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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, if we selected "Contacts" as the business object ,all relevant details pertaining to the Salesforce API corresponding to the "Contacts" business object will populate across the required fields.

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Here from the above image we can see that the HTTP method is set to GET and API endpoint url field is populated with value  :

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


provide all the necessary details of the instance to which you want to connect in the API endpoint url and also the query


Authorization values are also prefilled for Salesforce APIs in our eZintegrations.

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In the Refresh Token Enpoint Body fill in all the required details like 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}}

 





 


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