docs(salesforce): describe auth and triggers

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Ali BARIN
2022-11-06 21:29:52 +01:00
parent c9925ba8fe
commit 99640b3d73
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# 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 If any of the steps are outdated, please let us know!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.

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---
favicon: /favicons/salesforce.svg
items:
- name: Updated field in records
desc: Triggers when a field is updated in a record.
---
<script setup>
import CustomListing from '../../components/CustomListing.vue'
</script>
<CustomListing />