Configure Salesforce connection in SaaSify

• SaaSify - Salesforce connection with Password Credential

• SaaSify - Salesforce connection with Client Credentials ( Recommended )

After capturing the Consumer Key (Client ID), Consumer Secret (Client Secret), and Security Token, Domain URL, we need to update the same in the SaaSify application.

Follow the below steps to update the details in SaaSify with Password Credential Flow:

Note:

If you are using an External Client App, the Password Credential Flow is not supported. It is recommended to use the Client Credential Flow instead.

1. Login to the SaaSify application using the Publisher Admin credentials

2. Navigate to the Integrations tab under Settings

3. Select Salesforce from the left-hand side, choose Password Credential and update the below fields:

   1. Depending on the Salesforce Instance that you are using, choose the Environment from the drop-down. Below are the Environments that you can choose from:

      1. Production

      2. Sandbox

   2. Based on the Environment that has been selected, the URL will be auto populated

      1. For Production: https://login.salesforce.com/services/oauth2/token

      2. For Sandbox: https://test.salesforce.com/services/oauth2/token

4. Username/Email-ID – Username of the Salesforce User which is used to login to the Salesforce Instance

5. Password – Password of the Salesforce User which is used to login to the Salesforce Instance

6. Security Token (Refer to Steps to capture Security Token from Salesforce)

7. Consumer Key (Refer to Steps to capture Connected App details from Salesforce section in SaaSify to Salesforce configuration)

8. Consumer Secret (Refer to Steps to capture Connected App details from Salesforce section in SaaSify to Salesforce configuration)

9. Click on Validate to test the connection. Once validation is successful, click Save to integrate Salesforce with the SaaSify platform.
   

Follow the below steps to update the details in SaaSify with Client Credential Flow:

1. Login to the SaaSify application using the Publisher Admin credentials

2. Navigate to the Integrations tab under Settings

3. Select Salesforce from the left-hand side, choose Client Credential and update the below fields:

   1. Depending on the Salesforce Instance that you are using, choose the Environment from the drop-down. Below are the Environments that you can choose from:

      1. Production

      2. Sandbox

   2. Based on the Environment that has been selected, the URL will be auto populated

      1. For Production: https://login.salesforce.com/services/oauth2/token

      2. For Sandbox: https://test.salesforce.com/services/oauth2/token replace test.salesforce.com with the actual Domain URL

4. Enter the Client ID and Client Secret that you captured in the previous steps (under External Client App or Connected App, depending on the approach you chose).

5. Click on Validate to test the connection. Once validation is successful, click Save to integrate Salesforce with the SaaSify platform.

Note: If you are unable to validate the connection in SaaSify for Sandbox Environment, then this might be because of the Login Policies being enabled. To fix this issue, you need to refer to the section: Unable to validate the connection in SaaSify