Similar to the prior two steps, it is time to create a Connection to interface with Salesforce. For this tutorial, a sample Salesforce Account has been created to complete this tutorial.
📓 If you'd prefer to use your own Salesforce account, then you will need to provide your own connection details. Please see Salesforce Connection Setup on our Salesforce BizApp page.
If you are ready to get started using our sample account, then follow the order of operations below:
Step 1: Create a Salesforce Connection
Navigate to the OneCloud Connection Manager.
Near the lower-right corner, click the blue (+) icon to create a new connection.
Under BizApp Connection, choose "Salesforce".
Under Basic Info, name the Connection appropriately based upon your choice. This one is called "Sample Salesforce Connection".
For this example, set the Authentication Type to "Basic Auth"
Enter the following details in the Authentication and Properties sections:
Enable the connection for the "DEV" and "PROD" Environments.
Save the Connection.
📓 About the Example Video:
Connections are available across Workspaces and must have unique names. They must also be enabled within a specific Environment of a Workspace to be used. The tenant creating this video had previously created a Salesforce Connection for another tutorial. The process is consistent regardless of whether this is the tenant's first Connection or fifth. In this case, the Connection is edited to enable the Environments for "Sample Workspace for Planful".
📚 Related Topics from this Section: