Salesforce

Foji is a powerful data integration platform that allows you to connect and process data from various sources, including Salesforce. This documentation will guide you through the process of configuring a Salesforce connector in Foji. The Salesforce connector enables you to connect to your Salesforce account and retrieve data for integration and analysis. To configure the Salesforce connector, you will need to provide the following fields: Name, Instance URL, Username, Authorize Production, Authorize Sandbox, and Login with Salesforce.

Step 1: Accessing Connector Configuration

1. Log in to your Foji account and navigate to the connectors section.
2. Click on the "Add Connector" button or select the option to create a new connector.

Step 2: Naming the Connector

1. In the "Name" field, enter a unique name for your Salesforce connector. Choose a descriptive name that helps you identify the purpose or characteristics of this connector.

Step 3: Providing Salesforce Details

1. Enter the Instance URL for your Salesforce account in the "Instance URL" field. This is the URL used to access your Salesforce instance.
2. Enter your Salesforce Username in the "Username" field. This is the username associated with your Salesforce account.
3. Click on the "Authorize Production" button if you want to connect to your production Salesforce environment. This will initiate the authorization process for accessing your production data.
4. Click on the "Authorize Sandbox" button if you want to connect to your Salesforce sandbox environment. This will initiate the authorization process for accessing your sandbox data.

Step 4: Configuring Features

1. Toggle the "Login with Salesforce" option if you want to enable user login functionality using Salesforce credentials in Foji. This allows users to authenticate with their Salesforce account within the Foji platform.

Step 5: Saving the Connector Configuration

1. After providing the necessary configuration details, click on the "Save" or "Create" button to save the Salesforce connector configuration.
2. Foji will validate the connection and establish a connection with your Salesforce account.
3. You can now use this Salesforce connector in your Foji workflows to retrieve and integrate data from your Salesforce account.
4. Contact the Foji support team for more information on utilizing the Salesforce connector within your workflows.

Conclusion

By following the steps outlined in this documentation, you can configure a Salesforce connector in Foji. This allows you to establish a connection with your Salesforce account and retrieve data for seamless integration and analysis using the Foji platform.

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