Wiki source code of Connecteur Salesforce configuration
Last modified by jhurst on 2022/11/14 09:18
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1 | **Configuration : Creating a connected Salesforce application + getting Salesforce URL server + Consumer key + Consumer secret** | ||
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3 | {{ddtoc/}} | ||
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5 | = Context = | ||
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7 | This document explains how to get authentication information that Digdash needs to connect to your Salesforce account. | ||
8 | |||
9 | We need the following information: | ||
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11 | * URL serveur Salesforce | ||
12 | * Clé consommateur | ||
13 | * Secret consommateur | ||
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15 | Note: the Salesforce version may vary grom a user to another. The following instructions might not exactly correspond to the version the user is using. | ||
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18 | = Prerequisites = | ||
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20 | * A Salesforce account | ||
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22 | = Salesforce server URL = | ||
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24 | It is the domain name you chose at the creation of your Ssalesfroce account. It is indicated in you address bar. | ||
25 | |||
26 | It is in the following form: | ||
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28 | https:~/~/{instanceDomain}.salesforce.com:{port}/... | ||
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30 | with {instanceDomain} your own instance domain | ||
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32 | and {port} the listening port. | ||
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34 | = Consumer key and Consumer secret = | ||
35 | |||
36 | So Digdash can access to your Salesforce date, you need to create an entry point, creating a connected application in Salesforce. | ||
37 | |||
38 | At the end of this procedure, you will need to note two piecces of information that Digdash needs: | ||
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40 | * The consumer key | ||
41 | * the consumer secret | ||
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43 | == Creating a connected application in Salesforce == | ||
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45 | * Authenticate in Salesforce. | ||
46 | * Click on **Setup** in the upper right, next to your account name. | ||
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48 | [[image:salesforce_connector_config_en_html_748f09a1738ee2ae.gif]] | ||
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52 | * In the left side bar, go to **Build** > **Create** > **Apps**. In the **Connected Apps** category, click on **New**. | ||
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54 | __[[image:salesforce_connector_config_en_html_9b32b01f91c795e7.png]]__ | ||
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56 | |||
57 | * Enter the required basic information (**Connected App Name**, **API Name** and **Contact Email**). | ||
58 | * Select **Enable OAuth Settings** under **API (Enable OAuth Settings).** | ||
59 | |||
60 | __[[image:salesforce_connector_config_en_html_3e0e39a744390ce0.png]]__ | ||
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64 | * Enter your callback URL (use the helper) | ||
65 | * Add **Provide access to your data via the Web (web)** to the **Selected OAuth Scopes **column | ||
66 | * Click **Save**. | ||
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68 | [[image:salesforce_connector_config_en_html_423318772bc5b265.png]] | ||
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71 | == Getting the Consumer key and the Consumer secret == | ||
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73 | Once your app is registered, the page will diplay your **Consumer Key** and **Consumer Secret**: | ||
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75 | [[image:salesforce_connector_config_en_html_55017a9640beef4b.png||height="243" width="554"]] | ||
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77 | |||
78 | Copy your Consumer Key and Consumer Secret to enter in Digdash. | ||
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81 |