How to connect
Prerequisites
Before setting up the Salesforce integration, ensure you have the following:
Salesforce Account
Access to a Salesforce account with administrator privileges.
Connected Apps in Salesforce
A Connected App should be enabled in your Salesforce environment to allow API communication.
Salesforce Instance URL
Confirm the URL of your Salesforce instance, such as
https://your-instance.salesforce.com.
Configure Subscription Settings
Navigate to the Salesforce subscription settings in iPaaS.com and provide the following details:
Field | Description | Required | Example |
Name | A unique identifier for this subscription. | Yes | Salesforce Integration |
Version | Specifies the iPaaS.com integration version to use. | Yes | v1.0 |
API URL | Your Salesforce instance URL. | Yes |
|
API Key | Leave this field empty. | No | (empty) |
Authentication Methods
OAuth Authentication
Add the subscription
Add the name of the subscription and save it.
Authenticate the Subscription
Navigate to the subscription settings in iPaaS.com.
Click the Authenticate button in the top toolbar.
Salesforce Login
Log in with your Salesforce credentials.
Allow the required permissions for iPaaS.com.
Refresh and Verify
After granting permissions, refresh the subscription to confirm the connection.
Ensure the Access Token and Refresh Token fields are populated.
Troubleshooting OAuth Authentication
To reset OAuth permissions and reattempt authentication:
Remove Existing Tokens
In iPaaS.com, delete existing OAuth tokens by clicking the delete icon in the subscription settings.
Reset OAuth in Salesforce
Go to Setup > Apps > Connected Apps > Connected Apps OAuth Usage in Salesforce.
Locate the iPaaS.com app and click Install.
Uninstall and Reinstall
On the Connected App page, click Uninstall and confirm.
Reinstall the app and retry the OAuth authentication in iPaaS.com.
Initialization Support
Currently, initialization is not supported for Salesforce in iPaaS.com. All data synchronization and mappings must be configured manually during the integration process.
Throttling
Throttling ensures that Salesforce’s API isn’t overwhelmed by excessive API calls, preserving system performance during heavy data transfers.
While the throttling fields are required, the values are pre-populated by the integration settings. For more details, refer to Subscription Configuration – Edit.