Connect to Salesforce

To connect Salesforce with App Studio

1. In App Studio, in the navigation pane, choose Connectors in the Manage section. You will be taken to a page displaying a list of existing connectors with some details about each.

2. Choose + Create connector.

3. Choose Salesforce from the list of connector types to open the connector creation page.

4. Take note of the Redirect URL, which you will use to configure Salesforce in the following steps.

5. The next step is to create a connected app in Salesforce. In another tab or window, navigate to your Salesforce instance.

6. In the Quick Find box, search App Manager and then select App Manager.

7. Choose New Connected App.

8. In Connected App Name and API Name, enter a name for your app. It does not have to match your App Studio app name.

9. Provide contact information as needed.

10. In the API (Enable OAuth Settings) section, enable Enable OAuth Settings.

11. In Callback URL, enter the Redirect URL you noted earlier from App Studio.

12. In Selected OAuth Scopes, add the necessary permissions scopes from the list. App Studio can interact with Salesforce REST APIs to perform CRUD operations on five objects: Accounts, Cases, Contacts, Leads, and Opportunities. It is recommended to add Full access (full) to ensure that your App Studio app has all relevant permissions or scopes.

13. Enable Require Secret for Web Server Flow and Require Secret for Refresh Token Flow to follow the best security practices.

14. App Studio supports both of the following authentication flows:

    • Client Credentials Flow: Ideal for server-to-server interactions where the application acts on its own behalf without user interaction. For example, listing all leads information for a team of temporary employees who do not have Salesforce access.

    • Authorization Code Flow: Suitable for applications that act on behalf of a user, such as personal data access or actions. For example, listing each sales manager’s leads sourced or owned by them to perform other tasks through this app.

    • For the Client Credentials Flow:

      1. Enable Enable Client Credentials Flow. Review and confirm the message.

      2. Save the app.

      3. You must select an execution user, although there is no user interaction in the flow. By selecting an execution user, Salesforce returns access tokens on behalf of the user.

         1. In the App Manager, from the list of apps, choose the arrow of the App Studio app and choose Manage.

         2. Choose Edit Policies

         3. In Client Credentials Flow, add the appropriate user.

    • For the Authorization Code Flow, enable Enable Authorization Code and Credentials Flow

15. Salesforce provides a Client ID and Client Secret, which must be used to configure the connector in App Studio in the following steps.

    1. In the App Manager, choose the arrow of the App Studio app and choose View.

    2. In the API (Enable OAuth Settings) section, choose Manage Consumer Details . This may send an email for a verification key, which you need to enter for confirmation.

    3. Note the Consumer Key (Client ID) and the Consumer Secret (Client Secret).

16. Back in App Studio, configure and create your connector by filling out the following fields.

17. In Name, enter a name for your Salesforce connector.

18. In Description, enter a description for your Salesforce connector.

19. In Base URL, enter the base URL for your Salesforce instance. It should look like this: https://hostname.salesforce.com/api/services/data/v60.0, replacing hostname with your Salesforce instance name.

20. In Authentication method, ensure OAuth 2.0 is selected.

21. In OAuth 2.0 Flow, select the OAuth authentication method and fill out the related fields:

    • Select Client credentials flow for use in applications that act on their own behalf, for system-to-system integrations.

      1. In Client ID, enter the Consumer Key obtained previously from Salesforce.

      2. In Client secret, enter the Consumer Secret, obtained previously from Salesforce.

      3. In Access token URL, enter the OAuth 2.0 token endpoint. It should look like this: https://hostname/services/oauth2/token, replacing hostname with your Salesforce instance name. For more information, see the Salesforce OAuth Endpoints documentation.

      4. Choose Verify connection to test the authentication and connection.

    • Select Authorization code flow for use in applications that act on behalf of the user.

      1. In Client ID, enter the Consumer Key obtained previously from Salesforce.

      2. In Client secret, enter the Consumer Secret, obtained previously from Salesforce.

      3. In Authorization URL, enter the authorization endpoint. It should look like this: https://hostname/services/oauth2/authorize, replacing hostname with your Salesforce instance name. For more information, see the Salesforce OAuth Endpoints documentation.

      4. In Access token URL, enter the OAuth 2.0 token endpoint. It should look like this: https://hostname/services/oauth2/token, replacing hostname with your Salesforce instance name. For more information, see the Salesforce OAuth Endpoints documentation.

22. In Operations, select the Salesforce operations that your connector will support. The operations in this list are predefined and represent common tasks within Salesforce, such as creating, retrieving, updating, or deleting records from common objects.

23. Choose Create. The newly created connector will appear in the Connectors list.