Saleforces¶
Note
Your site must run under https to allow salesforce integration.
Note
You will need one of those Salesforce account: : Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Create a Connected Salesforce App¶
- Sign in to your Salesforce.com developer account. If you were in Salesforce Classic, switch to Lightning Experience
- Click Setup button located on top right of the header.
- In the left navigation column, under App Setup, select App Manager
- In the Connected Apps section, click New.
- Complete the Basic Information, and in the API section, select Enable OAuth Settings.
- In the new OAuth settings that appear, for Callback URL, type the fully qualified domain name of your server, using the https protocol, and append the following text to the URL: https://your_site_domain/auth/integration/salesforce/callback
For example: Move the following items from Available OAuth Scopes to Selected OAuth Scopes: - Access and manage your data (api) - Access your basic information (id) - Perform requests on your behalf at any time (refresh_token)
- Click Save
Get API Credentials¶
- Back to App Manager, scroll to your new app, click More Button, select View.
- In next screen, you will get your App credentials
- After you save the app, Salesforce populates the API section with the following IDs that you will use to configure: Consumer Key, Consumer Secret, Callback URL.
Integrate with your site¶
Open Administration page, navigate to Settings->Integrations. Fill the Salesforce form with following value:
- Consumer Key
- Consumer Secret
- Callback URL: https://your_site_domain/auth/integration/salesforce/callback
- Login URL: https://login.salesforce.com