Salesforce

INFO

This page explains the steps you need to follow to set up the Salesforce connection in Automatisch. If any of the steps are outdated, please let us know!

1. Go to your Salesforce dasboard.
2. Click on the gear icon in the top right corner and click Setup from the dropdown.
3. In the Platform Tools section of the sidebar, click Apps > App Manager.
4. Click the New Connected App button.
5. Enter necessary information in the form.
6. Check Enable OAuth Settings checkbox.
7. Copy OAuth Redirect URL from Automatisch and paste it to the Callback URL field.
8. Add any scopes you plan to use in the Selected OAuth Scopes section. We suggest full and refresh_token, offline_access scopes.
9. Uncheck "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" checkbox.
10. Check "Enable Authorization Code and Credentials Flow" checkbox
11. Click on the Save button at the bottom of the page.
12. Acknowledge the information and click on the Continue button.
13. In the API (Enable OAuth Settings) section, click the Manager Consumer Details button.
14. You may be asked to verify your identity. To see the consumer key and secret, verify and proceed.
15. Copy the Consumer Key value from the page to the Consumer Key field on Automatisch.
16. Copy the Consumer Secret value from the page to the Consumer Secret field on Automatisch.
17. Click Submit button on Automatisch.
18. Now, you can start using the Salesforce connection with Automatisch.