Link to or import data from Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform. It provides users with a way to track and manage customer information and interactions in one central location.

One of the advantages of using Salesforce is that it offers a variety of ways to import and export data. This makes it easy to link data from Salesforce to other applications or platforms.

There are two main ways to link data from Salesforce to another application:

  1. Use the Salesforce API to connect to Salesforce and query or update data.
  2. Use the Salesforce Connector for Heroku Connect to synchronize data between Salesforce and Heroku Postgres database tables.

The following sections describe how to set up each method.

Method 1: Use the Salesforce API

To use the Salesforce API, you need to create a connected app in Salesforce. A connected app is an application that connects to Salesforce using the Salesforce API.

Follow these steps to create a connected app:

  1. Log in to your Salesforce account.
  2. From the top menu, select Setup.
  3. In the left sidebar, expand Apps and click App Manager.
  4. Click New Connected App.
  5. Enter a name and description for the app.
  6. Under API (Enable OAuth Settings), select Enable OAuth Settings and enter a callback URL. This is the URL that users are redirected to after they have authenticated with Salesforce.
  7. Under Selected OAuth Scopes, select Full access (full) and Refresh Token Is Valid For.
  8. Click Save.
  9. Copy the Consumer Key and Consumer Secret from the connected app details page. You’ll need these values to authenticate with Salesforce in your application.

After you have created the connected app, you can use the Salesforce API to query or update data in Salesforce. For more information, see the Salesforce API documentation.

Method 2: Use the Salesforce Connector for Heroku Connect

The Salesforce Connector for Heroku Connect is a add-on that synchronizes data between a Salesforce organization and a Heroku Postgres database table.

Heroku Connect uses OAuth to connect to your Salesforce organization. 

Follow these steps to set up OAuth for Heroku Connect:

  1. Log in to your Salesforce account.
  2. From the top menu, select Setup.
  3. In the left sidebar, expand Apps and click App Manager.
  4. Click New Connected App.
  5. Enter a name and description for the app.
  6. Under API (Enable OAuth Settings), select Enable OAuth Settings and enter a callback URL. This is the URL that users are redirected to after they have authenticated with Salesforce.
  7. Under Selected OAuth Scopes, select Full access (full) and Refresh Token Is Valid For.
  8. Click Save.
  9. Copy the Consumer Key and Consumer Secret from the connected app details page. You’ll need these values to authenticate with Salesforce in your application.

After you have set up OAuth, you can install the Salesforce Connector for Heroku Connect. For more information, see the Heroku Connect documentation.

You can find more information about how to link data from Salesforce to other applications or platforms in the Salesforce documentation.

FAQs:

How do I link data from Salesforce to another application?

There are two main ways to link data from Salesforce to another application:

  1. Use the Salesforce API to connect to Salesforce and query or update data.
  2. Use the Salesforce Connector for Heroku Connect to synchronize data between Salesforce and Heroku Postgres database tables.

What is a connected app in Salesforce?

A connected app is an application that connects to Salesforce using the Salesforce API. To use the Salesforce API, you need to create a connected app in Salesforce.

What is OAuth?

OAuth is a protocol that allows applications to access data on behalf of a user without sharing the user’s credentials with the application. OAuth is used to authenticate users with Salesforce.

How do I set up OAuth for Heroku Connect?

Follow these steps to set up OAuth for Heroku Connect:

  1. Log in to your Salesforce account.
  2. From the top menu, select Setup.
  3. In the left sidebar, expand Apps and click App Manager.
  4. Click New Connected App.
  5. Enter a name and description for the app.
  6. Under API (Enable OAuth Settings), select Enable OAuth Settings and enter a callback URL. This is the URL that users are redirected to after they have authenticated with Salesforce.

Conclusion:

Salesforce provides two main ways to link data from Salesforce to another application: using the Salesforce API or using the Salesforce Connector for Heroku Connect. OAuth is used to authenticate users with Salesforce. To use the Salesforce API, you need to create a connected app in Salesforce.

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