So I have this template. It’s Salesforce to Google Sheets. Here I already have Google Sheets and Salesforce installed. But if I wanted to add a new application, I can just click this Add Application if I’ve typed in something like Salesforce, and this would give me access to all of the Salesforce connectors or any connectors that have Salesforce in the name.
Next, I will click install, then this would give me the option to rename this connector.
So for this instance, I’ll call it Salesforce demo. And I’m going to click Next.
Now, as you can see, I can also instal without authentication, what that would allow me to do is install the connector. And I can worry about the authentication after that, if I know what methods I’m going to use, I know what my workflow roughly looks like Authentication is only really necessary for testing at this stage.
Here though, I have a Salesforce demo. And what you’ll see is, I’m required to fill in a Client ID and a Client Secret. This is because Salesforce is an OAuth two application. Now, with OAuth two applications, you as the end user have an option to set up an app that all of your end users will be able to use. That’s where the client ID and client secret come into play.
You can fill these at once, and your customers will just have to sign in and grant you access to their system.
We have guides on how to set up any of our OAuth connectors, as well as setting up and getting the credentials for any other connectors that we have.
In order to use these credentials across all of your accounts and all of your users, you’ll need to set it up in the connector library. So if I click this link here, I will be taken to the connector library for Salesforce.
Now, I already have a Salesforce application. So I’m just going to take the key and secret like so I’ve set up my Salesforce as false for the sandbox, it’s not a sandbox account to developer instance. And I’m going to save the changes here.
With these save changes, I can now come back into my connector authentication. And if I refresh the page, I’ll see that there’s no client ID or client secret required. If I hit next, I’ll see that I’m not required to put that information in I’m just asked to sign in. And so what I’ll do off screen is sign into this account here with my credentials.
Now the reason you can see what happened there was because it happened in a pop up window, as is normally the case when they’re OAuth2 to application.