Create a connection that will allow integration into Salesforce, a cloud-based customer relationship management (CRM) platform for sales, service and marketing. With this connection created, Salesforce data can be manipulated in Synatic to, for example, automatically capture sales orders from your e-commerce site or synchronize product information with your inventory system.
Creating a Salesforce Connection
Testing a Salesforce Connection
Ensure have a Salesforce account exists. Once an account exits, follow the instructions below to create a connection to Salesforce:
1. Click on the three menu dots (⋮) adjacent to the solution name (1).
2. From, there click the Create button > adjacent to the new solution (2) in the sidebar to expand it.
3. Select Connection from the options provided (3).
The connection creator page will pop up as illustrated in the image below.
4. Give the connection a name (the description is optional).
5. Click on the outlined icon to select the connection type.
6. Select the required Connection Type from the list as per the image below.
Alternatively, use the search bar outlined in green in the image below. In this example, the SQL connection type is selected. In this example, we're selecting Salesforce as the connection.
7. Configure the Connection Type by providing the required credentials.
oAuth is a protocol that will allow getting data from Salesforce without needing a password by using an authorization token to prove an identity between Synatic and Salesforce. This is the connection type used in this example.
8. Click on Logon to salesforce button (outlined in blue) in the Auth Token field illustrated in the image below, and then click on Login to Salesforce button (outlined in red) which appears on the right-hand side.
A screen will appear if the connection to Salesforce has been successful.
9. Close it and return to Synatic. The token is displayed in the Auth Token field as highlighted in the image below. Save the Salesforce connection as illustrated in the image below.
8. The Connection can be tested by clicking on the "Test button" after being saved as shown in the image below.
