Salesforce

​

Creating a Salesforce connection

• OAuth
• Client Secret

​

Using OAuth

​

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.

​

Using Client Secret

• 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.

​

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 Connected App.
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
   
5. Click Save. A summary page is displayed.
6. Click Manage Consumer Details.
7. Copy the Consumer key and Secret.
8. In the upper right-corner, click on your profile and click Settings.
9. In the left panel, navigate to My Personal Information > Reset My Security Token.
10. Click Reset Security Token.
11. Go to your email inbox and copy the Security token.

​

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.