SalesPro, formerly Leap Integration Setup Guide

The SalesPro (formerly Leap) Integration is a paid Advanced Service, with a setup fee of $1000. The following Article covers the internal steps to setup a SalesPro integration with improveit 360 for Lightning platform users. SalesPro's setup and documentation is available SalesPro Documentation

1. Create Connected App

In Setup, search for App Manager

Click New Connected App

Fill out required fields in "Basic Information" section

Under the API section, enable the setting Enable OAuth Settings

In the Callback URL field, enter “https://dashboard.leaptodigital.com/workflow/crmappointment”

In Selected OAuth Scopes, select the following options

• "Manage user data via APIs (api)"
• "Perform requests at any time (refresh_token, offline_access)"

Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

Click Save

On the next page under the API section, click Manage Consumer Details.

Copy Consumer Key and Consumer Secret into a note. These keys will be requested from SalesPro in order to complete the Authentication Process outlined in the next section. 

2. Relax IP Restrictions for the Connected App

Next, go to Setup > Apps > Connected Apps > Manage Connected Apps

Click Edit next to the connected app label

Change IP Restrictions from "Enforce IP Restrictions" to "Relax IP Restrictions"

Make sure you wait at least 10 minutes before testing

3. Enable OAuth Username-Password Flows

In Setup, navigate to Identity > OAuth and OpenID Connect Settings

4. Create a Permission Set for the Apex Class Access and Apply to Users

In Setup, navigate to Users > Permission Sets

Create a new Permission Set by clicking the New button

Name it SalesPro

Next, in the “Apps” section, select Apex Class Access

Then click Edit

In the Available Apex Classes, select “i360core.LeapResultApi” and add it to the Enabled Apex

Save your changes. 

Next you will assign this Permission Set to all the Users who plan to use SalePro and need to send data from SalesPro back into improveit 360. 

Click Manage Assignments

Choose the Active Users list view and select the Users who need access to the SalesPro integration, then click Next.

Choose No Expiration and then click Assign

Next, please contact improveit 360 to enable the SalesPro (formerly know as Leap) integration in your system.

Note: This integration requires a separate i360 User with Admin Level access; your company may need to purchase an additional Admin license from Improveit360. Open a Ticket with our Support team if you need to purchase an additional Admin User License.