🔌Setting up a Salesforce Connector
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This connector is dedicated to extract CRM data from the salesforce
REST API. First step is to create a connected app in Salesforce.
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.
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 the Salesforce
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 Provider’s configuration form. The Data Provider’s configuration form will pop-up, you need to fill only 2 parameters:
Name
, for example “Saleforce”
Instance Url
, you can retrieve this information from Salesforce
in settings, company information and then search for “instance”.
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.