Create a Salesforce Connection
Important Information for Salesforce Connections
- Only create one Salesforce Connection in Hero Platform_ per Salesforce account.
- Only use the Salesforce account with the Hero Platform_ application.
Due to the way Salesforce accounts operate, connecting multiple times to a Salesforce account either through Hero Platform_ or other applications can cause access/refresh tokens to become invalid. There can only be five active refresh tokens per Salesforce account.
If a Flow using a Salesforce Connection displays an error such as "Given soql query has no data", reset the Connection by clicking the "TEST CONNECTION" button in the configuration settings.
Create a Connection to a Salesforce Account in Hero Platform_
- Open Hero Platform_.
- Open Integration from the navigation menu and select Connections.
- Click Create New Connection.
- Give the Connection a name and select Salesforce from the drop-down list for Connection type.
The Salesforce Connection details screen pops up with fields that need to be configured.
In order to configure the fields, you must set your Salesforce account OAuth security to recognize Hero Platform_.
Setting up your Salesforce OAuth authentication and authorization:
Log into your Salesforce account at https://login.salesforce.com
After logging in, you are taken to the Salesforce home screen.
In the menu on the left side of the screen, locate Platform Tools.
Under Platform Tools, click Apps → App Manager. Next, in the top right corner, click New Connected App.
Enter an App name, API name, and contact email. (Email address is used to confirm your identity by Salesforce)
Check the box Enable OAuth Settings.
Enter the callback URL for your Hero Platform_ account.
Select the OAuth scopes permissions for Hero Platform_ accessing your Salesforce account.
The Salesforce connected app needs up to 10 minutes for new changes to take effect on the server.
Finding your customer ID and secret:
From the Salesforce home screen, click on App Manager.
Locate the App you created for Hero Platform_ and from the drop-down menu on the right, select View.
Under API (enabled OAuth Settings), your Customer Key and Customer Secret are displayed.
After you have the Customer key, Customer secret, and have the redirect URL set in your Salesforce console, you can configure the rest of the Hero Platform_ Connection details.
Enter the Customer Key and Client secret.
Once all detail fields have been configured. Click Sign in with Salesforce.
Confirm the Salesforce account you are using and then click Allow to create the connection with Hero Platform_.
You might first receive an instruction from Salesforce to confirm your account with a verification code. This code can be found in your email as entered in the Salesforce app.
Click Test connection. A confirmation message is displayed if the connection has been established with your Salesforce account.
Click OK to finish saving the Connection in Hero Platform_.