Configuring Eagleview Reports Retrieval

The Eagleview for Salesforce App allows you to automatically retrieve processed reports in real time using webhook integration. This eliminates delays and manual downloads, ensuring your reports are immediately available in Salesforce.

1. Configure Reports Retrieval via Webhooks

To enable real-time report retrieval, you need to activate webhook access for Eagleview.

Steps:

1. Grant Configuration Access
   • Open the Eagleview Setup Assistant in Salesforce.
   • Click Configure External Client Access – this redirects you to the External Client App Manager.
   • Select the Eagleview for Salesforce External Client App from the list.
   • Go to the Policies tab and click Edit.
   • Expand the OAuth Policies section.
   • Set Permitted Users to: Admin approved users are pre-authorized.
   • Under Profiles or Permission Sets, add the profiles or permission sets assigned to users who will configure Eagleview.
   • Click Save.

warning

Salesforce does not allow managed package permission sets to be added directly as approved users in the External Client App. Use a user profile or custom permission set not from the package.

2. Create a Public Site
   • Click the button to create a public site in your Salesforce org. This site will receive webhook calls from your Eagleview account.
   • If the button is grayed out, the site has already been created.

3. Check the Default Email Sender
   • To receive notifications when reports are ready, ensure the default no-reply email address is configured and verified:
     • Click Configure Org Wide Address – you will be redirected to Organization-Wide Email Addresses.
     • Make sure at least one address exists; if not, create a new one.

note

Webhooks do not currently work in Salesforce sandbox/test environments. Use a Production org for live retrieval.

2. Tips for Successful Setup

• Ensure the users assigned in OAuth policies have the necessary profiles or permission sets to access all Eagleview features.
• Confirm that Salesforce email delivery is working properly to avoid missed notifications.
• Consider configuring email security settings in your organization if notifications end up in spam folders.

3. Additional Resources

• Salesforce External Client App Manager – Manage OAuth policies for external apps.
• Organization-Wide Email Addresses – Configure verified senders in Salesforce.