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Prepare Salesforce connectors

The Salesforce connector is used to determine the number of users and their licenses.

In Salesforce, you are required to create a connected app. Enter portal URL, username, consumer key, private key, authorization server URL, and company name in Settings when adding the connector.

Procedure

Prerequisites:

  • A digital certificate, and the private key used to sign the certificate, are required to create a connected app in Salesforce, and to add the Salesforce connector. You can use a certificate and private key issued by a certification authority, or you can generate a certificate and key using OpenSSL. For more information on how to create a certificate, see Salesforce developer documentation.

    The certificate consists of two files:

    • The digital certificate, with file extension .crt, used when creating a connected app in Salesforce

    • The private key, with file extension .key, used when adding the connector

  • User permissions needed to read, create, update, or delete connected apps in Salesforce:

    • Customize Application and

    • Modify All Data or Manage Connected Apps

  1. In Salesforce, create a new Connected App.

  2. Update the basic information as needed, such as the connected app name and your email address.

  3. In the API section, select Enable OAuth Settings.

  4. Add https://login.salesforce.com/services/oauth2/success as the callback URL.

  5. Select Use digital signatures.

  6. Select Choose File and upload your digital certificate.

    The certificate file has the extension .crt.

  7. Add the following OAuth scopes:

    • Manage user data via APIs (api)

    • Perform requests at any time (refresh_token, offline_access)

  8. Select Save.

  9. On the newly created app page, select Manage.

  10. Select Edit Policies.

  11. In the OAuth Policies section, select Admin approved users are pre-authorized for permitted users, and select OK.

  12. Select Save.

  13. Select Manage Profiles and then select Manage Permission Sets.

    Select the profiles and permission sets that are pre-authorized to use this connected app. Create permission sets if necessary.

  14. Open your digital certificate's private key file and copy the content.

    The private key file has the extension .key.

  15. When adding the connector, in Settings, enter the values from Salesforce according to the table.

    Setting

    Value from Salesforce

    Company name

    The organization for which you want to collect data.

    URL

    The URL of your Salesforce portal.

    It has the format https://company.my.salesforce.com.

    Login URL

    The URL of the authorization server.

    There are a few possible values for this field:

    • https://login.salesforce.com for production environments (this is the default value)

    • https://test.salesforce.com for sandbox environments

    Client ID

    The Consumer Key of the connected app that you created in Salesforce.

    Username

    The username of the user that you want to impersonate - that means, the user as who you want to execute requests. This user needs to have a profile/permissions set added when creating a connected app in Salesforce.

    Certificate secret key

    The content of the private KEY file.

After completing this task, follow the general procedure to Add connectors.

The connector makes API calls to the vendor to retrieve data.