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Salesforce Plugin

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

You can use this plugin to connect to the salesforce using the shuffle exchange platform and perform queries and data transferring.

To make the connection successful you need to provide the below details.

  • After you click on create connection, select SalesforceV1.0 from the plugin dropdown.
  • Provide the name for the connection.
  • Select the environment like TEST, STAGING, DEV, PROD as per you salesforce environments.
  • Provide the Username and Password which you use to login into salesforce.
  • Provide the security token which you will get in your salesforce my account/profile section.
  • Provide the call back Url in the url field as per the environment. Which is in the form of {SalesforceURL}/services/oauth2/token.
  • Provide the client_id and client_secret.

After providing all the details, click on Test. It will validate the connection and provide the results.

Below notes explain how to get the callbackurl, client_id and client_secret from Salesforce.

NOTES

How to create ConnectedApp in salesforce:

A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. The external apps that are integrated with Salesforce can run on the customer success platform, other platforms, devices, or SaaS subscriptions.

  • Below is the Url for the salesforce environment to create a Connected App or switch to salesforce classic and then Build-> Create-> Apps and then go to connected apps.

    {Salesforce URL}/02u

  • Provide the appname.
  • ContactEmail (provide the Email).
  • In the API (Enable OAuth Settings) section, Check Enable oAuthSetting.
  • Provide the callback Url as per the environment.
  • For Production – https://login.salesforce.com/services/oauth2/success.
  • For Test/Sandbox – https://test.salesforce.com/services/oauth2/success
  • Select and Add the Full Access(full) in the Selected OAuth Scopes section.
  • Check the Require Secret for Web Server Flow.
  • Click on the save button and it will create an app with Consumer Key and Secret.

These keys will be used for the your connection as Client_id and Client_Secret to make it successful.