# Salesforce connection setup

## Prerequisites

* A Salesforce account

## Setting up the connection

1. In Salesforce, navigate to the "App Manager" section and create a new connected app. Enter the name and contact information for the app.
2. Enable OAuth settings and enter the callback URL `http(s)://YOUR_UIBAKERY_IP_OR_DOMAIN/salesforce-oauth-callback`.
3. In the "Selected OAuth Scopes" section, add all the necessary OAuth scopes. Make sure to include `access and manage your data` and `perform requests on your behalf at any time`. Even though `Full access` is an option, it's important to note that it doesn't grant all the necessary permissions.
4. Save the connected app and make a note of the Consumer Key (Client ID) and Consumer Secret (Client Secret).
5. Save Client ID and Client Secret to the `UI_BAKERY_SALESFORCE_CLIENT_ID` and `UI_BAKERY_SALESFORCE_CLIENT_SECRET` environment variables and restart the docker container.
6. In UI Bakery, create a new Salesforce data source and enter the Salesforce URL.
7. Test the connection to ensure it is successful.

## Troubleshooting

* If you encounter an error message when testing the connection, double-check that the callback URL and OAuth scopes are correctly configured in Salesforce.
* Make sure your Salesforce instance URL ends in `.salesforce.com`
* Make sure that the correct permissions are granted to the connected app


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