Connect Salesforce to TAC to synchronize TAC leads as Salesforce contacts.

Steps for Configuration:

1. Access the TAC Portal:
   • Log in to the TAC corporate portal.
   • Navigate to the "Integrations" section.
   • Find the section dedicated to Salesforce and click on "Configure".
2. Filling Required Fields:
   • You need to fill in the following fields:
     • Client ID
     • Client Secret
     • Username
     • Password
3. Creating API Keys:
   • Follow these steps to create the necessary API keys:
     • Log in to Salesforce.
     • In "Settings" > "Advanced", select "App Manager" in the "Platform Tools" section.
     • Create a 'Connected' type application.
     • Enable APIs (Enable OAuth settings) by selecting "Full access (full)" as the OAuth scope and deselecting the PKCE option.
     • Click on "Manage" and then "Manage Consumer Details" to obtain the Consumer Key and Consumer Secret.
4. Connection from TAC to Salesforce:
   • After obtaining the API keys, you can link TAC to Salesforce.
5. Saving Leads:
   • In the TAC app, users will need to go to the "Contacts" section.
   • They need to create a new folder and activate the toggle button to connect the folder to Salesforce.
   • Once the folder associated with Salesforce in TAC is created, users can save the purchased leads within their folder. They will be automatically transferred to Salesforce as contacts.

Following these instructions, your team will benefit from a seamless synchronization between TAC and Salesforce, enhancing the efficiency of contact management.