SalesForce

The Sales Force Connector allows you to integrate your designer application with SalesForce. You can create or update Lead record with SalesForce connector.

Sales Force Settings

1. Login to SalesForce

2. Open Service Setup

3. Navigate to App Manager

4. Click on New Connected App

5. Fill out all required fields on the Connected App page

   Connected App Name

   Name of your application

   API Name

   The name of your API connection

   Contact Email

   E-mail address of the contact person

   Enable Oauth Settings

   You need to enabled this option for Spreadsheetweb Oauth connection to Sales Force

   Callback URL

   https://{host-name}/designer/SalesForce/SalesforceCallback{host-name} defines your server address

   The example below is for a web application running on the SpreadsheetWEB public cloud (www1).

   https://www1.spreadsheetweb.com/mutas/SalesForce/SalesforceCallback

   Selected OAuth Scopes

   This should be set to Full access.

   Require Secret for Web Server Flow

   This option should be enabled.

6. Click Save. You will be redirected to the Application Review page.

7. Login to your SpreadsheetWEB account and create a designer application if you haven’t done so already.

8. The fields given below can be tied to User Interface controls in your designer application.

   Field Name	Type	Required
   City	String
   Company	String	Yes
   Country	String
   Description	String
   Email	String
   Fax	String
   FirstName	String
   Industry	String
   LastName	String	Yes
   LeadSource	String
   MobilePhone	String
   NumberOfEmployees	Integer
   Phone	String
   Rating	String
   Salutation	String
   State	String
   Street	String
   Title	String
   WebSite	String

   See this page for more details on these parameters:

   https://developer.salesforce.com/docs/api-explorer/sobject/Lead

Designer Settings

1. Your designer application must have a database table already in place. For this, your application must contain at least one data table, and be published.

2. Next, go the Connectors page, click Add Connector, and select SalesForce.
   

   1. Name field is the friendly name for your connector. This will not be visible to the end users. Leads Method must be enabled if you want to use the Leads method.
   2. Click Authorize and you will be directed to SalesForce .
   3. Login with your details and click Allow. You will be redirected to the Connectors Page.
      
   4. Click the Create Connect button when you’re done.

3. After the connector is created, click on the Properties button which becomes visible when you hover over your connector module.

4. On the Properties page, you can map and configure the SalesForce fields with those in your web application. Set the Entry Mode to From Named Range and select the corresponding named ranges in the Named Range fields. You can also define a named range for the ID property if you’re planning to utilize this feature.
   

5. Go to user interface design and add an Action button control into the page.

6. On the events section, select “SalesForce Connector (your connector name)”.

7. Finally, Publish your application from the dial menu.