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connectors:salesforce [2021/11/26 11:25] (current)
craigt created
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 +====== 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.
  
connectors/salesforce.txt · Last modified: 2021/11/26 11:25 by craigt