Salesforce

Introduction

The Salesforce Book integrates with Salesforce, allowing you to interact with Salesforce data and functionalities. This integration enables users to perform a wide range of operations on Salesforce objects, including querying, creating, updating, and deleting records, and managing files.

Prerequisites

1. Salesforce Account: You need to have an active Salesforce account. If you do not have one, you can sign up for a Salesforce trial account to get started.

2. API Access: Ensure that your Salesforce account has API access enabled. API access is required for Kognitos to communicate with Salesforce.

3. Security Token: Obtain your Salesforce security token, which is used in conjunction with your password to access Salesforce via the API securely. You can find this in your Salesforce settings under "My Personal Information" > "Reset My Security Token". You may need to contact your company’s IT support for the security tokens.

Required Credentials

To connect to Salesforce, you will need the following credentials:

1. Salesforce Instance URL: The base URL of your Salesforce instance. This URL is unique to your organization and can be found in the address bar when you are logged into Salesforce. It typically follows the format https://<your_instance>.salesforce.com.

2. Username: The email address or username associated with your Salesforce account.

3. Password: The password for your Salesforce account.

4. Security Token: A security token is an automatically generated key from Salesforce that adds an extra layer of security on top of your password. If you're accessing Salesforce from an untrusted network, you'll need this token. You can obtain your security token by navigating to your Salesforce settings and requesting a new token. Salesforce will email the token to the email address associated with your account.

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Learning the Salesforce Book

1. Navigate to Books.

2. Search for Salesforce.

1. Click on + Book.

2. Add in the credentials when you are prompted

   

Note: In case you see Test and Production credentials separately you can add both. If you don't have two sets of credentials you can use the same credentials in both.

Once the book has been learned successfully, you are ready to perform various operations on Salesforce. You can now fetch data, create new records, update existing ones, delete records, manage files, and more.