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'"?
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?
P.S. How is this plugin working out for folks who are using it. Any tips or tricks I should know?
SOQL turns out not to be that bad.
Here is a quick overview of the differences.
Now I have to learn what is stored in which objects. Which are standard and which are custom to my client.
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.