Salesforce Connector - How to set up connection resource and use connector

Preparing the Salesforce connection information

Prepare the following Salesforce connection information.

Note:
Please confirm the following items in advance, as they will be used in the "Creating a Connection resource" section below.

-API Endpoint -> URL of Salesforce login page
-API Version -> API version of Salesforce
-Client ID ->Consumer Key obtained from Salesforce
-Client secret ->Consumer Secret obtained from Salesforce
-Authorization endpoint ->OAuth 2.0 authentication endpoint in Salesforce
-Token endpoint -> OAuth 2.0 token endpoint in Salesforce
-Client authentication method -> client authentication method in Salesforce

Creating a Connection resource

To use the Salesforce Connector in HULFT Square, you need to create Salesforce and OAuth connection resources.

-Salesforce connection

1. In HULFT Square, go to [Main] - [DATA INTEGRATION] - [Connections] and click [Add New]. 

2. In Type section, select [Salesforce] for Connector and [Salesforce connection] for Type, then click [Next].

3. In General section, set name of connection resource, workspace (optional) and description (optional), then click "Next".

4. In Settings section, set API Endpoint and API Version. 

5. In  Profiles section, select profiles.

6. If there are no problems in Summary section, click "Finish" to complete connection resource 

settings.

-OAuth 2.0 authentication

1. In HULFT Square, go to [Main] - [DATA INTEGRATION] - [Connections] and click [Add New]. 

2. In Type section, select [OAuth] for Connector and [OAuth 2.0 authentification] for Type, then click [Next].

3. In General section, set name of connection resource, workspace (optional) and description (optional), then click "Next".

4. In Settings section, set each parameter and click [Authorize].
Set [Redirect URI] to Callback URL in Salesforce.

-Salesforce official document
OAuth Endpoints

5. Log in to Salesforce.
A callback file will be downloaded automatically.

Note:
If you cannot login, please try the following workarounds.
-Add "Perform requests at any time" in the scope definition of the connected apps settings in Salesforce.
-Check the "IP Relaxation" setting in the apps settings in Salesforce.
  The access may be restricted by the setting.

6. Set Integrate Service and Profile to load resources.

7. Refresh token is successfully obtained and set in Settings section.

8. In Profiles section, select profiles.

9. If there are no problems in Summary section, click "Finish" to complete connection resource settings.

Now you have Salesforce and OAuth connection resources.

Setting up the connector

Here is an example of using the Salesforce Connector on a script with the connection resources added above.

Example: Setting up the Salesforce Connector [Read Records] operation

Drag and drop [Cloud] - [Salesforce] - [Read Records] onto the script canvas to open the properties dialog.

The setting values for each item in the required settings tab are as follows:

-Authentication settings: Select the OAuth connection resource name created in the Creating a Connection resource section.
-Connection settings: Select the Salesforce connection resource name created in the Creating a Connection resource section.
-Object name: Select the target object.
-Field list: Select target fields.
-Search criteria (WHERE clause): Specify the search criteria.