The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.
On the Connections page:
- Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of connections.
- Click on the Salesforce option.
Configuring the Salesforce Connection
After adding a connection, fill in the required properties and save.
Company Domain
The unique name of your company’s Salesforce account, as seen in the web address when logging into Salesforce – e.g., mycompany.salesforce.com
Consumer Key
This is your Salesforce Connected App’s Consumer Key.
For more information, please see your Salesforce Developer Account.
Consumer Secret
This is your Consumer Secret generated by Salesforce when you create an app.
For more information, please see your Salesforce Developer Account.
Sandox Account
Allows for testing via a Salesforce sandbox account.
Callback URL
The URL that Salesforce will call back to once the authentication is successful.
https://eforms.mobileform.net/oauth2/salesforcecallback
Then, on the top right of the page, hit “Save”.
Finally, hit “Authorize” on the Salesforce Connection to authenticate using your login details.
Once authenticated successfully, the Connection’s status will display Connected in green.
Configuring Salesforce
Create a Connected App
1. Log in to your Salesforce account
2. Go to Setup Menu (cog icon at the top right) > Setup, and a new tab will open
3. Click App Launcher at the top left of the new tab. A menu will appear, then on the left side menu, go to Platform Tools > Apps > App Manager
4. Click on New Connected App in the top right-hand corner, and Create a Connected App
5. Creating a New Connected App (Settings Required)
1) Basic Information
- Connected App Name
- Contact Email
2) API (Enable OAuth Settings)
- Check the Enable OAuth Settings option
3) The Callback URL needed here can be found on the Salesforce Connection in the Appenate web portal
4) Selected OAuth Scopes – The following scopes need to be selected:
- Manage user data via APIs (api)
- Access the identity URL service (id, profile, email, address, phone)
- Perform requests at any time (refresh_token, offline_access)
5) The Proof Key for Code Exchange (PKCE) option should remain unchecked, as the connection uses a secure Web Server Flow with a client secret, which already ensures a secure authentication process
6) Click on Save and then Continue
Manage Connected App (Consumer Key & Secret)
After the app is created, the following details are required for configuring your Salesforce Connection:
1) Company Domain
Your Salesforce company domain can be obtained from the browser’s URL when logging in to your account. Specifically, the part between “https://” and “.lightining”.
2) The Consumer Key and Consumer Secret are obtained from API (Enable OAuth Settings) > Manage Consumer Details
For more information on pushing and pulling data to and from Salesforce:
For these Connectors, Standard Objects | Object Reference for the Salesforce Platform | Salesforce Developers provides valuable information on what Salesforce objects and data are available through the Salesforce API.