connectors:salesforce
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| — | connectors:salesforce [2021/11/26 11:25] (current) – created craigt | ||
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| + | ====== SALESFORCE CONNECTOR ====== | ||
| + | |||
| + | \\ | ||
| + | =====Description===== | ||
| + | Specifies the parameters required to connect to a Salesforce account. | ||
| + | |||
| + | **Name: | ||
| + | **Note:** Provide any notes regarding the connector (optional).\\ | ||
| + | **Documentation…** Will allow you to enter a URL and Label for connector information. (optional)\\ | ||
| + | |||
| + | \\ | ||
| + | =====Connection tab===== | ||
| + | ^Setting^Description^ | ||
| + | |Environment|Select the Salesforce environment to connect to. Options: | ||
| + | |||
| + | Once the appropriate Environment is selected, click the // | ||
| + | |||
| + | Note: Once the connection is established: | ||
| + | * The // | ||
| + | * The " | ||
| + | * The //Quota usage…// button becomes available. | ||
| + | |||
| + | \\ | ||
| + | =====Advanced settings===== | ||
| + | ^Setting^Description^ | ||
| + | |Use custom OAuth app|// | ||
| + | | App UID | Enter the App UID of your OAuth client configured in the target web service. | ||
| + | | Secret | Enter the Secret of your OAuth client here.| | ||
| + | |||
| + | \\ | ||
| + | =====Quota usage===== | ||
| + | This button opens a window displaying the "API daily calls quotas" | ||
| + | |||
| + | \\ \\ | ||
| + | Once the connector is authorized, click the //Test// button to confirm the connection is functioning. | ||
connectors/salesforce.txt · Last modified: by craigt