections
  • Opt for New connection
  • Use the three values from step #5 to establish a new Salesforce connection.
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By following these steps, you should now have successfully configured Salesforce for integration with Anaplan's CloudWorks, enabling efficient and automated data exchanges. Happy integrating!

Author: Quin Eddy, @QuinE - Director of Data Integration, Operational Excellence Group (OEG)

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