Salesforce (Custom Domain)
In case you have a custom domain Salesforce setup you cannot use the build-in Salesforce connector that the app provides. Also, if you want more control over the setup, this is a good alternative approach.
Create a New Connected App
Start by creating a New Connected App
in the App Manager
.
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You will need to fill in all the required fields. The Callback URL
must be set. You find the value in the data source configuration.
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In this example use https://external-data-for-jira.codefortynine.com/signin-dynamic-oauth
. Also make sure to add at least the following OAuth scopes:
Access and manage your data (api)
Perform requests on you behalf at any time (refresh_token, offline_access)
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Now you can save the newly created app and enter view
mode.
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In this view, you can copy the Consumer Key
and the Consumer Secret
that you need to setup the data source later.
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Data Source
Start setting up the data source configuration by using the URL / REST
type.
A good URL to test is https://xxx.salesforce.com/services/data/v45.0/query/?q=Select name from account
. The xxx
is your instance ID and can be found in the company information or when hovering your avatar while logged in.
Select OAuth 2
as the Authentication
method ad Authorization Code
as the Grant Type
.
Now copy the Consumer Key
into the Client ID
field and the Consumer Secret
into the Client Secret
field.
For the Auth & Token URL we are using the defaults, but these URLs may differ depending on your custom domain setup.
https://login.salesforce.com/services/oauth2/authorize
https://login.salesforce.com/services/oauth2/token
# In case you use a sandbox Instance use the following endpoints
https://test.salesforce.com/services/oauth2/authorize
https://test.salesforce.com/services/oauth2/token
Now you should be able to press Authenticate
and approve the requested permissions. If everything went well you should see a green Access Token
and Refresh Token
label at the bottom. Now you can save the data source and test the connection.
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Limitations
The maximum number of rows returned by SOQL over the REST API is 2.000 per request. You can workaround this limitation by using Pagination Examples