🔌[WIP] Setting up a Salesforce Connector

Salesforce Connector¶

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 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.

Data Provider’s configuration¶

Once the credentials are configured, add your connector:

Navigate to the connector interface from the DATA section in Toucan studio.

  • 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”.

Data Source configuration¶

There are 2 fields to fill,

  • Domain, for example “Accounts”

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

And you’re all set ! Your Salesforce Connector is ready to rumble !

Last updated