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Salesforce
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Last updated
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UI Bakery allows you to easily connect to Salesforce with no need for additional layers like APIs and 3rd-party services. You can connect Salesforce as a standalone data source, or via an HTTP data. source.
To connect your Salesforce datasource, follow the below steps:
go to the Data sources tab - Connect - choose Salesforce from the list of the data sources
set your data source a name and specify the Salesforce URL (not required):
click Connect to Salesforce and authorise the access in the Salesforce app. After that, click Test Connection to ensure the connection can be established. Once the test is successful, click Connect Data source.
Create a new connected app in Salesforce:
Enter the name and contact information for the app.
In the Selected OAuth Scopes section, add all the necessary OAuth scopes. Make sure to include 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.
5. Save the connected app and make note of the Consumer Key (Client ID) and Consumer Secret (Client Secret).
In UI Bakery, follow these steps to configure the Salesforce data source:
Navigate Data sources - Connect - choose HTTP API from the list.
In Authentication settings, choose OAuth2.
Specify the client ID, client secret, authorization URL and access token URL:
Click Connect to complete the setup.
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.
Select Enable OAuth Settings, and enter the callback URL
Due to On-Premise version , connection to the Salesforce requires additional setup — .
