Salesforce

Access a user's Salesforce CRM records

Setup Guide

You can find your Salesforce app credentials in your Salesforce Developer Account.

You'll need the following information to set up your Salesforce App with Paragon Connect:

  • Consumer Key

  • Consumer Secret

  • Scopes Requested

Add the Redirect URL to your Salesforce app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Salesforce app:

1. Log in to your Salesforce dashboard.

2. Navigate to the gear icon at the top of the page and click Setup.

3. In the left-hand sidebar, go to Platform Tools > Apps > App Manager.

Note: You must have the proper admin permissions on your Salesforce account to access the App Manager. If you don't, please speak to your admin.

4. Click on the registered application you'd like to use. If you don't already have one, click New Connected App.

5. Under API (Enable OAuth Settings), mark the "Enable OAuth Settings" checkbox.

6. Under Callback URL, paste-in Paragon Connect's redirect URL:

https://passport.useparagon.com/oauth

7. Select any scopes you'd like to use in your application.

8. Press the Save button at the bottom of the page.

Salesforce provides your Consumer Key and Consumer Secret needed for the next step once you register your application.

Add your Salesforce app to Paragon

Under Integrations > Connected Integrations > {YOUR_APP} > Settings, fill out your credentials from the end of Step 1 in their respective sections:

  • Consumer Key: Found under Manage Connected Apps > API (Enable OAuth Settings) > Consumer Key on your Salesforce App page.

  • Consumer Secret: Found under Manage Connected Apps > API (Enable OAuth Settings) > Consumer Secret on your Salesforce App page.

  • Permissions: Select the scopes you've requested for your application.

Note: Leaving the Client ID and Client Secret blank will use Paragon development keys.

Connecting to Salesforce

Once your users have connected their Salesforce account, you can use the Paragon SDK to access the Salesforce API on behalf of connected users.

See the Salesforce REST API documentation for their full API reference.

Any Salesforce API endpoints can be accessed with the Paragon SDK as shown in this example.

// You can find your project ID in the Overview tab of any Integration
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
// Create an Account
await paragon.request("salesforce", "/sobjects/Account", {
method: "POST",
body: { "Name": "Express Logistics and Transport" }
});
// Query Accounts
await paragon.request("salesforce", "/query/Account", {
method: "GET",
body: { "q": "SELECT+name+from+Account" }
});

Building Salesforce workflows

Once your Salesforce account is connected, you can add steps to perform the following actions:

  • Create record

  • Update record

  • Delete record

  • Get record by ID

  • Search records

  • Search records by SOQL query

  • Get record metadata

When creating or updating records in Salesforce, you can reference data from previous steps by typing {{ to invoke the variable menu.