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Connecting to Salesforce

Refer to the following link for an overview of the connector.

1

Create a Connector

Select the “Connectors” tab on the top page and press the “Create” button.

2

Enter Salesforce Credentials

Select Salesforce and press the sign-in button.

If you are using a custom domain, enter your login URL. If you are not using a custom domain, log in with the pre-entered URL.

After entering, press the Create button to complete the creation. If there are any errors in the parameters, an error will be displayed, so please check the connection details again.

3

Obtain access_token from the created connector

Once created successfully, you can obtain the connector name from the list display.

Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

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