Creating Salesforce Integration Credentials - m3ter Documentation

Creating Salesforce Integration Credentials

This topic explains how to create Integration Credentials which you can then use to connect Salesforce Integrations with your Salesforce system. See Configuring Salesforce Entity Data Sync Integrations.

Warning: Create External Client App in Salesforce First! To create a Salesforce Integration Credential, you’ll first need to create and configure an External Client App in Salesforce. For more details, please see the Salesforce documentation on how to do this. Also, note that the External Client App needs to be set up for the Client Credentials Flow - see the Salesforce Documentation for more details. Please ensure that when configuring your External Client App, you select the required OAuth Scopes:

• Manage user data via APIS (api)
• Perform requests at any time (refresh_token, offline_access)

To create Salesforce Integration Credentials:

1. Select Integrations:

The Integrations page opens.

2. Select Salesforce. The Salesforce Integrations page opens.
3. On the Credentials panel, select Configure new credentials:

The Create page opens.

4. Under Credential details enter:

• Name. Descriptive name for the Credential.
  • Destination. This will be pre-selected for Salesforce.
  • Subdomain. The subdomain of your Salesforce Org. For example, if you access Salesforce using MyDomainName.my.salesforce.com, then your subdomain would be MyDomainName.
  • Consumer key. The consumer key obtained from the External Client App configured in Salesforce.
  • Consumer secret. The consumer secret obtained from the External Client App configured in Salesforce.

5. Select Create credential. You are returned to the Salesforce Integrations page where the new Credential is listed on the Credentials panel:

• The Credential is now available for connecting your Integrations with Salesforce. See Configuring Salesforce Entity Data Sync Integrations > Setting Up Authentication for the Integration.