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: 2021/11/26 11:25 by craigt