Salesforce Connector
Index top level resources such as Accounts, Contacts, Cases, Opportunities, Leads by installing a Connected App.
The Salesforce connector enables the indexing of Salesforce objects, such as Accounts and Opportunities, using the Salesforce REST API by creating a Connected App in your Salesforce instance.
Setup Connected App
Note: The setup assumes that you are using the lightning experience of Salesforce.
As a best practice, we recommend creating a new user account or identifying an existing user account to be used for integrations. The profile for this user account will be given access to the Connected App in a later step.
- As an administrator, navigate to Setup.
- Under “Platform Tools”, go to “Apps” -> “App Manager”.
- Create a “New Connected App”.
- Choose a
Connected App Name
andAPI Name
, e.g. Atolio. - Choose an email for
Contact Email
. - (Optional) For
Logo Image URL
and/orIcon URL
, you can use the Atolio logo here.
- Under API (Enable OAuth Settings), select
Enable OAuth Settings
.
- For
Callback URL
, enter a valid URL (e.g. https:/) - Atolio does not use this login flow for authentication. - For
Selected OAuth Scopes
, add the “Manage user data via APIs (api)” scope. - Click the
Enable Client Credentials Flow
and select OK on the prompt below.
![sfdc-client](sfdc-clientcreds.png)
- Click “Save”, then “Continue” to create the Connected App.
- When your Connected App has been provisioned, go back to “App Manager” and choose “Manage” from the actions drop-down for your Atolio connected app.
- Click on “Edit Policies”.
- Under “OAuth Policies”, for
Permitted Users
select the “Admin approved users are pre-authorized” option. - Under “Client Credentials Flow”, set the
Run As
to the desired user mentioned above.
![sfdc-app](sfdc-manageapp.png)
Next, you will add the “Connected App Access” to the profile of the user you selected above.
- From Setup, navigate to “Users” -> “Users” and find your desired integration user. Click on their “Profile” to open the Profile page.
- Click “Edit”, then click the checkbox to enable your new Connected App for this user profile.
- Save those changes.
Provide Configuration
To obtain the necessary client credentials:
- Go back to “App Manager” and choose “View” from the actions drop-down for your Atolio connected app.
- Under “API (Enable OAuth Settings)”, click the “Manage Consumer Details” button for the “Consumer Key and Secret”.
- Copy the “Consumer Key” and “Consumer Secret” to be shared with your Deployment Engineer.
Provide the following values to your Deployment Engineer for them to configure in Atolio:
base_url
is the URL of your Salesforce tenant, e.g. https://yourcompany.my.salesforce.com.client_id
is the “Consumer Key” of the connected app you created.client_secret
is the “Consumer Secret” of the connected app you created.