Add your application by wizard
You can add your application via the integration wizard, you can find the button for this on the dashboard page.
After clicking the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.
Click next and in the following screen you can add your applications that you want to connect. Search for Salesforce and click on the Application.
For Salesforce, the following fields need to be filled in for a successful connection to be established.
Display Title: The name of the application, no special requirements.
- This can be useful if there are multiple Salesforce applications, to be able to distinguish between them.
Domain Name: The domain name of Salesforce
- This can be found in the URL of the salesforce environment
Salesforce Domain name
- The domain name of the website will appear after the "https://" or "http://" protocol and before any additional paths or parameters.
- Take note of the domain name, which usually consists of a combination of letters, numbers, and sometimes hyphens, followed by a top-level domain (TLD) such as ".com," ".org," or ".net."
Copy the domain name.
Go back to our APIcenter wizard and paste the Domain Name in the corresponding input fields, click save to save the application credentials, and click test connection to complete.
After saving the salesforce application, click the Authorize button on the Application Settings. Before you can use the Application, Salesforce wants to verify that you as a user are authorized to use the API.
The Authorize button will open a new window, in which you will need to enter your Salesforce login credentials. Afterwards you will need to allow the connection to be created.
If the process was successful, the connection can be tested, and will return a green check mark.
In step 3 you can select the packages that you want to make use of. These packages are the flows that determine what data is send from and to Salesforce.