Connectors & Helpers
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Salesforce
Authorize and authenticate Salesforce
To authenticate SalesForce:
- 1.Go to Settings > Connector Auth
- 2.Click Add
- 3.In the opened dialogue window, select SalesForce as a connector
- 4.Enter your complete Salesforce instance subdomain including the version number and the last trailing slash, e.g. https://eu29.salesforce.com/services/data/v50.0/ --> Where eu29 is your instance.
- 5.Since there is only the newest Oauth2 auth method available for Salesforce, click Confirm and sign in at SalesForce
- 6.Upon successful authentication, you are redirected back to the Settings > Connector screen in our app. The status should be `Successfully authenticated via Oauth2`. Now you can use the auth method for any flow
Example: Salesforce Opportunity Views:
https://eu29.salesforce.com/services/data/v50.0/sobjects/Opportunity/listviews --> Where eu29 is your instance.
How doe the endpoint logic of SalesForce work. To get one Opportunity:
https://eu29.salesforce.com/services/data/v50.0/sobjects/Opportunity/0072Y000010hcSTQAO --> Where eu29 is your instance.
- Green: the version of the API. This changes frequently and can simply be updated.
- Red: the Object type, e.g. Account, Opportunity, Contact, Task, Campaign, etc.
- Orange: Object ID
For any troubleshooting, always look in the domain in the Flow Debugger, e.g.: https://eu29.salesforce.com/setup/secur/RemoteAccessErrorPage.apexp?error=invalid_scope&error_description=the+requested+scope+is+not+allowed
--> the domain often includes error messages from Salesforce
Helpful links
Last modified 1mo ago
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