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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 . |
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Any references to third-party products or services do not constitute Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. 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 modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) 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 recordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. 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.
Note: Not all editions of Salesforce have API access. See here for more information.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Salesforce moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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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.
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Optional: Click Show advanced settings and enter your custom app client credentials.
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.
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Log in to your Salesforce account.
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Click Home and then in the left sidebar click Apps > App ManagerCan manage members and space managers, view and manage items. Can modify space settings..
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In the upper right, click New Connected App.
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On the New Connected App page, under Basic Information, fill in the mandatory fields:
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Connected App Name
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API Name
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Contact Email
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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:
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Manage userCan use the system on a limited basis based on the rights assigned by the admin. data via APIs (api)
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Perform requests at any time (refresh_token, offline_access)
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 TokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. 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
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Click Save and then Continue.
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On the Manage Connected Apps page that is displayed for your new app, under the API (Enable OAuth Settings) section, click Manage Consumer Details.
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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:
RecordOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants.
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Watch Records
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Watch Record Fields
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Search Records
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List/Search Records
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Get a Record
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Create a Record
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Update a Record
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Upsert a Record
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Delete a Record
Bulk Job
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Watch Jobs
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List Jobs
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Create a Job
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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
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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
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Download an Attachment Document