Salesforce

UI Bakery allows you to easily connect to Salesforce with no need for additional layers like APIs or third-party services. You can connect Salesforce as a standalone data source or via an HTTP data source.

Configuration

Connecting Salesforce as a standalone data source

1. On the Data sources page, click Connect, and select Salesforce in the Data sources list.

2. Give your data source a name and specify the Salesforce URL (optional).

3. Click Connect to Salesforce and authorize the access in the Salesforce app.

4. Finally, click Test connection to check whether the connection can be established, and then click Connect Datasource to complete the setup.

Connecting Salesforce as an HTTP data source

Prerequisites

First, you need to create a connected app in Salesforce. To do so, follow the instruction below:

1. In Lightning Experience, open Setup, navigate to Apps > App Manager and click New Connected App.

In Salesforce Classic, open Setup, navigate to Build > Create > Apps, scroll down to Connected Apps, and click New.

1. Specify all the required information in the Basic Information section.

2. Next, select the Enable OAuth Settings checkbox in the API section:

   1. Specify the following Callback URL - https://cloud.uibakery.io/datasource-auth/callback.

   2. In Selected OAuth Scopes, add all the OAuth scopes you need. Make sure to add the Perform requests at any time scope.

Even though the Full access scope is a valid option that you can add, it's important to note that it doesn't grant all the necessary permissions.

1. Click Save.

You'll be redirected to the Manage Connected Apps page. There, you can click Manage Consumer Details in the API section to copy the Consumer Key and Consumer Secret that will be required later.

Connecting the data source

Now, in UI Bakery, follow these steps to configure the Salesforce data source:

1. On the Data sources page, click Connect, and select HTTP API in the Data sources list.

2. In the Authentication settings dropdown, select OAuth2.

3. Next, in the OAuth2 Flow dropdown, select the flow you need:

   1. Authorization Code Flow

   2. Client Credentials Flow

   3. Password Grant

Authorization Code Flow

1. First, in your Connected App, deselect the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox in the API section and wait for up to 10 min for the changes to take effect.

1. Next, go back to the data source connection window and specify the Client ID (=Consumer Key) and Client secret (=Consumer Secret) from your connected app.

2. As the Authorization URL, specify https://login.salesforce.com/services/oauth2/authorize.

3. As the Access Token URL, specify https://login.salesforce.com/services/oauth2/token.

Client Credentials Flow

1. First, in your Connected App, select the Enable Client Credentials Flow checkbox in the API section and wait for up to 10 min for the changes to take effect.

1. Next, also in the Connected app settings you should assign a Client Credentials User.

1. Now, go back to the data source connection window and specify the Client ID (=Consumer Key) and Client secret (=Consumer Secret) from your connected app.

2. As the Access Token URL, specify the following: https://your_salesforce_domain_url/services/oauth2/token.

1. Click Connect to API first and then Connect Datasource to complete the setup.

Troubleshooting

• If you encounter an error message while 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.

On-premise connection

Due to the on-premise version limitations, connection to Salesforce there requires additional setup. Refer to this page for more details👇

Salesforce connection setup

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Usage

Once you've established the connection between UI Bakery and Salesforce, you can start interacting with its data.

If you've connected Salesforce as a standalone data source, the SQL Query action type is supported for this data source.

If you've connected Salesforce as an HTTP data source, the HTTP Request action type is supported for this data source.