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Connecting Data Sources

Connecting Salesforce as a Source :


Step 1 : Choose the Source Type as 'API'.

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Step 2 : Enter 'Salesforce' in the product search field and select 'Salesforce' from the dropdown options.

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Step 3 : According to the requirements, pick the Salesforce business object from the available dropdown menu.



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Note : In case the desired business object isn't listed in the dropdown, users have the option to create both a new product and a new business object by selecting the 'Create New' option within the product name dropdown menu.

Step 4 : After selecting the business object, all relevant details pertaining to the Salesforce API corresponding to the chosen business object will populate across the required fields within the API section.


For example, upon selecting 'Contacts' as the designated business object, all pertinent information linked to the Salesforce API specifically tailored for the 'Contacts' category will populate within the respective fields

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From the image above, it's evident that the HTTP method is configured as GET, and the API endpoint URL field is populated with a value  :

https://{{instance identifier}}-dev-ed.my.salesforce.com/services/data/v25.0/query/?q={{query}}

Please include all the important information about the instance you want to connect to Salesforce in the API endpoint URL.


In eZintegrations, the Authorization values for Salesforce APIs are automatically populated. Users only need to input the necessary details in the Refresh Token Endpoint body.

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Within the Refresh Token Endpoint Body, ensure to input all necessary details including grant_type, client_id, client_secret, username, and password.

grant_type={{grant_type}}&client_id={{client_id}}&client_secret={{client_secret}}&username={{user_name}}&password={{password}}

After completing all the required details, the user can establish the connection to Salesforce.







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