TABLE OF CONTENTS
- Configuring Salesforce
- Creating a New Connected App (Settings Required)
- Manage Connected App
- Configuring the Salesforce Connection
To add a Salesforce Connection, go to the Connections page which is accessed via Menu -> Connected Data -> Connections.
NOTE: Salesforce connections are only available on Premium accounts.
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You must be an Administrator-level user to see this option.
- Click the ADD CONNECTION button on the top-right of the page to add a new connection. This will bring up a list of connections from which you can choose.
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Configuring Salesforce
Log into your Salesforce account and navigate to Setup>Setup for current app (cog icon top right).
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Next:
- On the left-hand menu, click on User Interface>Apps>App Manager
- Click on New Connected App on the top right-hand corner
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Creating a New Connected App (Settings Required)
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1) Basic Information
- Connected App Name
- API Name
- Contact Email
2) API (Enable OAuth Settings)
- Check the Enable OAuth Settings option
3) The Callback URL can be found on Forms On Fire Web portal after adding a SalesForce Connection
4) Selected OAuth Scopes - The following scopes need to be selected:
- Access and manage your data (api)
- Access your basic information (id, profile, email, address, phone)
- Perform requests on your behalf at any time (refresh_token, offline_access)
Manage Connected App
After the app is created, the following details are required for configuring your Salesforce Connection:
1) Company Domain
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2) Consumer Key
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3) Consumer Secret
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Configuring the Salesforce Connection
Add your Company Domain, Consumer Key and Consumer secret to your Salesforce Connection.
In addition, if your account is a Sandbox Account, check the Sandbox Account option.
On the top-right of the page, hit the “Save”button.
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For the final step, hit “Authorize” on the SalesForce Connection to authenticate using your SalesForce login details.
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Once the connection has been authenticated successfully, the platform will indicate this via a green connected tick.
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For more information on pushing and pulling data to/from Salesforce, the following articles might be of interest: