🔌Setting up a Salesforce connector

Salesforce Connector¶

Warning

This connector is deprecated. It is recommended to use the HTTP API instead.

Prerequisites - Connected App creation¶

Login to your Salesforce application.

On the top right of the screen click on setup

Then, on the left bar click on Apps > App Manager

and create a new connected app by clicking on New Connected App.

You will then be redirected to the app’s creation screen. You can get a configuration example in the image below :

Finally, you will be redirected to the Connected App configuration screen where you’ll find the client id & client secret for your app.

Use them to configure the oAuth credentials in Toucan’s credentials manager.

This connector is dedicated to extract CRM data from the salesforce REST API. First step is to create a connected app in Salesforce.

Start the configuration once the credentials are configured, add your connector:

A pop-up window will open to authorize the connected app to access your data:

Pop-up to authenticate

authorize the connected app

• then click on the SAVE button

After successfully configuring the connector, you will be able to find it in the Connector section of the DataHub "Datasource" tab

Click on "Create a new dataset from this datasource "

Mandatory parameter(s)

• Query, here an SOQL query is expected to extract the data from the API. here for some examples.

Misc

Authentication

Salesforce authentication phase can be quite challenging, this stackoverflow thread is really helpful for troubleshooting.