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Creating a Salesforce connection

Create the connection by using one of the following methods:

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Using OAuth

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Creating your connection

  1. In the Blink platform, navigate to the Connections page > Add connection. A New Connection dialog box opens displaying icons of external service providers available.
  2. Select the Salesforce icon. A dialog box with name of the connection and connection methods appear.
  3. (Optional) Edit the name of the connection. At a later stage you cannot edit the name.
  4. Click Salesforce to authenticate using OAuth.
  5. Sign in using your credentials.

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Using Client Secret

To create the connection you:
  • Salesforce instance URL (e.g. https://<my_instance_name>.my.salesforce.com).
  • Salesforce username and password. (The one used to connect your Salesforce developer account.)
  • To create an app in Salesforce and get consumer ID and secret.
  • Your Salesforce security token.

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Obtaining the credentials

  1. In your Salesforce account, in the upper right corner next to user icon, click Setup. GoToSetup
  2. In the left panel, navigate to Apps > App Manager. AppManager
  3. In the upper-right corner, click New Connected App. GoToNewConnectedApp
  4. In the API (Enable OAuth Settings) tab:
    • Select Enable OAuth Settings
    • Select Enable for Device Flow
    • Select Manage user data via APIs (api) in OAuth scopes
    AppSetup
  5. Click Save. A summary page is displayed.
  6. Click Manage Consumer Details. AddConsumerDetails
  7. Copy the Consumer key and Secret. ConsumerDetails
  8. In the upper right-corner, click on your profile and click Settings. GoToAccountSettings
  9. In the left panel, navigate to My Personal Information > Reset My Security Token. GoToPersonalInformation
  10. Click Reset Security Token. ResetSecurityToken
  11. Go to your email inbox and copy the Security token. CopySecurityToken

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Creating your connection

  1. In the Blink platform, navigate to the Connections page > Add connection. A New Connection dialog box opens displaying icons of external service providers available.
  2. Select the Salesforce icon. A dialog box with name of the connection and connection methods appears.
  3. (Optional) Edit the name of the connection. At a later stage you cannot edit the name.
  4. Select Client Secret as the method to create the connection.
  5. Fill in the parameters:
    • The API address
    • The consumer ID and secret
    • The username and password
    • The security token
  6. (Optional) Click Test Connection to test it.
  7. Click Create connection. The new connection appears on the Connections page.