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How to Set up Salesforce

Updated this week

Use this connector to have Foundational determine lineage and downstream impact for your Salesforce objects and reports

This setup should take 5 minutes

Permissions:

  • You must have Salesforce API enabled

  • The Salesforce user/app that Foundational will use must have permissions for Salesforce API

  • For creating external salesforce application - you may need your Salesforce admin

There are two ways to provide Foundational access to your Salesforce instance:

  • Providing user credentials (user name and password) - either for an existing user or by creating a new separate user for Foundational in your Salesforce instance.

  • External Salesforce Application - in this approach, the salesforce admin create a n application in your Salesforce instance for Foundational, which Foundational uses for accessing your Salesforce instance.
    This approach is useful if you are using SSO and do not have passwords for your users in Salesforce, or if your admin prefers the access is done via Salesforce External Applications, and not directly via users.

[Option #1] Get a Salesforce User for Foundational

  • You can either create a new user for Foundational to use, or use an existing user.
    ​

  • If you don't know your security token, you will need to reset it (there is no way in Salesforce to view the security token without creating/reseting it). Please follow this guide from Salesforce on how to reset your security token.
    ​

[Option #2] Create External Application for Foundational in Salesforce

This may require your Salesforce admin

  1. Go to your Salesforce instance

  2. Click on the cogwheel, and then on "Setup"
    ​

  3. Go to "External Client App Manager"

  4. Click on "New External Client App"

  5. Fill the following details

    1. External Client App Name: Foundational

    2. API Name: Foundational

    3. Contact Email: Fill your email (or the email of the relevant owner within your organization for this)

    4. Under "API" - check the "Enable OAuth" box
      ​

    5. Under App Settings, set Callback URL to: https://app.foundational.io

    6. Set the following OAuth scopes:

      1. Manage user data via APIs (api)

      2. Access the identity URL service (id, profile, email, ...)

      3. Perform requests at any time (refresh_token, ...)

      4. Access Lightning applications (lightning)
        ​

    7. Under "Flow Enablement", check the box of: "Enable Client Credentials Flow"
      ​

    8. Click on "Create"

  6. Go to the application page (it should open after you clicked "Create", or just pick it from the list under "External Client App Manager")

    1. Under "Policies", click "Edit"

    2. Under "OAuth Policies":

      1. Check the "Enable Client Credentials Flow"

      2. Fill the user name the Foundational app should run as (this user must have API access, and access to read the relevant objects you want Foundational to ingest)
        ​

    3. Under "App Authorization" set the refresh token validatity to 720 days (the maximum

    4. Click on "Save"

  7. Go to the application page (pick it from the list under "External Client App Manager")

    1. Go to Settings
      ​

    2. Under: "OAuth Settings" - click on "Consumer Key and Secret"
      ​

    3. Copy the Consumer Key and Consumer Secret, you will need those later
      ​

Configure Salesforce in Foundational

  1. Go to the Integrations page in Foundational

  2. Click on Salesforce

  3. Click on "Add Source"

  4. Fill the Salesforce URL
    The URL of the Salesforce instance you are using

  5. Pick the authentication method you want to use

    1. For "User and Password", fill:

      1. Salesforce User Name
        The user name Foundational should use when accessing your Salesforce instance

      2. Password

      3. Salesforce User Security Token
        See above for how to get your security token.

    2. For "External App Authentication", fill:

      1. Consumer Key

      2. Consumer Secret

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