Salesforce Connector v1.0
1. Prerequisites and Additional Steps
Salesforce is a cloud-based customer relationship management (CRM) platform widely used by businesses to manage interactions with their customers, streamline sales processes, and improve service efficiency. It provides tools and applications for sales, marketing, customer service, and other business needs.
2. Authentication
a. Creating Connected App
A Connected App in Salesforce is a framework that allows external applications to integrate with Salesforce securely. It facilitates communication between Salesforce and third-party applications by providing a way to authenticate, authorize, and interact with Salesforce data and services.
Go to Setup
In search box on left side search for App Manager and click button New Connected App on the right corner.
Enter relevant details. Tick mark Enable OAuth Settings button in API (Enable OAuth Settings) to add Callback urls and Scopes.
Note : Do not forget to mark
Enable Client Credentials Flow | |
|---|---|
| 1 | Enable Authorization Code and Credentials Flow |
Go to App Manager again and click the drop down button to View clientId and Secret of the app created.
Click Manage Consumer Details button to view clientId and Secret
To add the refresh token, you should also include the "Perform requests at any time (refresh_token, offline_access)" scope in the Selected OAuth Scopes section.
3. Connector Actions and Tests
Logs: Get event Logs (GET)
Action Name / Method | Logs: Get event Logs (GET) |
|---|---|
Action Description | This action is used to perform SQL like queries on salesforce tables.
|
Test Case | This action is used to perform SQL like queries on salesforce tables. |
Request Body Name | Paramenter |
| Q |
| Version |
SObject: SObject Create (POST)
Action Name / Method | SObject: SObject Create (POST) |
|---|---|
Action Description | This action is used to create record of custom or standard object on salesforce.
|
Test Case | This action is used to create record of custom or standard object on salesforce. |
Request Body Name | Paramenter |
| Sobject Api Name |
| Version |
Note: Each custom or standard object on salesforce has different fields from other objects , some of them are required and others are optional. Like Contact object has fields Email, FirstName, LastName, MailingStreet etc required fields. We can get these fields from API call and send them in additional properties of the step.
4. Connection Settings and Configuration
Settings Parameters | Value | Description | Required (Y/N) | Default Value |
|---|---|---|---|---|
Connector | S-Drive | Connector Name | Y | S-Drive |
Host Name | Endpoint required for performing CRUD | Y | ||
Authentication | OAuth2 | Type of authentication | Y |
|
Client Id | {client_id} |
| Y |
|
Client Secret | {client_secret} |
| Y |
|
Token URL |
| Y | ||
Authorization Url |
| Y | ||
Scopes | none |
|
| none |
