Salesforce connection setup
- A Salesforce account
- 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
andperform requests on your behalf at any time
. Even thoughFull 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
andUI_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.
- 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
Last modified 4mo ago