How to set up Salesforce

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πŸ€“ Who can do this? You will probably need your Salesforce administrator to run these commands β€” you may not have access yourself.

Currently we only support the OAuth 2.0 username-password flow. You can use the following steps to configure this flow.

Create a connected app

To set up a connected app in Salesforce:

  1. Log in to Salesforce.
  2. From Setup, enter Apps in the Quick Find box and select App Manager.
  3. In the upper right of the screen, click the New Connected App button.
  4. Under the Basic Information heading enter the following details:
    • For Connected App Name enter a meaningful name, such as AtlanConnector.
    • (The API Name should automatically be populated.)
    • For Contact Email enter your email address.
  5. Under the API (Enable OAuth Settings) heading enter the following details:
    • Ensure Enable OAuth Settings is checked.
    • Ensure Enable for Device Flow is checked.
    • For Callback URL enter any domain, for example https://localhost β€” this is unused.
    • For Selected OAuth Scopes add Access Lightning applications (lightning) to the Selected OAuth Scopes column.
    • Ensure Require Secret for Web Server Flow is checked.
    • Ensure Require Secret for Refresh Token Flow is checked.
  6. At the top of the screen, click the Save button to save the app.
  7. From the resulting screen, under the API (Enable OAuth Settings) heading:
    • Copy the Consumer Key.
    • Copy the Consumer Secret.
🚨 Careful! You may need to wait approximately 10 minutes for your connected app to be activated, before you can crawl Salesforce.

Retrieve the security token

To retrieve the integration user's personal security token:

  1. Within Salesforce, click your user icon in the upper-right of the screen.
  2. Just below your name, click the Settings link.
  3. From the menu on the left, under the My Personal Information expandable heading, click the Reset My Security Token item.
  4. At the bottom of the resulting page, click the Reset Security Token button.
  5. Copy the resulting security token.

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