Configure Salesforce In Toric

Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configure your Salesforce account in Toric which will allow you to have direct access to your organization’s data.

This article covers:

• What Are Integrations?
• What Are Automations?
• Create a Connected App in Salesforce
• Configure Salesforce in Toric
• Example Salesforce Automation
• FAQ

What Are Integrations?

An Integration is any software which Toric can connect to via the software’s API service. In other words, facilitates getting your data by integrating to your existing software tools.

To learn more, check out Intro to Integrations.

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What Are Automations?

Automations are Actions that are executed based on a Trigger event. For example, run a Dataflow when a source is updated in a project.

To learn more, check out Automations For Integrations.

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Create a Connected App In Salesforce

Before jumping into Toric you will need to create a Connected App. The setup for a Connected App will require Administrator permissions in Salesforce.

Setup time: 1 min

Here’s a breakdown of the steps to create a Toric Connected App in your Salesforce account.

Navigate to Setup
Open App Manager
Create a New Connected App
Enable OAuth Settings
Edit Policies
Information Required for Toric Setup

1. Navigate to Setup

2. Open App Manager

Using the left menu, scroll down to PLATFORM TOOLS and open the Apps options. Click on App Manager.

3. Create a New Connected App

Click on the New Connected App option (top right).

A. Enter the following values:

• Connected App Name: ToricApp
• API Name: ToricApp‍
• Contact email: enter your salesforce administrator email address (i.e., integration-admin@toric.com in our case)

4. Enable OAuth Settings

Click on the checkbox to Enable OAuth Settings.Enter the following values:

A. Callback URL: https://app.toric.com/integrations/salesforce/app/integrationAuth

B. Selected OAuth Scopes: Select the following options from the left and use the ">" button to add them to the right

• Manage user data via APIs (api)
• Manage user data via Web browsers (web)
• Perform requests at any time (refresh_token, offline_access)

C. Make sure the following option is checked

• Require Secret for Web Server Flow

Note: The Salesforce setup of your ToricApp may take 10 minutes.

5. Edit Policies

Following step 4, click on the Manage option, then Edit Policies.

A. In OAuth Policies makes sure to have the following options selected:

• Permitted Users: All users may self-authorize.
• IP Relaxation: Relax IP restrictions.
• Refresh Token Policy: Immediately expire refresh token

In case you lose your page, Using the left menu, scroll down to PLATFORM TOOLS and open the Apps options. Click on Connected Apps. Then click the Manage Connected Apps option.

6. Information Required for Toric Setup

View your ToricApp in Salesforce. Navigate back the App Manager and find ToricApp. Click on the dropdown (far right) and select the View option. You will need to get the following information:

A. Consumer Key and Consumer Secret.

You will need to copy the Consumer Key and Consumer Secret. Click the reveal option in order to display your Consumer Secret.

B. Account URL.

Click on your avatar on the top right and copy the url that is below your username. It should look like the following (i.e., toriclabs2-dev-ed.my.salesforce.com).

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Configure Salesforce in Toric

After creating the ToricApp in Salesforce, you’re ready to go back to Toric and configure your integration.

Setup time: 1 min

Setting up a configuration In Toric is as easy as following the steps below

Locate the Salesforce Integration
Enter a Configuration Name
Enter Your Salesforce Username
Enter Your Salesforce Password
Enter Your Salesforce Consumer Key
Enter Your Salesforce Consumer Secret
Validate Your Configuration
Account URL Endpoint
URL Overrides

1. Locate the Salesforce Integration

From the integrations menu, navigate to Salesforce and click on Setup Integration.

Next, click on the Create a Configuration button to open the configuration dialog. Follow along with step 2 through 7 to complete the configuration.

2. Enter a Configuration Name

Use the text field to enter a name for your Salesforce integration. If you choose to create more than one Salesforce configuration, we recommend choosing a unique name to differentiate each.

3. Enter Your Salesforce Username

Enter your Salesforce username in the text box. Remember this must be from an account Admin.

4. Enter Your Salesforce Password

Enter your Salesforce password in the text box.Remember this must be from an account Admin.

5. Enter Your Salesforce Consumer key

Copy your Salesforce Consumer ID which you obtained from Step 1A.

6. Enter Your Salesforce Consumer Secret

Copy your Salesforce Consumer Secret which you obtained from Step 1A.

Note: Before clicking on Add configuration, you could use the Validate Configuration button to make sure the form is completed correctly. Invalid fields will be highlighted in red and a successful validation with show in green.

7. Validate Your Configuration

Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green.

8. Account URL endpoint

Copy your Account URL endpoint which you obtained from Step 1B. For example, Toric’s URL is toriclabs2-dev-ed.my.salesforce.com.

9. URL Overrides

The last field is optional and can be used to point to a different URL. For example, you may want to test in a sandbox or a developer environment.In this case, paste your URL in the text field that says Salesforce URL Login Endpoint.

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Example Salesforce Automation

Learn more about other types of Automation actions in the article, Automations for Integrations.

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Checkout this quick example of a Salesforce automation.

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FAQ

1. Can I edit my configuration?

Absolutely. Click the three dots on the right and select the Update option. If you no longer need a configuration, you should delete it and create a new one.

If you choose to make a new configuration, you will need to update all Automations that use the old configuration.

2. Why is my configuration always invalid?

First, check that you followed Steps 1 through 7. If you’re still getting an invalid configuration, please open a ticket using the in app chat (bottom right) or write to us at support@toric.com.

3. How can I request an Integration?

Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at support@toric.com.

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Check out the links below for related articles:

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