Create Salesforce Integration
To add a Salesforce Workflow Integration, perform the following steps:
- Login to Workflow Studio.
- Under Library, click Integrations.
- In the Integrations Hub, click
icon on the Salesforce integration tile.
- Click Add new to create a new connection.Figure 1. Salesforce Integration - Add new
- Click Complete Setup.Figure 2. Salesforce Integration - Configure this connection
- In the Configure this connection screen, provide the following details:
- Enter an appropriate connection name in the Name field.
- Enter the consumer key created in the Salesforce Portal in the Consumer Key field.
- Enter the consumer secret created in the Salesforce Portal in the Consumer secret field.
- Click Create.
The Connection Complete screen is displayed to confirm the success of the third-party integration.
- Click Continue.
The newly created connection is displayed in the list. You can now use your Salesforce Integration in Workflow Studio.
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