Connecting to Salesforce

Navigate in the admin panel to: Salesforce > Settings > Connections

Multiple connections can be configured to communicate among various Salesforce Instances, API versions, and authorization types.

# Providers

A connection provider is responsible for authorizing with the Salesforce API. Salesforce supports various authorization methods; we recommend OAuth.

# Option 1: OAuth 2 (recommended)

Download and install our OAuth 2 connection provider. It leverages Patron, our OAuth2 client manager for Craft CMS.

# Option 2: Build Your Own

You can build your own connection type to accommodate unique connection requirements.

# Step 1 - Implement Interface

Create a new PHP class that implements SavableConnectionInterface

# Step 2 - Register Provider

Register the provider so it is available as a connection provider option.

Add the following to your Craft Module/Plugin init() function.

\yii\base\Event::on(
    \flipbox\craft\salesforce\cp\Cp::class,
    \flipbox\craft\salesforce\events\RegisterConnectionsEvent::REGISTER_CONNECTIONS,
    function (\flipbox\craft\salesforce\events\RegisterConnectionsEvent $event) {
        $event->connections[] = <YOUR_CONNECTION_PROVIDER_CLASS>::class;
    }
);

# Overrides

You can define connection provider overrides via: config/salesforce-connections.php

An example override may look like:

<?php

return [
    '<YOUR-CONNECTION-HANDLE>' => [
        'version' => 'v45.0'
    ]
];

# Pro-Tip

# How to handle Salesforce Sandbox Instances

We insist on using them during development and testing. As your Craft project progresses through environments, configure the connection using Overrides (depending on the connection provider) to update credentials and endpoints.

# Which version should I use?

Use the latest most stable version available to your instance. The version must be entered with a lowercase 'v' prefixed to it. Ex: v45.0. Here is a handy reference to determine your API Version.