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The SalesForce plugin Setup & Use

tgb417
Neuron
Neuron
The SalesForce plugin Setup & Use

I'm working on a project with a group of folks.  We are trying to get the SalesForce Plugin to work.  I have a feeling that I don't have the appropriate access right now to do these steps.  What access does it take to "Create a 'New Connected App'"?

Sales Force Plugin Setup.jpg

 

I guess I'm asking what do I tell the SalesForce Administrator to either do?  Or give me access to do.  Is this feature available in all versions of SalesForce?  Or do you have to pay for a particular version of the product?

--Tom

P.S. How is this plugin working out for folks who are using it.  Any tips or tricks I should know?

 

 
--Tom
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3 Replies
tgb417
Neuron
Neuron
Author

We are working this out.

Now all I have to do is learn some SOQL.

--Tom
tgb417
Neuron
Neuron
Author

SOQL turns out not to be that bad.

Here is a quick overview of the differences.

https://towardsdatascience.com/sql-to-soql-a4b543474942

Now I have to learn what is stored in which objects.  Which are standard and which are custom to my client.

--Tom

--Tom
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datamike
Level 1

I just got this to work for a dataset query against my SF development sandbox.

The authorization method which worked was 'Salesforce SSO method,' which was stored as a preset.  I was unable to get the "connect to Salesforce with a Username-Password login that is stored a plugin preset" authorization method to work.

Once you get connection to work, then the fun begins!  (See screenshot)

Running the Free Community edition with a local Linux installation.

 

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