Connecting Data Sources

Connecting Salesforce as a Source :

Step 1 : Choose the source type as 'API'.

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

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

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, ifupon weselecting selected "Contacts"'Contacts' as the designated business objectobject, ,all relevantpertinent detailsinformation pertaininglinked to the Salesforce API correspondingspecifically totailored for the "Contacts"'Contacts' business objectcategory will populate acrosswithin the requiredrespective fields.fields

Here fromFrom the above image weabove, canit's seeevident that the HTTP method is setconfigured toas GETGET, and the API endpoint urlURL field is populated with a value   :

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

providePlease include all the necessaryimportant detailsinformation ofabout the instance to which you want to connect to in the API endpoint url and also the queryURL.

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

InWithin the Refresh Token EnpointEndpoint BodyBody, fillensure into input all the requirednecessary details likeincluding grant_type, client_id, client_secret, usernameusername, 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.