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TargetX / Salesforce File Delivery

Use this setup to deliver Scholaro files to TargetX or Salesforce through the Scholaro webhook configuration page.

Prerequisites

Before configuring Scholaro, make sure you have:

  • A Salesforce developer account
  • An external client app created in Salesforce

Configure the external client app

If you do not already have an external client app, create one in Salesforce.

External Client App Policies

Under OAuth policies:

  • Enable Client Credentials Flow
  • Set "Run As" to your user

The selected Salesforce username will be used for authentication.

External Client App Settings

Under OAuth scopes, add:

  • Manage User Data via APIs (api)
  • Full access (full)
  • Perform Requests at any time (refresh_token, offline_access)

Also make sure Enabled Client Credentials Flow is turned on.

Then copy the following values from the OAuth settings section:

  • Consumer Key
  • Consumer Secret

Configure the Scholaro webhook page

In Scholaro, open the developer webhooks page and enter the following values:

  • Username: your Salesforce username, not your email address
  • Password: your Salesforce password
  • Hosted Endpoint: your Salesforce My Domain URL, including https://
  • Consumer Key: the value from the Salesforce external app OAuth settings
  • Consumer Secret: the value from the Salesforce external app OAuth settings

Contact matching requirements

Create a Salesforce contact that matches an applicant on one of your GPA reports or digital evaluations.

Name matching should follow this rule:

  • The first name must be only the first word of the applicant's name
  • The last name must contain all remaining words

Example

For an applicant named Jon Franklin James Doe:

  • First Name: Jon
  • Last Name: Franklin James Doe

File delivery behavior

When the nightly Scholaro function runs, the file is uploaded to the matching contact in Salesforce.