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This section is for the OnPremise installation users only. If you are using the Cloud version, the SalesForce Connector is ready and you don't need to do any configuration changes.

To be able to access the SalesForce API, you need to create new connected SalesForce Application. All you need is to configure the application callback URL, which corresponds to the URL, where your BellaDati instance is running. For example

http://localhost:8080/auth/callback/SF

Step-by-step SalesForce configuration:

  1. Login to SalesForce, navigate to Setup and create new Connected application



  2. Enter application details, callback URL (e.g. http://your_host/auth/callback/SF) and select the api and refresh_token permission scope.


     

  3. Get consumer key/secret and enter it into BellaDati


 

Please note, that changing SalesForce configuration may take same time to be effective.

 

Once you have created an application, you will receive the Consumer key and Consumer Secret. Now you have to enter these parameters into BellaDati. Log-in as domain administrator and navigate to Settings -> Configuration page. See Managing Configuration.

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