Salesloft Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Salesloft connector.
Salesloft is a sales engagement platform facilitating communication, automation, and collaboration for sales teams.
This topic describes how to authenticate to Salesloft and configure any necessary connection properties in the Salesloft connection connector.
Prerequisites
Before You Connect
Salesloft uses the OAuth and APIKey authentication standard. OAuth requires the authenticating user to interact with Salesloft using the browser. The provider facilitates this in various ways as described below.
Authenticate a Salesloft Account
Authenticate a Salesloft Account using ine of the below methods.
OAuth
For OAuth authentication, it’s necessary to create an OAuth app.
Create a Custom OAuth App for a process as follows:
Complete the following procedure to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL.
- Create an App
Create an app to obtain the OAuth client credentials, the OAuthClientId and OAuthClientSecret.
To create your app, go to https://accounts.salesloft.com/oauth/applications.
Specify an app name and the Redirect URI. You can see the Client Id and Client Secret listed in the App Credentials section under the Application Information.
- Set a Callback URL
After creating your application, define your app’s CallbackURL:
In your app settings, go to OAuth & Permissions
In the Redirect URLs section click Add a New Redirect URL.
Set the callback URL to http://localhost:33333, or another port of your choice. Ensure that you save the URL.
API Key
Alternatively, authenticate with an APIKey. Provision an API key from the Salesloft user interface:
https://accounts.salesloft.com/oauth/applications
You will receive a Key which will be used when issuing requests.
Connection Configuration
Each connection property available in the Salesloft connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Auth Scheme
Whether to use APIKey Authentication or OAuth Authentication when connecting to SalesLoft.
Possible Values:
OAuth: Set this to perform OAuth authentication.
APIKey: Set this to perform Token Based Authentication via the APIKey property.
API Key
If Auth Scheme is set to API Key, this field will appear. Provide the API key used for accessing your SalesLoft account.
Enable SSL
Option for creating the connection with SSL enabled.
Upload Keystore File
Option to upload keystore file.
Add Configuration: Additional properties can be added using this option as key-value pairs.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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