TABLE OF CONTENTS

  • Configuring Salesforce
  • Creating a New Connected App (Settings Required)
  • Manage Connected App
  • Configuring the Salesforce Connection


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To add a Salesforce Connection, go to the Connections page which is accessed via Menu -> Connected Data -> Connections.

NOTE: Salesforce connections are only available on Premium accounts.



You must be an Administrator-level user to see this option. 

  • Click the ADD CONNECTION button on the top-right of the page to add a new connection. This will bring up a list of connections from which you can choose.


 

Configuring Salesforce

Log into your Salesforce account and navigate to Setup>Setup for current app (cog icon top right).


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Next:

  • On the left-hand menu, click on Platform Tools>Apps>App Manager
  • Click on New Connected App on the top right-hand corner


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Creating a New Connected App (Settings Required)

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1) Basic Information

  • Connected App Name
  • API Name
  • Contact Email


2) API (Enable OAuth Settings)

  • Check the Enable OAuth Settings option

3) The Callback URL can be found on Amplus Forms Web portal after adding a SalesForce Connection

 

4) Selected OAuth Scopes - The following scopes need to be selected:

  • Access and manage your data (api)
  • Access your basic information (id, profile, email, address, phone)
  • Perform requests on your behalf at any time (refresh_token, offline_access)

Manage Connected App

After the app is created, the following details are required for configuring your Salesforce Connection:


1) Company Domain



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2) Consumer Key



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3) Consumer Secret



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Configuring the Salesforce Connection

Add your Company Domain, Consumer Key and Consumer secret to your Salesforce Connection.

 

In addition, if your account is a Sandbox Account, check the Sandbox Account option.

 

On the top-right of the page, hit the “Save”button.



For the final step, hit “Authorize” on the SalesForce Connection to authenticate using your SalesForce login details.

 

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Once the connection has been authenticated successfully, the platform will indicate this via a green connected tick.



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For more information on pushing and pulling data to/from Salesforce, the following articles might be of interest:

  • Salesforce Form Connector 
  • Salesforce Data Source Connector