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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.

  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.

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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.