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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. The person entering the Global Username must be signed into Templafy with that e-mail. Checking the option to "Always use global username" will use the permissions of the Global Username account to access data. By leaving this option unchecked, Templafy will impersonate the currently signed in end-user, and use their account permissions to access data.

 

 
  • 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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