====== SALESFORCE CONNECTOR ====== \\ =====Description===== Specifies the parameters required to connect to a Salesforce account. **Name:** Provide a name for the Salesforce connector.\\ **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: //Production// or //Sandbox//. | Once the appropriate Environment is selected, click the //Authorize// button. A Salesforce webpage will appear to log into the specific Environment selected. Click "Log In" to grant EasyMorph permission to make the connection. Note: Once the connection is established: * The //Authorize// button converts to a //Cancel authorization// button to revoke access permissions. When this is done, the connector must be reauthorized or recreated to provide access again.\\ * The "Client ID" and "Secret" settings in //Advanced Settings// will be auto-populated. * The //Quota usage…// button becomes available. \\ =====Advanced settings===== ^Setting^Description^ |Use custom OAuth app|//Check// this option if a custom OAuth app is being used.| | 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" and "Bulk export daily quotas" total and remaining values. \\ \\ Once the connector is authorized, click the //Test// button to confirm the connection is functioning.