Settings for Salesforce

This page helps you set up the Salesforce connection.

Important

Before starting, make sure that you have a Salesforce account.

  1. In your Web browser, go to https://login.salesforce.com/.
  2. In the Username and Password fields, enter your credentials and click on Log in.
  3. In the left menu, under the Platform Tools section, click on Apps and select App Manager.
  4. In the upper-right hand corner, click on New Connected App.
  5. Under the Basic Information section, in the Connected App Name field, enter a name to easily identify this Connected App when it will be in the list.
Note

By default, the API Name field will be automatically filled in.

  1. In the Contact Email field, enter a valid email address.
  2. Under the API (Enable OAuth Settings) section, tick the Enable OAuth Settings checkbox.
  3. For the Callback URL field, you need to:
    1. Go back to DataSync and create a new Source Connection.
    2. In the list, select Salesforce.
    3. Copy the address from the Callback URL field in DataSync and paste it into the Callback URL field in Salesforce.
  4. In the Available OAuth Scopes list, select the Permission Level you want to apply and add it to the Selected OAuth Scopes list.
  5. Click on the Save button located at the top or bottom of the page.
  6. In the Confirmation screen, click on Continue.
Important

As suggested by the Summary screen, you must wait between 2 to 10 minutes before using this Connected App, you can still finish setting up the Salesforce connection in DataSync during this waiting period.

  1. In the Summary screen, under the API (Enable OAuth Settings) section, copy the Consumer Key and paste it into the Client ID field in DataSync.
  2. In the right section, next to the Consumer Secret field, click on Click to reveal to display its content.
  3. Copy the Consumer Secret content and paste it into the Client Secret field in DataSync
  4. Once these fields are filled in, in the Description field, enter a name for this Source connection and change the other settings (Tracking type etc.) according to your preferences.
  5. Click on Save only if you waited for at least 2 to 10 minutes.
Important

If you did not wait enough, you will see this error:

If this error occurs:

  • Wait a little longer and go back to DataSync.
  • Go to the Connections page, select your Salesforce source connection and click on the pencil icon to edit it.
  • Click on Authenticate and Save.
  • In the Allow Access screen, click on Allow.
  1. Your Salesforce connection is now correctly set.

Updating the CallBack URL address

If you need to update the address in the CallBack URL field in Salesforce because you already had a Connected App for example, do as follows:

  1. In your Web browser, go to https://login.salesforce.com/.
  2. In the Username and Password fields, enter your credentials and click on Log in.
  3. In the left menu, under the Platform Tools section, click on Apps and select App Manager.
  4. In the list, click on the drop-down icon of the Connected App you want to change and click on Edit.
  5. Change the address of the CallBack URLfield by following what described above in Step 8 and click on Save to apply changes.
Important

Remember, you must wait between 2 to 10 minutes before using this Connected App to allow the changes to be applied.