Authorize and authenticate Salesforce

To authenticate SalesForce:

  1. Go to Settings > Connector Auth
  2. Click Add
  3. In the opened dialogue window, select SalesForce as a connector
  4. Enter your complete subdomain including the version number and the last railing slask, e.g.
  5. Since there is only the newest Oauth2 auth method available for Salesforce, click Confirm and sign in at SalesForce
  6. Upon successful authentication, you are redirected back to the Settings > Connector screen in our app. The status should be `Successfully authenticated via Oauth2`. Now you can use the auth method for any flow

Example: Salesforce Opportunity Views:

How doe the endpoint logic of SalesForce work. To get one Opportunity:

  • https://my-sales-force-subdomain: Your accounts particular sub-domain you need to create
  • A standard domain that is always needed
  • Green: the version of the API. This changes frequently and can simply be updated.
  • Red: the Object type, e.g. Account, Opportunity, Contact, Task, Campaign, etc.
  • Orange: Object ID

For any troubleshooting, always look in the domain in the Flow Debugger, e.g.:

--> the domain often includes error messages from Saelsforce

Helpful links

Field references for all objects