Fusion's Salesforce connector uses a Connect App to access Salesforce data. This article explains how to create a Connected App and how use it with the Salesforce connector.
Creating a Connected App
- Log in to Salesforce.
- In the top right menu bar, open the All Setup option.
- In the left panel, under the section Platform Tools, expand the Apps option and click the App Manager.
The panel at the right will display the existing connected apps.
- In the top right, click the New Connected App button.
- In the Basic Information section, set a Connected App name, API name, and contact email.
- In the API (Enable Oauth settings) section, check the Enable Oauth Settings property and additional fields will be displayed.
- Set the callback URL to a dumb URL like https://mydomain.com/auth.
- In the Selected OAuth Scopes section, pass the Access and manage your data option from the Available OAuth Scopes to Selected OAuth Scopes.
- Go to the bottom of the page and save the Connected App configuration. The following message will be displayed, click Continue button.
The Connected App configuration will be displayed. To create a Salesforce connector in Fusion, it is necessary to get the Consumer Key and Consumer secret values from the connected App.
Get the security token
When connecting to Salesforce through the API, it is necessary to get a security token and append it to your password in order to create the Salesforce datasource in Fusion.
- Go to User Settings, in the top right menu.
- On the left panel, go to Reset My Security Token and then click the Reset Security Token button.
- The security token will be sent to your email.
IMPORTANT: When creating a new Salesforce connector, the security token should be appended at the end of the password. Both, the password and security token, should be set in the Salesforce password field in the Salesforce connector configuration.
Create the Salesforce datasource in Fusion
- Go to Fusion and create a new Salesforce datasource.
- Set the following properties:
Data source Id
An id for Salesforce data source
The user used to log in in Salesforce
The password used to log in in Salesforce plus the security token
Salesforce Client Id
The Connected App Consumer key
Salesforce Client Secret
The Connected App Consumer secret
- Click Save.
The datasource should be created without problems.