Salesforce

Supported version: Spring'23(Cloud).

API Rate Limit: Variable for different APIs

Supported Authentication: OAuth 2.0 Authentication

Follow the below steps to register an OAuth 2.0 application on Salesforce using your account.

1. Login into your Salesforce Account.
2. Go to Setup -> Platform Tools -> Apps -> App Manager.
3. Choose ‘New Connected App’ and enter following mandatory details:
   • Connected App Name
   • API Name
   • Contact Email
   • Contact Phone
   • Check ‘Enable OAuth Setting’
   • Redirect URL: This would be https://<HostName.DomainName>:48444/AccountMa nagementWebService/callback.html
   • For example: If Gathr is installed on machine whose hostname is GathrMachine.Gathr.io then Redirect URL would be https://KleraMachine.Klera.io:48444/AccountManage mentWebService/callback.html
   • Important:This URL should be accessible from the client machine. Machine from where user is login into Gathr.
   • Select all Available OAuth Scopes.
   • Click on Save after above setting.
   • Edit the added App and save following properties:
   • Under section ‘API (Enable OAuth Settings)’
   • Consumer Key.
   • Consumer Secret.
4. Need to add port 48444 in Firewall/Security systems whitelist.

IMPORTANT: Please make sure your Salesforce instance must be accessible from the Gathr Machine.

We will need these information while importing connector on Gathr.

After login into Gathr, perform below steps:

1. Right click on the floor, go-to Connectors → Import.
2. Import the Salesforce Connector.zip file.
3. After successful import, this will result in a new container contains name of data source “REST Application Data Sources”.
4. Right click on the entity of column “Salesforce Connector Datasource” and go to Connectors » Connections » Configure.
5. Enter following details in the opened form:
6. Instance URL: Instance URL of your Salesforce instance. For example : https://salesforce.klera.io
7. Application Key: Enter Client ID.
8. Application Secret: Enter Client Secret.
9. Authorization URL: https://login.salesforce.com/services/oauth2/authorize
10. Access Token URL: https://login.salesforce.com/services/oauth2/token
11. Domain for Callback: Enter Hostname with Domain Name of Gathr machine. For example: KleraMachine.Klera.io
12. Click on ‘Save’.
13. On clicking ‘Save’, a pop-up will open which will prompt for Salesforce credentials and after successful authentication, it will redirect to the Call Back URL(redirect URL) mentioned in the Salesforce.

Important: Please make sure, the pop-up is not blocked by the chrome browser.