Salesforce to OnePlan - Integration Setup

This integration is designed to synchronize data between Salesforce and OnePlan.

OnePlan

To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan.

1. Log into your OnePlan group using your OnePlan login credentials.
2. Access the Admin pages by clicking on the settings (gear) icon at the top right of the browser.
3. Navigate to the Integration section in the left-hand navigation panel.
4. Next to the Authentication Keys section click the + Add Key button.
5. Provide a descriptive name or title for the Authentication Key to denote its purpose, then click ADD.
6. Store the OnePlan group name and the Authentication Key securely. This grants access to your OnePlan group for any program. Please note that the key will no longer be visible after the page is refreshed.

Note: It's recommended to generate a new authentication key for every integration and assign a descriptive name to each key, enabling clear association with its corresponding integration. This practice enhances security, simplifies management, and facilitates easier tracking and troubleshooting.

OneConnect Setup Process

To complete the OneConnect setup, you need have Administrator or Editor privileges in the OneConnect group you wish to set the integration up in.

1. Go to https://my.oneconnect.ai (or https://eu.oneconnect.ai for European customers utilizing eu.oneplan.ai).
2. Navigate to Salesforce to OnePlan. Click Configure.

Salesforce Connector

1. Username
   • Enter the Username to be logged in as.
2. Password
   • Enter the password.
3. Security Token
   • Enter the Security Token generated within Salesforce.
4. Consumer Key
   • Enter the Consumer Key generated within Salesforce.
5. Consumer Secret
   • Enter the Consumer Secret generated within Salesforce.
6. Additional Options
   • Expand the section for additional configuration options.
7. (Optional - Checkbox) Utilizing sandbox environment
   • Sandbox (if checked) the login will push you to the Sandbox environment/interface.
8. Custom Object used for integration
   • This will be the Object name to be brought over into OnePlan (Account, Opportunity, etc.).
9. Test Connection
   • Click Test to verify the correctness of the connection settings to Salesforce.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
10. Save Changes
    • After verifying the connection, click Save to retain the configured settings.

OnePlan Connector

1. Group Name
   • Input the name of the OnePlan Group name you intend to integrate with.
2. Authentication Key
   • Paste the generated OnePlan Authentication Key obtained from OnePlan.
3. Additional Options
   • Expand the section for additional configuration options.
4. (Optional) Alternate OnePlan Environment URL
   • If using an environment other than the default (https://my.oneplan.ai), select the appropriate URL from the available options:
     • https://au.oneplan.ai 
     • https://ca.oneplan.ai
     • https://eu.oneplan.ai
5. (Optional) OnePlan Default Plan Type
   • Specify a default plan type if the integration doesn’t automatically provide a plan type for plan-level work items in OnePlan. Enter a single value for this purpose.
6. Test Connection
   • Click Test to verify the correctness of the connection settings to OnePlan.
   • A notification indicating Connected Successfully should appear in the top-right corner of the browser upon successful testing.
7. Save Changes
   • After verifying the connection, click Save to retain the configured settings.