This video provides a step-by-step guide on how to connect your ues.io app to Salesforce and work with Salesforce data such as opportunities, accounts, contacts, and leads.
Key steps covered:
• Salesforce Setup:
• Log into Salesforce, access the App Manager, and create a new Connected App.
• Fill in the app name, contact email, set the callback URL (as specified in ues.io documentation), and configure OAuth scopes for API access.
• Save the app, confirm via the email code from Salesforce, and collect the client ID and client secret from Salesforce’s manage consumer details section.
• ues.io App Setup:
• In ues.io, create a new app (optionally using App Kit or an empty app).
• Set up a development workspace and go to the Bundle Store to install the Salesforce Connect bundle.
• Enter the Salesforce client ID, client secret, and Salesforce connect URL into the ues.io integration settings.
• Test the authentication to confirm a successful connection.
• Connecting Data:
• Create a new collection in ues.io, set its data source type to “external,” and select Salesforce.
• Use the API names from Salesforce for collections and fields (these can be found in Salesforce’s Object Manager).
• Build a view in ues.io that displays Salesforce data, for example, by creating a table view linked to the external Salesforce collection.
Key takeaway:
The video demonstrates how to securely connect ues.io to Salesforce, map data fields, and display Salesforce records in your app, enabling seamless integration and management of Salesforce data within ues.io. Documentation for data connectors is available at ues.io - Data Connectors.