Connected app method

Before creating a new connection between ERBuilder for Salesforce and your Salesforce organization with this method, you must have a connected app configured on your org to allow the tool to access and extract your data. If you do not have it, start creating a Salesforce connected app by following this step-by-step guideline.

With this method, you have to fill in the consumer key and the consumer secret in addition to the information filled in with the simple method.

·         Name: Name of the connection

·         Version API: Select the version of Salesforce API

·         Authentication: Choose connected app authentication method

·         Environment: Choose which type of environments you want to replicate (Production or Sandbox)

·         URL: The URL is filled in automatically according to the chosen environment.  If you are using a custom domain in your organization, you have to check “I have a Salesforce custom domain” checkbox; the URL will be changed to “Https://yourcustomdomain.my.salesforce.com”. Replace “Yourcustomdomain” with the name of your custom domain

·         User name and password: fill in your user name and the password

·         Security token: fill in your security token. To get your security token login to your organization and navigate to the top navigation bar and go to <your name > Settings > My Personal information > Reset My Security Token. Click on "Reset Security Token". Clicking the button invalidates your existing token. After resetting your token, it will be sent to the user email.

·         Consumer key:  your Consumer key from the connected app (Read this step-by-step guideline)

·         Consumer secret: your Consumer Secret from the connected app (Read this step-by-step guideline)

Click on “image” to complete this process.

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Click           to test the connection.

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If you have issues to connect ERBuilder for Salesforce with your Salesforce Org, you can find below things to double-check:

- The Connected App is created (it takes 2 to 10 minutes to be active)

- The Connected App is configured correctly

- URL, Security token, username, password, consumer key, consumer secret are correct

- In the password field, you have to specify just the password without concatenating it with the user security token.

- Allowlist salesforce IP address range.

- Check your Salesforce user login history on your Salesforce org to see if there are any error messages.

 

 

Available in: Standard, Professional and Enterprise Editions