This OneCloud Salesforce BizApp provides the functionality to interact with the data inside Salesforce, including loading, extracting, and deleting data via SOQL and bulk operations. There are also functions for creating and managing Salesforce objects and updating and creating records.

Connection Setup

OneCloud connects to Salesforce via the REST API. The OneCloud Salesforce BizApp is compatible with all versions of Salesforce’s Sales Cloud (Salesforce Essentials, Lightning Professional, Lightning Enterprise, and Lightning unlimited).

To automate functionality within your Salesforce environment from OneCloud, navigate to the Connection manager to create a Connection. From here, choose Salesforce from the service drop-down, select the appropriate Runner, and use the Salesforce Connection Parameters to complete the setup. Salesforce Connections support Basic Authentication or OAuth 2.0 Authentication. Both are described below, but only one authentication type can be selected.

Basic Authentication

📓 Security Token

When changing the password to a Salesforce account, the security token will change and will need to be updated in the OneCloud Connection manager.

Connection Example

The following is an example of a working Connection. Please substitute your own values.

💡 Remember to activate the Connection for the desired Environments.

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