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This guide walks you through installing and configuring the Salesforce integration on iPaaS.com. The integration keeps Salesforce Accounts and Contacts in sync with iPaaS.com, in both directions, on a scheduled basis. Change capture is poll-based: the integration periodically checks Salesforce for new and updated records using a configurable look-back window. It does not rely on real-time Salesforce push notifications, so a record created or edited in Salesforce is picked up on the next scheduled poll rather than instantly.
Before You Begin
Before you start, make sure you have the following in place.
Salesforce access
A Salesforce account with administrator privileges, so you can create and view a Connected App.
Your Salesforce instance URL
The base URL of your Salesforce instance, for example
https://your-instance.salesforce.com. You provide this as the API Url during setup.
A Salesforce Connected App (for OAuth)
The integration authenticates with Salesforce using OAuth through a Connected App. The Connected App provides two credentials you will enter into iPaaS.com: the Consumer Key (the OAuth client id) and the Consumer Secret (the OAuth client secret).
Where to find the Consumer Key and Consumer Secret
The Consumer Key and Consumer Secret come from a Connected App in your Salesforce org. If your administrator has already created a Connected App for this integration, you only need to retrieve its credentials. If not, create one first.
To create a Connected App, in Salesforce go to Setup, enter App Manager in the Quick Find box, select App Manager, and create a new Connected App with OAuth enabled. When enabling OAuth, supply a callback URL and the OAuth scopes required for API access, then save.
To retrieve the credentials from an existing Connected App, in Salesforce go to Setup, enter App Manager in the Quick Find box, and select App Manager. Locate your Connected App, open its detail view, and next to the consumer key and secret, choose Manage Consumer Details. Salesforce may ask you to verify your identity before the values are shown. Note the consumer key and consumer secret, then copy them into the matching iPaaS.com fields.
The exact navigation and labels can change between Salesforce releases. For current, authoritative steps, refer to Salesforce's official Connected App documentation: "View and Rotate the Consumer Key and Consumer Secret of a Connected App" (help.salesforce.com, accessed 30 June 2026).
Integration Setup
Install the subscription
Go to Subscriptions Management and click Search Certified Integration Marketplace and Subscribe.
Click the Salesforce integration title.
Click the Subscribe button.
Enter a name for the subscription and select a version. The name can be any relevant, unique subscription name within the company where this subscription is created.
Format: [Product Name] - [Environment/Purpose]
Example: Salesforce - Release
Select Create Default Mappings (recommended).
NOTE: If you do not want to create default mappings and prefer to build all mappings from scratch yourself, leave this box unchecked. |
Provide the API Url
Enter the API Url for your Salesforce instance. This is the base URL specific to your Salesforce instance, for example
https://your-instance.salesforce.com.
Authentication Configuration
The integration authenticates with Salesforce using OAuth through your Connected App. During authentication, iPaaS.com redirects you to Salesforce to grant access, then exchanges the authorization for the access and refresh tokens it uses to call the Salesforce API on your behalf.
Provide the Connected App credentials
In the Salesforce subscription settings in iPaaS.com, provide the following:
API Url: the base URL of your Salesforce instance.
Consumer Key: the OAuth client id from your Salesforce Connected App.
Consumer Secret: the OAuth client secret from your Salesforce Connected App.
Run the OAuth flow
Open the Salesforce subscription you created.
Click the Authentication icon in the top toolbar.
A new browser window opens and requests permission for the application. If you are not already signed in to Salesforce, it prompts you to log in first. Click Allow.
After the confirmation page appears, close it. Refresh the iPaaS.com subscription; if the process was successful, the access and refresh token values appear on the subscription.
NOTE: Salesforce OAuth access tokens expire. The integration uses the refresh token to obtain a new access token automatically, so authentication continues to work after the original access token expires. |
Reset the OAuth permissions if required
If you need to re-authenticate, clear the existing tokens first.
In your Salesforce subscription in iPaaS.com, use the delete (trash) icon next to the OAuth tokens to remove any previous access tokens, and lastly the OAuth status. This is the trash icon at OAuth callbacks manually deleted.
IMPORTANT! Do not use the Delete (trash) icon in the toolbar at the top of Subscription Settings. That action deletes the entire subscription. 2. Click the Authentication icon again to retry the OAuth process from your iPaaS.com subscription.
Operational Configuration
Because change capture is poll-based, the integration uses a look-back window to decide how far back to check Salesforce for new and changed records on each run. You control this window with the following settings in the subscription settings.
Account Poll Days: the number of days the integration looks back when checking Salesforce for new and updated Accounts. Default: 7.
Contact Poll Days: the number of days the integration looks back when checking Salesforce for new and updated Contacts. Default: 7.
A larger value captures older changes at the cost of processing more records on each poll; a smaller value processes fewer records but only captures more recent changes. The defaults of 7 days suit most subscriptions. Adjust them only if your sync schedule or data volume calls for a different look-back window.
Post-Installation Verification
After completing the installation, verify that data flows correctly by running a manual sync.
In the iPaaS.com subscription, run a manual sync of either the Account or the Contact collection.
Confirm the records you expect were transferred. For a record originating in Salesforce, confirm it appears in iPaaS.com; for a record originating in iPaaS.com, confirm it appears in Salesforce.
Review the results in Dashboard / Integration Monitoring / Error Logs to confirm the run completed without errors. Address any errors reported there before relying on the integration for production data.
If the manual sync completes and the expected records are present, the integration is installed and authenticated correctly.
Support and Troubleshooting
Click the Help button on any iPaaS.com page to contact support or to search the documentation. Additional resources:
Documentation: API Introduction
Support portal: iPaaS.com Support Portal
Contact: Contact iPaaS.com
For issues specific to your Salesforce org, your Connected App, or Salesforce API access, contact your Salesforce administrator or Salesforce support through your Salesforce partner.
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