Creating Salesforce Integration Credentials

This topic explains how to create Integration Credentials which you can then use to connect Salesforce Native Integrations with your Salesforce system. See Configuring Salesforce Integrations.

Warning: Create Connected App in Salesforce First! To create a Salesforce Integration Credential, you'll first need to create and configure a Connected App in Salesforce. For more details, please see the Salesforce documentation on how to do this.

To create Salesforce integration Credentials:

1. Select Integrations:

The Integrations page opens.

2. Select Salesforce. The Salesforce Integrations page opens.

3. On the Credentials panel, select Configure new credentials:

The Create pages opens at Stage 1: Select a system and name.

4. Under Credential details enter:

External system. This will be pre-populated for Salesforce.
Name. Descriptive name for the Credential.

5. Select Next. The page adjusts to show Stage 1 as checked-off and completed and shifts focus to Stage 2: Configure and create.

6. Under Salesforce Connection, enter the required authentication credentials for connecting to your Salesforce instance:

Subdomain. The subdomain of your Salesforce Org. For example, if you access Salesforce using MyDomainName.my.salesforce.com, then your subdomain would be MyDomainName.
Consumer key. The consumer key obtained from the connected app configured in Salesforce.
Consumer secret. The consumer secret obtained from the connected app configured in Salesforce.

9. Select Create credential. You are returned to the Salesforce Integrations page where the new Credential is listed on the Credentials panel:

The Credential is now available for connecting your Native Integration with Salesforce. See Configuring Salesforce Integrations>Setting Up Authentication for the Integration.

Creating Salesforce Integration Credentials

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