Salesforce

Supported version: Spring'23(Cloud).

API Rate Limit: Variable for different APIs

Supported Authentication: OAuth 2.0 Authentication

Follow the below steps to register an OAuth 2.0 application on Salesforce using your account.

1. Login into your Salesforce Account.
2. Go to Setup -> Platform Tools -> Apps -> App Manager.
3. Choose ‘New Connected App’ and enter following mandatory details:
   • Connected App Name
   • API Name
   • Contact Email
   • Contact Phone
   • Check ‘Enable OAuth Setting’
   • Redirect URL: This would be https://<HostName.DomainName>:48444/AccountManagementWebService/callback.html, For example: If Gathr Analytics is installed on machine whose hostname is KleraMachine.Klera.io then Redirect URL would be https://KleraMachine.Klera.io:48444/AccountManage mentWebService/callback.html

Important: This URL should be accessible from the client machine. Machine from where user is login into Gathr Analytics.

• Select required Scopes from “Available OAuth Scopes” and add them to “Selected OAuth Scopes”
• Select “Enable Client Credentials Flow” and “Enable Authorization Code and Credentials Flow”.

4. Click on Save after above setting.
   • Edit the added App and save following properties:
5. Under section ‘API (Enable OAuth Settings)’, select Manager Consumer Details.
   • Copy the “Consumer Key” and “Consumer Secret” and keep it safe
6. Need to add port 48444 in Firewall/Security systems whitelist.

Following are the prerequisites to Configure the Salesforce Connector:

1. Instance URL Instance URL of your Salesforce instance. For example : https://salesforce.klera.io
2. Application Key: Enter Client ID.
3. Application Secret: Enter Client Secret.
4. Authorization URL: Refer
5. Access Token URL: Refer.
6. Domain for Callback: Enter Hostname with Domain Name of Klera machine. For example: KleraMachine.Klera.io
7. Click on ‘Save’.
8. On clicking ‘Save’, a pop-up will open which will prompt for Salesforce credentials and after successful authentication, it will redirect to the Call Back URL(redirect URL) mentioned in the Salesforce.

Important: Please make sure, the pop-up is not blocked by the chrome browser.