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How to enable Salesforce Data Connector?

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This article will explain how to set up Salesforce as a Data Connector. The Data Connector module must be activated before you can connect to Salesforce as a Data Integrations. Configuration is needed both in Templafy and in Salesforce. Sections in this article:

 

Prerequisites

 

 

How to set up Salesforce as a Data Connector in Templafy?

  1. In the Admin Center, access Integrations section
  2. Go in Available tab
  3. Find/Search for Salesforce
  4. Click +
  5. Enter the required information
    • Display Name
    • Instance URL
    • Global username
  6. Click Save
  7. Go to Available tab in Integrations management
  8. Click on the + icon 

Data_Salesforce.png

 
  • The instance URL must finish with "my.salesforce.com"
  • Global Username is the email address of the admin/user setting up the app and thereby setting up the request. We recommend to check "Always use global username"

 

 
  • Once the data connector has been set up, you can navigate to the Resources to add the relevant external data sources.

 

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