Setting up a Salesforce Connector
Salesforce Connectorยถ
This connector is dedicated to extract CRM data from the salesforce
REST API. First step is to create a connected app in Salesforce.
Connected App creationยถ
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 appโs creation screen. You can get a configuration example in the image below :
Finally, you will be redirected to the Connected App configuration screen where youโll find the client id & client secret for your app.
Use them to configure the oAuth credentials in Toucanโs credentials manager.
Datasource configurationยถ
Once the credentials are configured, add your connector:
Navigate to the datahub datasources tab
Click on the
Add a connector button
Then
search
up the connector from the list and select theSalesforce
connector.
A pop-up window will open to authorize the connected app to access your data:
This authentication phase can be quite challenging, this stackoverflow thread is really helpful for troubleshooting.
After the authorization process, fill the Data Providerโs configuration form. The Data Providerโs configuration form will pop-up, you need to fill only 2 parameters:
Name
, for example โSaleforceโInstance Url
, you can retrieve this information fromSalesforce
in settings, company information and then search for โinstanceโ.
Query configurationยถ
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. Click here for examples.
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