This document describes steps to enable OAuth2 authentication and how to update records in Salesforce using API. Please note, this does not launch workflows, but simply updates details in your Salesforce account.
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Setting Connect App in Salesforce
Log in as a Salesforce Admin user where you can set up a connected app by clicking the Setup icon in the top-right navigation menu and selecting Setup.
Enter App Manager in the Quick Find box and then select App Manager.
Click on New Connected App.
In the New Connected App form, fill information in the below sections
Basic Information:
Connect App Name: YourAppName.
API Name: this will automatically become ‘YourAppName’.
Contact Email: enter your email address.
API (Enable OAuth Settings) section:
Check Enable OAuth Settings.
Callback URL: Please enter https://auth.enboarder.com/oauth
Under Selected OAuth Scopes:
Select Access and manage your data (API).
Click Add.
Select Perform requests on your behalf at any time (refresh_token, offline access)
Click Add.
Once you’ve set up your app, you’ll be given a Consumer Key and a Consumer Secret for your app. Please note it down.
Setting up Salesforce Tile
Role required : admin
Here are the steps for Integration:
Login as admin user and go to Settings → Integration → App center
Click on the tile Salesforce (or search if you can't see it) for which you want the integration setup.
Click on Add Integration button.
On the next screen, enter the login URL, any additional scope, and then click next
Note - By Default, we are adding scope for API and offline access, If you want an additional scope, please see below link
On the next screen, enter Consumer Key(clientID) and Consumer Secret, then click on Integrate Now button
The system will redirect you to the Salesforce site, enter your Salesforce credential:
Once logged in, a request for information access will be asked. Once this is allowed, the customer instance will be set up, and the integration is completed.
The system will show tile as integrated.
Update an existing record in Salesforce
Salesforce record ID
In order to update the existing record, please get the record id from the database. Go to the detail of record and copy the id from the URL
Sample Payload:
The JSON key should be the same as the Salesforce field API name.
{
"firstName__c": "{{newhire_name}}",
"email__c": "{{newhire_email}}"
"mobile__c": "{{newhire_mobile}}"
"empID__c": "{{custom / empNumber}}"
}
Response:
On Successful you will get the below response
{
"id":"0031r000029NDckAAG",
"success":true,
"errors":[]
}Webhook setting
While configuring webhook, please select authentication as Salesforce and remove any additional header/key row.
Got questions? Reach out to your Customer Success Manager for more information or if you get stuck!