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.
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.
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.
Before jumping into Toric you will need to create a Connected App. The setup for a Connected App will require Administrator permissions in Salesforce.
Here’s a breakdown of the steps to create a Toric Connected App in your Salesforce account.
Login to Salesforce with an administrator account. Then click on the gear (top right) and select the Setup option.
Using the left menu, scroll down to PLATFORM TOOLS and open the Apps options. Click on App Manager.
Click on the New Connected App option (top right).
Click on the checkbox to Enable OAuth Settings.Enter the following values:
Note: The Salesforce setup of your ToricApp may take 10 minutes.
Following step 4, click on the Manage option, then Edit Policies.
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.
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:
You will need to copy the Consumer Key and Consumer Secret. Click the reveal option in order to display your Consumer Secret.
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).
After creating the ToricApp in Salesforce, you’re ready to go back to Toric and configure your integration.
Setting up a configuration In Toric is as easy as following the steps below
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.
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.
Enter your Salesforce username in the text box. Remember this must be from an account Admin.
Enter your Salesforce password in the text box.Remember this must be from an account Admin.
Copy your Salesforce Consumer ID which you obtained from Step 1A.
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.
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.
Copy your Account URL endpoint which you obtained from Step 1B. For example, Toric’s URL is toriclabs2-dev-ed.my.salesforce.com.
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.
Learn more about other types of Automation actions in the article, Automations for Integrations.
Checkout this quick example of a Salesforce automation.
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.
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 firstname.lastname@example.org.
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 email@example.com.