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Salesforce

Category: Direct connection · REST

CRM platform. Connects via multiple protocols.

Connection requirements​

  • Environment URL
  • Client ID
  • Client secret

Setup​

Get the Consumer ID and secret from the App Manager.

Where to find these​

  • Environment URL — this is your Salesforce My Domain / login URL, e.g. https://<yourcompany>.my.salesforce.com. Find your My Domain under Setup → Company Settings → My Domain.
  • Client ID (Consumer Key) + Client secret (Consumer Secret) — create a Connected App via Setup → App Manager → New Connected App. Turn on Enable OAuth Settings, set a callback URL and the required OAuth scopes, and save. Then open the app in App Manager → Manage Consumer Details to view and copy the Consumer Key (Client ID) and Consumer Secret (Client secret).

Official documentation: Salesforce — Connected App / OAuth client credentials.

See also: Integration catalog · All data source requirements · Integrations — overview