# Salesforce SOQL

UI Bakery allows you to easily connect to Salesforce SOQL with no need for additional layers like APIs or third-party services. \
You can connect Salesforce SOQL as a [standalone data source](#connecting-salesforce-as-a-standalone-data-source) or via an [HTTP data source](#connecting-salesforce-as-an-http-data-source).

## Configuration

### Connecting Salesforce SOQL as a standalone data source

1. On the **Data sources** page, click **Connect**, and select *Salesforce SOQL* 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.

<figure><img src="/files/tioVHQXehTWzT3pSPkvN" alt=""><figcaption></figcaption></figure>

### Connecting Salesforce SOQL as an HTTP data source

#### Prerequisites

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

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

<figure><img src="/files/4QDGuZbejPgZanXoXrej" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/loQbjHxDIJj7ecAmLcp3" alt=""><figcaption></figcaption></figure>

2. Specify all the required information in the *Basic Information* section.
3. 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.&#x20;

{% hint style="warning" %}
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.
{% endhint %}

<figure><img src="/files/LTdeUf6rBFlOdlqc1zkn" alt=""><figcaption></figcaption></figure>

4. 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*

<details>

<summary><strong>Authorization Code Flow</strong></summary>

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.

<figure><img src="/files/v96IEDOMnUgBctlJcGbf" alt=""><figcaption></figcaption></figure>

2. 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.
3. As the **Authorization URL**, specify `https://login.salesforce.com/services/oauth2/authorize`.
4. As the **Access Token URL**, specify `https://login.salesforce.com/services/oauth2/token`.

<figure><img src="/files/l8MihgEKd5fqBizG8Jwy" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary><strong>Client Credentials Flow</strong></summary>

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.

<figure><img src="/files/pjjB2mrI3vqE97RePaq2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/nMXbnJIo5GrhLizBh6vx" alt=""><figcaption></figcaption></figure>

3. 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.
4. As the **Access Token URL**, specify the following:\
   \
   `https://your_salesforce_domain_url/services/oauth2/token`.

<figure><img src="/files/Y3VwD2S2sLQs562bZ0bt" alt=""><figcaption></figcaption></figure>

</details>

4. 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](/on-premise/ui-bakery-on-premise.md#limitations), connection to Salesforce SOQL there requires additional setup. Refer to this page for more details:point\_down:

{% content-ref url="/pages/2tCyY82WzJ9buHEbWntB" %}
[Salesforce connection setup](/on-premise/additional-configurations/salesforce-connection-setup.md)
{% endcontent-ref %}

***

## Usage

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

If you've connected Salesforce SOQL as a [standalone data source](#connecting-salesforce-as-a-standalone-data-source), the [SQL Query](/reference/working-with-actions/sql-query.md) action type is supported for this data source.

If you've connected Salesforce SOQL as an [HTTP data source](#connecting-salesforce-as-an-http-data-source), the [HTTP Request](/reference/working-with-actions/http-request.md) action type is supported for this data source.


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