Salesforce

Get started with the Salesforce source

Obtain the OAuth Credentials

If you need to figure out how to access the necessary credentials, head to Salesforce's docs for a detailed walk through.

Demo

Here's a video guide explaining how to integrate Salesforce data using the hotglue platform.

Enable the Source

Let's start by enabling the Salesforce source.

You will then be asked to provide the OAuth credentials for your Salesforce account. Go ahead and fill these in and click Save.

Once you've clicked save, the word on the button will change to "Connect." Go ahead and click it.

After you click Connect, this window will pop-up for you to sign in with your credentials. Input your credentials and click Log In.

And that is it! You have now successfully linked to Salesforce!

Configure Mapping

You now have added Salesforce as a data source for your flow. Next, you need to configure the mapping for your Salesforce data. Click on the field map button to get started.

Now you can select specific Tables that you may want to map for your users. To do this, you simply select the gear icon on the right of any of the Table.

You can now select specific fields identified in each Table to map in the Field Editor. Once you have selected which fields you want, you click confirm.

Once you are done mapping any of the fields you want, you click save, and you have finished configuring your mappings.