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
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.
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)
Now you can save the newly created app and enter
In this view, you can copy the
Consumer Key and the
Consumer Secret that you need to setup the data source later.
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.
OAuth 2 as the
Authentication method ad
Authorization Code as the
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
No 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.
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