Documentation

Description

‍Salesforce Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Salesforce Platform server, in conjunction with calls to the API.

Follow our setup guide to connect SalesForce Apex to Improvado.

Step 1. Click the Make a new connection button on the Connections page and select SalesForce Apex in the Data sources catalog.

Step 2. Authorize your SalesForce Apex account using Webservice endpoint, Client ID, Client Secret, Username, Password.‍

Step 2.1. In the Lightning Experience, go to Setup>Platform Tools>Apps>App Manager.‍

Step 2.2. Find your connected app.‍

Step 2.3. Click on the Actions button and click on the View button.‍

Step 2.4. Click on the Manage Consumer Details button under API (Enable OAuth Settings).‍

Step 2.5. After going through authentication process, you’ll find your Client ID and Client secret.

‍Step 2.6. Your Webservice endpoint should follow the template: ```https://{{instance}}.salesforce.com/services/apexrest/{{packageNamespace}}/{{Method}}/```.‍

Step 2.7. Enter copied values into the Improvado authorization form.

Step 3. After completing the connection process, the SalesForce Apex connection will appear in your Connected sources list.

Step 4. When the connection status is Active and the account status column shows a number of accounts, you can move on to data extraction.

Step 5. To extract data from the connected sources, check the instruction on how to set up data extraction.