Create Salesforce Integration

To add a Salesforce Workflow Integration, perform the following steps:

  1. Login to Workflow Studio.
  2. Under Library, click Integrations.
  3. In the Integrations Hub, click A screenshot of a computer Description automatically generated icon on the Salesforce integration tile.
  4. Click Add new to create a new connection.
    Figure 1. Salesforce Integration - Add new
    Salesforce Integration - Add new

  5. Click Complete Setup.
    Figure 2. Salesforce Integration - Configure this connection
    Salesforce Integration - Configure this connection

  6. In the Configure this connection screen, provide the following details:
    1. Enter an appropriate connection name in the Name field.
    2. Enter the consumer key created in the Salesforce Portal in the Consumer Key field.
    3. Enter the consumer secret created in the Salesforce Portal in the Consumer secret field.
  7. Click Create.

    The Connection Complete screen is displayed to confirm the success of the third-party integration. 

  8. Click Continue.

The newly created connection is displayed in the list. You can now use your Salesforce Integration in Workflow Studio.