Salesforce
Objectives of the Salesforce page
The Salesforce feature allows you to configure the connection with your Salesforce production or sandbox environment.
How to make the connection?
To establish the connection :
| Name of the field | Type | Mandatory | Description |
| Username | String | Yes | set the Salesforce Username (example : xyz@mySFDC.com.sandbox) |
| Password | String | Yes | set the Password associated to this user |
| Token | String | Yes | set the Security Token,See Salesforce documentation to review how to get the Security Token.Documentation |
| Use production domain | Check box | No | Untick>If you are connecting the shop with a sand box,Tick>If you are connecting the shop with a production environment |
| Create accounts on salesforce | Check box | No | When a new user is registered in the shop, he/she is created in the Front and Zuora.If you want to have this user automatically created in Salesforce too, just tick the checkbox "Create accounts on salesforce". |
Tips
OAuth mode is currently not supported.
It's recommended to use an API user.