SalesForce
The Sales Force Connector allows you to integrate your designer application with SalesForce. You can create or update Lead record with SalesForce connector.
Sales Force Settings
- Login to SalesForce
- Open Service Setup
- Navigate to App Manager
- Click on New Connected App
- Fill out all required fields on the Connected App page
- Connected App Name
- Name of your application
- API Name
- The name of your API connection
- Contact Email
- E-mail address of the contact person
- Enable Oauth Settings
- You need to enabled this option for Spreadsheetweb Oauth connection to Sales Force
- Callback URL
- https://{host-name}/designer/SalesForce/SalesforceCallback{host-name} defines your server address
The example below is for a web application running on the SpreadsheetWEB public cloud (www1).
https://www1.spreadsheetweb.com/mutas/SalesForce/SalesforceCallback
- Selected OAuth Scopes
- This should be set to Full access.
- Require Secret for Web Server Flow
- This option should be enabled.
- Click Save. You will be redirected to the Application Review page. Here, you will need two values for the next steps.
- Consumer Key
- Consumer Secret
- Login to your SpreadsheetWEB account and create a designer application if you haven’t done so already.
- The fields given below can be tied to User Interface controls in your designer application.
Field Name Type Required City String Company String Yes Country String Description String Email String Fax String FirstName String Industry String LastName String Yes LeadSource String MobilePhone String NumberOfEmployees Integer Phone String Rating String Salutation String State String Street String Title String WebSite String See this page for more details on these parameters:
https://developer.salesforce.com/docs/api-explorer/sobject/Lead
Designer Settings
- Your designer application must have a database for SalesForce integration. To do this, go to designer interface and click Databases.
- Press Add New
- Once saved, hover your mouse over the database table and click Edit. Next, add the named ranges you want to save into the Columns grid.
- Go the Connectors page, click Add Connector, and select SalesForce
- Name : Your connector name
- Consumer Key :Defined in Step 6
- Consumer Secret : Defined in Step 6
- After you enter the Consumer Key and Consumer Secret information you need to validate those keys by clicking the “Validate” button, which will direct you to the SalesForce