Salesforce

Get started with the Salesforce source!

Obtain the OAuth Credentials

If you need to figure out how to access the necessary credentials, head here for a detailed walk through.

Demo

Here's a video guide explaining how to integrate Salesforce data using the hotglue platform.

Enable the Source

Let's start by enabling the Salesforce source for this flow.

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Once you have selected what flow you want to enable the Salesforce source in, you should go ahead and search for the Salesforce tap in the Sources tab of hotglue.

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Now that you've found the Salesforce tap, go ahead and click on the Salesforce card.

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You need to provide OAuth credentials.

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Go ahead and fill these in and click Save.

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After you click Save & Continue this window will pop-up for you to sign in with your credentials. Input your credentials and click Log in.

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And that is it! You have now successfully linked to Salesforce!

Configure Mapping

You now have added Salesforce as a data source for your flow. Next, you need to configure the mapping for your Salesforce data.

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The first thing you need to do is go ahead and click on the Snowflake card to configure the field mapping.

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Click on the field map button to get started. Now you can select specific Tables that you may want to map for your users. To do this, you simply select the icon on the right of any of the Table.

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Once here, you can go and select what you want to bring in from the database you've connected. Click on the edit button of the fields you want to edit.

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Now that I have selected the fields I wanted, I will use the arrow in the middle to move those objects over to the Chosen column.

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In the column in the middle, use the arrow to move the objects over to the chosen column. Chosen objects have been moved to the left column. Once you have selected which fields you want, you click Confirm button.

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The edited table will be labeled as "updated" in green. You can repeat the process above for all the tables you want! Once done, go ahead and click the Save button.

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Once you are done mapping any of the fields, click Save. "Field map updated" message will be shown. Again click on "Save" button. You have completed mapping for Salesforce!

Get your Salesforce OAuth Client ID and OAuth Client Secret

The first thing you need to do is go ahead and log in to Salesforce.

Once you are logged in and on the home page, go to the left side of the page and select the Apps drop down.

Then, you should go ahead and click on the App Manager section from the dropdown.

Now on this page, you should go ahead and click New Connected App in the top right hand corner.

On this page, you should name the app hotglue, put your email as the contact email, and then check the box Enable OAuth Settings.

Now that you have enabled OAuth Settings, you should set the callback URL to

https://hotglue.xyz/callback

You should also make sure that for the Selected OAuth Scopes, you have enabled the scopes for:

  1. Access and manage your data (api)

  2. Perform request on your behalf at any time (refresh_token, offline_access)

Once you have finished configuring the app, you should go ahead and click Save.

Now, you should copy these keys into hotglue, and you will be all good to go to start using the Salesforce source in hotglue.


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