Salesforce

Salesforce is the world's leading CRM platform for managing customer relationships, sales, service, and marketing.

Authentication Types

Salesforce supports 1 authentication method:

• OAuth - Create your own Salesforce Connected App. Every user connects with their Salesforce account.
  • Pros: Full control, per-user tracking, production-ready
  • Cons: Requires Salesforce admin access

General Settings

Before using the connector, you need to configure:

• Salesforce Instance URL - Your Salesforce instance URL (e.g., https://yourcompany.salesforce.com)

Setting up OAuth

1. Log in to your Salesforce org as an administrator

2. Go to Setup (gear icon in the top right)

3. In the Quick Find box, search for App Manager

4. Click New Connected App

5. Fill in the Basic Information:
   • Connected App Name: Give it a descriptive name (e.g., "Webrix Integration")
   • API Name: Auto-generated from the name
   • Contact Email: Your email address

6. Under API (Enable OAuth Settings):
   • Check Enable OAuth Settings
   • Callback URL: Copy the Redirect URL from Webrix and paste it here
   • Selected OAuth Scopes: Add the scopes you need (e.g., Full access (full), Perform requests at any time (refresh_token, offline_access))

7. Click Save

8. Click Continue on the confirmation dialog

9. Wait a few minutes for the app to be created (Salesforce may take 2-10 minutes)

10. Go back to App Manager and find your Connected App

11. Click the dropdown arrow and select View

12. Click Manage Consumer Details

13. Verify your identity if prompted

14. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret)

15. In Webrix, paste the Consumer Key and Consumer Secret

16. Enter your Salesforce Instance URL in General Settings

17. Select the same scopes you configured in Salesforce

18. Click Save Changes