Salesforce

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Last updated Sep 19, 2023

Install Guide

Get Salesforce API Key

In the Salesforce web interface, go to the Account menu and click Setup. From the Apps list, select App Manager and click New Connected App. Go to the API (Enable OAuth Settings) section and click Manage Consumer Details. Note that the button is not visible if you enter through the Connected Apps menu.

Managing connected apps

Note the Consumer Key and Consumer Secret.

Manage consumer details

Set Up Connect Profile

Go to Settings > Connect Profiles and click the Add button. Select the profile type as salesforce and enter the details:

Salesforce connect profile

  • Subdomain: Salesforce subdomain
  • User: Salesforce login account (email)
  • Password: Salesforce login password
  • Consumer Key: Consumer key
  • Consumer Secret: Consumer secret
  • Security Token: A security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application. When a user changes a password or resets a security token, Salesforce sends a new security token to the email address on the user's Salesforce record.