From 99640b3d73e916ee0ce97b403101d2ae217b0814 Mon Sep 17 00:00:00 2001 From: Ali BARIN Date: Sun, 6 Nov 2022 21:29:52 +0100 Subject: [PATCH] docs(salesforce): describe auth and triggers --- packages/docs/pages/.vitepress/config.js | 8 +++++++ .../docs/pages/.vitepress/theme/custom.css | 5 ++++ .../docs/pages/apps/salesforce/connection.md | 23 +++++++++++++++++++ .../docs/pages/apps/salesforce/triggers.md | 12 ++++++++++ .../docs/pages/public/favicons/salesforce.svg | 16 +++++++++++++ 5 files changed, 64 insertions(+) create mode 100644 packages/docs/pages/apps/salesforce/connection.md create mode 100644 packages/docs/pages/apps/salesforce/triggers.md create mode 100644 packages/docs/pages/public/favicons/salesforce.svg diff --git a/packages/docs/pages/.vitepress/config.js b/packages/docs/pages/.vitepress/config.js index 2e522060..36ca409b 100644 --- a/packages/docs/pages/.vitepress/config.js +++ b/packages/docs/pages/.vitepress/config.js @@ -65,6 +65,14 @@ export default defineConfig({ { text: 'Connection', link: '/apps/rss/connection' }, ], }, + { + text: 'Salesforce', + collapsible: true, + items: [ + { text: 'Triggers', link: '/apps/salesforce/triggers' }, + { text: 'Connection', link: '/apps/salesforce/connection' }, + ], + }, { text: 'Scheduler', collapsible: true, diff --git a/packages/docs/pages/.vitepress/theme/custom.css b/packages/docs/pages/.vitepress/theme/custom.css index 050d9422..98e54098 100644 --- a/packages/docs/pages/.vitepress/theme/custom.css +++ b/packages/docs/pages/.vitepress/theme/custom.css @@ -118,3 +118,8 @@ :root { overflow-y: scroll; } + +.VPTeamMembersItem .avatar-img { + top: 50%; + transform: translateY(-50%); +} diff --git a/packages/docs/pages/apps/salesforce/connection.md b/packages/docs/pages/apps/salesforce/connection.md new file mode 100644 index 00000000..b68f748b --- /dev/null +++ b/packages/docs/pages/apps/salesforce/connection.md @@ -0,0 +1,23 @@ +# Salesforce + +:::info +This page explains the steps you need to follow to set up the Salesforce +connection in Automatisch. If any of the steps are outdated, please let us know! +::: + +1. Go to your Salesforce dasboard. +1. Click on the gear icon in the top right corner and click **Setup** from the dropdown. +1. In the **Platform Tools** section of the sidebar, click **Apps** > **App Manager**. +1. Click the **New Connected App** button. +1. Enter necessary information in the form. +1. Check **Enable OAuth Settings** checkbox. +1. Copy **OAuth Redirect URL** from Automatisch and paste it to the **Callback URL** field. +1. Add any scopes you plan to use in the **Selected OAuth Scopes** section. +1. Click on the **Save** button at the bottom of the page. +1. Acknowledge the information and click on the **Continue** button. +1. In the **API (Enable OAuth Settings)** section, click the **Manager Consumer Details** button. +1. You may be asked to verify your identity. To see the consumer key and secret, verify and proceed. +1. Copy the **Consumer Key** value from the page to the `Consumer Key` field on Automatisch. +1. Copy the **Consumer Secret** value from the page to the `Consumer Secret` field on Automatisch. +1. Click **Submit** button on Automatisch. +1. Now, you can start using the Salesforce connection with Automatisch. diff --git a/packages/docs/pages/apps/salesforce/triggers.md b/packages/docs/pages/apps/salesforce/triggers.md new file mode 100644 index 00000000..0ede2442 --- /dev/null +++ b/packages/docs/pages/apps/salesforce/triggers.md @@ -0,0 +1,12 @@ +--- +favicon: /favicons/salesforce.svg +items: + - name: Updated field in records + desc: Triggers when a field is updated in a record. +--- + + + + diff --git a/packages/docs/pages/public/favicons/salesforce.svg b/packages/docs/pages/public/favicons/salesforce.svg new file mode 100644 index 00000000..e82db677 --- /dev/null +++ b/packages/docs/pages/public/favicons/salesforce.svg @@ -0,0 +1,16 @@ + + + + + + + + + + + + + + + + \ No newline at end of file