The Syniti Knowledge Platform (SKP) allows you to integrate and access data securely from Salesforce using REST APIs. This article explains each property to understand what information is required and how it is used.
When you are in the Create Connection page, select HTTP API from the Type list and enter the following details:
Property | Description | Notes |
|---|---|---|
Name | Name of the Salesforce connection, unique in the SKP. | N/A |
Description | Enter a description that briefly states the purpose of this connection. | N/A |
Connector Type | Select Salesforce from the connector type list. | N/A |
Base URL | Enter the base URL of your Salesforce subdomain. For example,
| This is the base URL of the Salesforce REST APIs and represents the entry point. |
Authentication Type | Currently, OAuth 2.0 authentication method is used to connect to Salesforce. | To configure OAuth 2.0 authorization in Salesforce, refer to Enable OAuth Settings for API Integration for more information. |
Client ID | The unique identifier for your connected application in Salesforce. Generated when you create a connected app. | To access the Client ID and Secret, from the App Manager, find the connected app and select View from the dropdown. Then click Manage Consumer Details. Refer to Connected Apps for more information. |
Client Secret | The secret key associated with your connected application. | |
Scope | The OAuth scopes that define the permissions granted to the application. Multiple scopes can be space-separated. | For example, |
Extended Properties | Use the + Add Property button to add any additional connection properties. | NA |
Add Table
Note
The client credentials used to create a Salesforce REST API connection must have the necessary permissions to access and read the required resource endpoints. Refer to Manage API Access for more information.
In the newly created Salesforce datastore, select the Tables tab and click Add Tables. The Add Table dialog box is displayed.
In the Name field, enter the Salesforce Object (sObject) or Entity name.
Enter a description for this entity.
By default, the SKP uses a default schema value for HTTP API connections.
Click Save.
Repeat Steps 1 through 5 to add more sObjects.
The sObjects are now added as tables for your Salesforce datastore connection.
After adding sObjects (tables), a metadata scan is automatically triggered, importing all objects and their metadata into your datastore.