Topics

See more

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/AccountMa nagementWebService/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/AccountManage mentWebService/callback.html
    • Important:This URL should be accessible from the client machine. Machine from where user is login into Klera.
    • Select all Available OAuth Scopes.
    • Click on Save after above setting.
    • Edit the added App and save following properties:
    • Under section ‘API (Enable OAuth Settings)’
    • Consumer Key.
    • Consumer Secret.
  4. 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.

 

↑