Configuring Salesforce as an API Provider
Before Salesforce Objects can be imported into your Magentrix portal, Salesforce must be configured as an API Provider so that the two platforms can communicate.
Requirements
To configure Salesforce as an API Provider, users must be assigned a security role with the following permissions:
- Administrator System Role
To configure Salesforce as an API Provider:
- In the Setup Home page, click Extend > Connected Apps.
- Click New.
- Select API Provider and then click Next.
- Select Basic and then click Next.
- Complete the provided fields with your force.com information, credentials, and security token.
- Click Save.
<< Salesforce Integration Checklist | Importing Salesforce Objects >>