Salesforce
Authorize and authenticate Salesforce
To authorize 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/v55.0/ --> Whereeu29is 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
Logging in with a custom domain
In case you need to use your organization's specific Salesforce domain to login, you need to click on Use Custom Domain just below the username and password field:
Salesforce Login
Getting your API domain: For Salesforce LIGHTNING, please switch back to the old Salesforce version and get your domain there incl. subdomain until
.com/
Then add/services/data/v50.0/ to it.Using Actions
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
Get Entities
To get entities, use the Action "Queries Get Entity Objects":
- 1.Determine the Entity
- 2.Determine the fields or add new fields by typing and clicking on them
- 3.Specify the where clause to limit your results. You can find more details about how to specify the where-clause here on SalesForce docs.
Create / update actions
Each entity has Create and Update actions:
Select the create or update action correspondingly.
Helpful links
Last modified 5d ago