How to Create Salesforce Connection

Owned by Ondřej Tesař
Sept 19, 2024
1 min read

Aim of this article

Explains how to create a connection for Salesforce. This is needed when working with Integration Templates intended for Salesforce.

Related sections

Connections

Required permissions

Integration Instance - Edit

Steps:

  1. Go to PlatformManager > Account > Integrations > <integration-name> > Connections.

  2. Create a new REST OAuth2 connection.

  3. For instructions how to fill in the fields see an example in the IntegrationManager documentation.

PlatformManager version 1.75.0