Table of Contents

Salesforce

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

Redirect url

https://integrator.boost.space/oauth/cb/salesforce

Salesforce

	Important
Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice. Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

Important

Any references to third-party products or services do not constitute Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Salesforce modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. you can broadcast messages, create and modify recordsIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. and jobs, and make API calls from your Salesforce account.

To use Salesforce modules, you must have a Salesforce account. If you do not have one, you can create one at salesforce.com.

Refer to the Salesforce API documentation for a list of available endpoints.

Connect Salesforce to Boost.space Integrator

Note: Not all editions of Salesforce have API access. See here for more information.

To establish the connection in Boost.space Integrator:

Log in to your Boost.space Integrator account, add a Salesforce modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Select a Connection type: Salesforce or Salesforce (client credentials).
Optional: In the Connection name field, enter a name for the connection.
If your Connection type is Salesforce, select if you are using a Salesforce Sandbox environmentCreate a copy of your system instance and use it as a Sandbox test environment. Test features and work with your data risk-free. You can re-generate the Sandbox environment at any time so that it will match your main system instance. and click Save.
If your Connection type is Salesforce (client credentials), complete the following fields:
- Salesforce My Domain Name – See the Salesforce Help and Training Community to determine this value
- Consumer Key
- Consumer Secret
To obtain your Consumer Key and Consumer Secret, follow the steps in Create a custom application in Salesforce below.

You have successfully established the connection. You can now edit your scenario and add more Salesforce modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Create a custom application in Salesforce

Log in to your Salesforce account.
In the left sidebar of the Setup Home page, click Apps > App ManagerIn Boost.space, a Manager is a role within a space that allows an individual to manage members and other managers, view and manage records, and modify space settings, such as status lists and labels..
In the upper right, click New Connected App.
On the New Connected App page, under Basic Information, fill in the mandatory fields:
- Connected App Name
- API Name
- Contact Email

Under API (Enable OAuth Settings), click Enable OAuth Settings. Enter the following application details:

Callback URL	`https://integrator.boost.space/oauth/cb/salesforce/`
Selected OAuth Scopes	Choose the scopes you need and click Add. Note: You will, at minimum, need the following scopes enabled: Manage userCan use the system on a limited basis based on the rights assigned by the admin. data via APIs (api) Perform requests at any time (refresh_token, offline_access). Once these scopes are selected, then the Refresh TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. Policy can be set to Refresh token is valid until revoked.
Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows	Must be OFF
Require Secret for Web Server Flow	Optional, but ON is more secure
Require Secret for Refresh Token Flow	Optional, but ON is more secure
Enable Client Credentials Flow	Optional, but OFF is more secure
Enable Authorization Code and Credentials Flow	Required
Require user credentials in the POST body for Authorization Code and Credentials Flow	Optional, but ON is more secure
Issue JSON Web Token (JWT)-based access tokens for named usersCan use the system on a limited basis based on the rights assigned by the admin.	Optional

Click Save and then Continue.
On the Manage Connected Apps page that is displayed for your new app, under the API (Enable OAuth Settings) section, click Manage Consumer Details.
Copy your Consumer key and Consumer Secret values and store them in a safe place.

You will use these values in the <Consumer Key > and <Consumer Secret > fields in Boost.space Integrator when connecting using advanced settings.

Build Salesforce ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.

After connecting the app, you can perform the following actions:

RecordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module.

Watch Records
Watch Record Fields
Search Records
List/Search Records
Get a Record
Create a Record
Update a Record
Upsert a Record
Delete a Record

Bulk Job

Watch Jobs
List Jobs
Create a Job
Complete/Abort a Job

Note: If you complete a job, Salesforce queues the job, uploads data for processing, and you can’t add any more job data. If you abort a job, the job does not get queued or processed.

Other

Make an API Call

For the URL, enter a path relative to <Instance URL>/services/data. For example: /v51.0/query. Refer to the Salesforce API documentation for a list of available endpoints.
Post a Message to a Chatter Feed
Download an Attachment Document