Ours Privacy Integration with Salesforce

This guide will walk you through integrating Ours Privacy with your Salesforce account. You'll learn how to send events to Ours Privacy when data changes or when users take actions in Salesforce, all while ensuring HIPAA-compliant analytics for privacy-conscious applications.

Using the Ours Privacy Salesforce Event Action in Flow

Salesforce Flow Builder now allows you to create HTTP callouts without code, making it easy to send data to Ours Privacy whenever important events occur in your Salesforce instance. Here's how to use this feature:

What You Can Track

With this integration, you can send events to Ours Privacy when:

• A lead is created or updated
• An opportunity stage changes
• A case is closed
• A custom object is modified
• Users take specific actions in Salesforce
• Any other event you can build a Flow for

Creating a Flow with Ours Privacy HTTP Callout

1. Create a New Flow in Salesforce:

   • Navigate to Setup > Flow > New Flow
   • Select the appropriate flow type (Record-Triggered, Schedule-Triggered, etc.)

2. Add the Ours Privacy HTTP Callout Action:

   • In your flow, click on the + button to add a new element
   • Select Action
   • Choose Create HTTP Callout
   • Select your Named Credential (set up as described in the setup section below)

3. Configure the HTTP Request and Body:

   • Set the Method to POST
   • Enter your Ours Privacy endpoint URL (e.g., https://api.oursprivacy.com/api/v1/track)
   • Configure the body of the request to contain all the information you would like to send back to Ours Privacy. You can build your payload here
   • At a minimum, you would need this:
   • json

     {
       "event": "Event Name",
       "token": "{{ours token}}"
     }

4. Activate Your Flow:

   • Save and activate your flow to start sending events to Ours Privacy
   • Note: If you are triggering the Ours Privacy Salesforce Action off of a object event (like contact created, account updated, etc), you will need to include the action in an async logic branch of your flow statement.

How to Set Up Ours Privacy as a Salesforce Event Action

Below are detailed instructions on how to enable Ours Privacy as an HTTP Callout Source in SalesForce.

📘

Contact your account representative about helping you configure your CRM with the below settings.

Additional Links

• Salesforce Documentation
• ApexHours Helpful Blog Post

Before you can use HTTP Callouts in your flows, you need to set up the connection between Salesforce and Ours Privacy:

1. Create an External Credential with "No Authentication"

1. Navigate to Setup > Named Credentials > External Credentials
2. Click New
3. Enter the following details:
   • Label: Ours Privacy API
   • Name: OursPrivacyAPI
   • Authentication Protocol: Custom
   • Authentication Type: No Authentication
4. Click Save

2) Assign a Principal to the External Credential

1. On the External Credential detail page, go to the Principals section
2. Click New
3. Enter a Label (e.g., "Ours Privacy Principal")
4. Leave other fields at their default values
5. Click Save and assign the users to the permission as needed

3) Create a Named Credential that Uses the External Credential

1. Navigate to Setup > Named Credentials > Named Credentials
2. Click New
3. Enter the following details:
   • Label: Ours Privacy Endpoint
   • Name: OursPrivacyEndpoint
   • URL: Your Ours Privacy API endpoint (e.g., https://api.oursprivacy.com/api/v1/track)
   • External Credential: Select the "Ours Privacy API" credential you created
4. Click Save

4) Map External Credential Principal and Permission Set

1. Create a permission set for users who will use the HTTP Callout:

   • Navigate to Setup > Permission Sets
   • Click New
   • Enter a Label (e.g., "Ours Privacy Integration")
   • Click Save

2. Assign the External Credential Principal to the Permission Set:

   • On the Permission Set detail page, click External Credential Principal Access
   • Click Edit
   • Add the "Ours Privacy Principal" to the Selected Principals
   • Click Save

3. Assign the Permission Set to appropriate users:

   • On the Permission Set detail page, click Manage Assignments
   • Select the users who should have access to the Ours Privacy integration
   • Click Assign

Example Use Cases

Track Lead Conversions

Create a flow that triggers when a lead is converted and sends the conversion data to Ours Privacy for attribution analysis.

Monitor Opportunity Pipeline Changes

Send events to Ours Privacy whenever an opportunity changes stage, allowing you to analyze your sales pipeline in real-time.

Capture Form Submissions

When forms are submitted in Salesforce, send the submission data to Ours Privacy to track lead generation performance.

Custom Object Tracking

Track changes to custom objects that represent important business processes specific to your organization.

Benefits of the Ours Privacy Salesforce Integration

• HIPAA Compliance: Ideal for healthcare and other privacy-sensitive industries
• No Code Required: Use Flow Builder's visual interface without writing Apex code
• Real-time Event Tracking: Capture Salesforce events as they happen
• Custom Event Flexibility: Track any event that can be captured in a Salesforce Flow
• Enhanced Data Security: Server-side integration ensures secure data transmission

For further assistance, contact [email protected].