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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/AccountManagementWebService/callback.html. For example: If Klera is installed on machine whose hostname is KleraMachine.Klera.io then Redirect URL would be https://KleraMachine.Klera.io:48444/AccountManagementWebService/callback.html

Important:This URL should be accessible from the client machine. Machine from where user is login into Klera.

• Select required Scopes from “Available OAuth Scopes” and add them to “Selected OAuth Scopes”

• Select “Enable Client Credentials Flow” and “Enable Authorization Code and Credentials Flow”.

4. Click on Save after above setting.

5. Under section ‘API (Enable OAuth Settings)’, select Manager Consumer Details.

• Copy the “Consumer Key” and “Consumer Secret” and keep it safe

6. Need to add port 48444 in Firewall/Security systems whitelist.

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

We will need these information while importing connector on Klera.

After login into Klera, 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 Klera 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.

 

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