Salesforce
Setup Guide
Prerequisites
Sign up for a free Salesforce Developer account.Step 1: Create a Salesforce External Client App
In order to fetch data from the Salesforce API, you will need to create an External Client App. Navigate to the New External Client App page- Log in to the Salesforce Developer Portal.
- In the top right corner of the homepage, click on the gear icon and select
Setup. - In the left sidebar, select Platform Tools > Apps > App Manager.
- Click on the
New External Client Appbutton.
- Under the Basic Information section, enter your app details. Select
Packagedfor Distribution State since the app will be installed by your customers. - Click on the API (Enable OAuth Settings) section to expand it and check the
Enable OAuthcheckbox. - Under the App Settings section, enter the Strata OAuth callback URL.
- The Strata OAuth callback URL is displayed in the Strata dashboard after you create the Salesforce integration. It is:
-
Select at least the following required scopes:
- Access the identity URL service (id, profile, email, address, phone)
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
-
Under Flow Enablement, select
Enable Authorization Code and Credentials Flow. -
Click the
Createbutton to save your app.
Step 2: Get your Consumer Key and Consumer Secret
- In the left sidebar, select Platform Tools > Apps > External Client Apps > External Client App Manager.
- Click on the Settings tab then expand the OAuth Settings section and click on the
Consumer Key and Secretbutton to view your credentials.
Step 3: Create the Salesforce Integration in Strata
Go to the Strata Integrations Catalog and select Salesforce. Input your app’s Consumer Key, Consumer Secret, and the scopes you requested.It’s important that the scopes provided in the Strata dashboard exactly match
the scopes you requested in your Salesforce app.
+ Test Connection button to verify the OAuth flow is configured correctly.