Salesforce
Bunny's Salesforce integration synchronizes opportunities between Salesforce and Bunny.
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Bunny's Salesforce integration synchronizes opportunities between Salesforce and Bunny.
Last updated
Was this helpful?
Admin & API access to Salesforce Enterprise, Salesforce Unlimited, or a paid upgrade to Salesforce Professional with Rest API access added.
Admin access to a Bunny instance.
In your Bunny instance install the Salesforce Sync plugin by going to the menu for Other > Plugins. This will allow Bunny to access the Salesforce API and keep Opportunities updated as quotes are created and shared from Bunny.
Click the download icon to install the plugin
Switch the Enabled slider to on and then Save the plugin
Finally click the Authorize with App button to authenticate using your Salesforce account.
In the Bunny instance Create an API Client with the Authorization Code Grant enabled and the Redirect URI set to:
https://<SALESFORCE DOMAIN>/services/authcallback/Bunny
Set the Scopes to standard:read, standard:write and openid.
After clicking save a Client ID and Client Secret will be revealed. Take note of these values as you will be using them in Step 4.
Install the Bunny CPQ for Salesforce app from the AppExchange or installation url.
From the Admin Setup area in Salesforce search for Auth Providers and then create a new Auth Provider.
Set the provider type as OpenID Connect.
Set the Name and URL Suffix to Bunny.
Enter the Client ID from Step 1 as the Consumer Key.
Enter the Client Secret from Step 1 as the Consumer Secret.
Set the Authorize Endpoint URL to
https://<BUNNY_SUBDOMAIN>.bunny.com/app/authorize
Set the Token Endpoint URL to
https://<BUNNY_SUBDOMAIN>.bunny.com/oauth/token
Set the Default Scopes to standard:read standard:write openid
Uncheck the "Use Proof Key for Code Exchange (PKCE) Extension" option.
Save
From the Admin Setup area in Salesforce search for Named Credentials and select it. Two tabs will appear for Named Credentials and External Credentials.
Select the External Credentials tab and create a new external credential.
Set the label and the name as Bunny.
Set the Authentication Protocol as OAuth 2.0.
Set the Authentication Flow Type as Browser Flow.
Leave the Scope empty.
Set the Authentication Provider as Bunny.
Save
Scroll down to the Principals section and add a new one.
Set the Parameter Name to BunnyAPI
Set the Identity Type as Named Principal.
Leave the Scope empty.
Save.
A principal record will be created. Click on the Actions for that record and select Authenticate.
Authenticate with Bunny and then click to Approve the authorization request.
Select the Named Credentials tab and create a new named credential.
Set the Label and Name to BunnyAPI.
Set the URL to https://<BUNNY_SUBDOMAIN>.bunny.com/graphql
Set the External Credential to Bunny.
From the Admin Setup area in Salesforce search for Permission Sets and create a new permission set.
Set the Label to Bunny API.
Save
In the Apps section of the new Bunny API Permission Set select External Credential Principal Access.
Edit and add BunnyAPI to the Enabled list
Save
From the Admin Setup area in Salesforce search for Users.
Select the users that you want to grant access to Bunny CPQ and assign the Bunny API and Bunny User permission sets to those users.
From the Admin Setup area in Salesforce search for Custom Settings.
Click to Manage the BunnySettings record.
Under Default Organization Level Value select New and then set your Bunny subdomain as the Subdomain value.
Save
The final stage of the installation process is to add the Bunny components for creating and displaying Quotes to an Opportunity record in Salesforce.
Open an Opportunity record in Salesforce then click the cog in the top right of the screen and select Edit Page.
In the main part of the screen you will have a set of tabs. We will add a new tab to that set called Quotes.
Click in the region of the tabs
On the right side you will see the tabs listed.
Click to Add Tab
Select Custom from the list that appears and set the label to Quotes.
Now we will add the New Quote button. The location of the button depends the version and layout of your Salesforce instance but often is located in a Highlights Panel.
Click to Add Action and then select the New Quote quick action.
We recommend moving this new action to be higher up the list so that it is always visible when looking at an Opportunity record.
Save and activate the layout for all users.
The installation is now complete and it's time to test the integration. Switch back to the Sales area in Salesforce and select an Opportunity record. Make sure that the Account that owns the opportunity has at least one contact with a name and email address supplied.
Select the Quotes tab and you will not see any quotes for this opportunity.
Click the New Quote button and you will be transferred over to Bunny to build a quote.
Once the quote is shared it will be synced back to Salesforce with the Opportunity value updated with the total amount of the quote.
“We couldn't access the credential(s). You might not have the required permissions, or the external credential "BunnyAPI" might not exist.”
This error occurs when the user viewing the tab does not have the Bunny User and Bunny API permission sets assigned.
This can happen when the Callback URL on the Auth Provider does not match the Redirect URI that was set on the Bunny API Client. Check your Bunny Auth Provider in Salesforce and copy the Callback URL over to Bunny.
