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Salesforce

Salesforce

Salesforce API Connection Configuration

To integrate with Salesforce, an application must be registered. Once you register the application, you can fill in the Site, Consumer Key and Consumer Secret values.

 

You will need help from the Salesforce Admin in your organization for the following configuration.

 

  1. Login to your Salesforce portal and select the settings icon and Setup.

 

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  1. Click the App Manager menu on the left.

 

salesforce_app_manager.png

 

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  1. Click the New Connected App button on the right top.

 

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  1. Fill in the Basic Information section for the app definition.

Name: MultiSource Connector for CSM

Email: contact@yourcompany.com

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For more information, please refer to Salesforce documentation for Configure Basic Connected App Settings.

  1. Click on the checkbox to Enable OAuth Settings.

  • Enter http://localhost for the Callback URL.

  • Select the Manage user data via APIs (api) scope.

  • Disable Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

  • Select Enable Client Credentials Flow and click OK on the pop-up confirmation message.

 

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For more information, please refer to Salesforce documentation for OAuth Settings for API Integration and Configure a Connected App for the OAuth 2.0 Client Credentials Flow.

  1. Once you create the application, you will get a message similar to the following:

Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth settings enabled.

  1. Under the App Manager menu, find the application definition and select the Manage option.

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  1. Click the Edit Policies button

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  1. Scroll down to the end of the page and search for the Salesforce user you would like to use for the connection, then click the Save button.

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We recommend using a specific user for this integration who has the API Only User permission.

If you are getting INSUFFICIENT_ACCESS error in the logs then we suggest reviewing the user permission on the following path:

Salesforce > Setup > Identity Verification > Session Security Level Policies

  1. Under the App Manager menu, find the application definition and select the View option.

  2. Click the Manage Consumer Details button in the API (Enable OAuth Settings) section.

 

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  1. Verify your identity with the code sent to your email address.

 

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  1. Copy the Consumer Key and Consumer Secret information.

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  1. Enter Site name, Consumer Key and Consumer Secret on the Source page of our application and click Save & Check button. The site address needs to be in *.my.salesforce.com format. Please don’t include HTTP or slashes for the site address.

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  1. Now, configure the Destination.