Salesforce

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Creating a Salesforce connection

Create the connection by using one of the following methods:

• OAuth
• Client Secret

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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).
• To create an app in Salesforce and get Consumer ID and Secret.

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Obtaining the credentials

1. In your Salesforce account, in the upper right corner next to user icon, click Setup.
2. In the left panel, navigate to Apps > App Manager.
3. In the upper-right corner, click New External Client App.
4. In the Basic Information fill the following fields:
   • External Client App Name
   • API Name
   • Contact Email
   • Distribution State to Local
   
5. In the API (Enable OAuth Settings) select Enable OAuth.
6. In the App Settings add a Callback URL(You can use https://example.com since this field is not relevant for this type of OAuth but it’s still required).
7. In the same category add the scopes:
   • Perform requests at any time (refresh_token, offline_access)
   • Manage user data via APIs (API)
   
8. In the Flow Enablement select:
   • Enable Client Credentials Flow
   
9. Click Create
10. Click on Policies, then click on Edit.
11. In OAuth Policies select Enable Client Credentials Flow, then fill Run As (Username), then Save.
12. Click on Settings, then under OAuth Settings click on Consumer Key and Secret.
13. Copy your credentials and use them to create a connection on Blink.

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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
6. (Optional) Click Test Connection to test it.
7. Click Create connection. The new connection appears on the Connections page.