Salesforce

In order to connect to Salesforce, we will need you to create a connected app in Salesforce and input the credentials in Catalog

Create a connected app

To set up a connected app in Salesforce:

1. In Setup, enter "Apps" in the Quick Find box and select "App Manager".

2. Click the "New Connected App" button (upper right corner of the screen).

3. Fill in "Basic Information" with the following details:

   • Connected App Name: CatalogConnector

   • Contact Email: your email address

4. Fill in "API (Enable OAuth Settings)" with the following details:

   • Enable OAuth Settings: is checked.

   • Enable for Device Flow: is checked.

   • Callback URL: enter any domain, for example https://localhost — this is unused.

   • Selected OAuth Scopes:

     • add Access Lightning applications (lightning) to the Selected OAuth Scopes column.

     • add Manage user data via APIs (api)

     • add Perform requests at any time (refresh_token, offline_access)

   • Require Secret for Web Server Flow: is checked.

   • Require Secret for Refresh Token Flow: is checked.

5. Click the Save button to save the app and take note of your consumer key, and you consumer secret.

6. Click Manage Consumer Details

7. Copy your Consumer Key and Consumer Secret for later

Check necessary permissions:

1. In Setup, go to "OAuth and OpenID Connect Settings":

   • Allow OAuth User-Password Flows: is checked.

2. In Setup, go to "Permission Sets" and make sure the Catalog connection has the following permissions:

   • Run Reports

   • View Dashboards in Public Folders

   • View Reports in Public Folders

   • Manage All Private Reports and Dashboards

   • View Roles and Role Hierarcly

   • View Setup and Configuration

Get your security token

1. Click your user picture or icon in the upper right corner of the screen.

2. Click the Settings link.

3. In My Personal Information , go to Reset My Security Token.

4. Click the Reset Security Token button.

5. Save the security token for the next step

Share credentials to Catalog

1. Go to Settings > Integrations in Catalog

2. Click on "Catalog managed"

3. Select a name for your integration and input credentials in the following format:

username: we expect the user email address here

{
    "baseUrl": "<Your salesforce host>",
    "username": "<Your email address>",
    "password": "<Your password>",
    "securityToken": "<Your security token>",
    "clientId": "<Your consumer key>",
    "clientSecret": "<Your consumer secret>"
}