Salesforce
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When you're setting up your first workflow with Salesforce, you will need to create a Credential in order to connect MESA with Salesforce.
Log in to Salesforce, then click the Setup button (gear icon in the top right). If a menu is displayed, then click Setup.
In the left hand menu, navigate to Apps and App Manager.
Then click on New Connected App.
If prompted, click Create a Connected App and continue.
Enter MESA for the connected app under Connected App Name. The API Name field will then auto-populate.
Enter a valid email for Contact Email.
Ensure Enable OAuth Settings is checked.
Then for Callback URL, enter: https://app.getmesa.com/apps/mesa/oauth/redirect-token
Then select all items under Available OAuth Scopes and hit the right arrow under Add to move all of them to Selected OAuth Scopes.
By default, 3 settings will be selected automatically. Ensure that only the Require Secret for Web Server Flow and Introspect All Tokens checkboxes are selected from the list.
Then hit the Save button at the top.
After saving, you may see a warning that changes can take up to 10 minutes to take effect. If so, click continue.
Once you are redirected back to view the app's details, click on Manage at the top of the page.
Click on Edit Policies next to your app's name.
Under oAuth Policies, ensure that your Refresh Token Policy is set to: Refresh token is valid until revoked.
Once you have checked your app policy settings, Save, and then navigate to Apps and App Manager again. Click on the arrow on the right hand side to View your app.
Under API (Enable OAuth Settings), click on the Manage Consumer Details button next to Consumer Key and Secret. You may get prompted to sign in again so please do so.
For this next step, you are going to copy and paste these values from the Salesforce screen into your MESA workflow. In a new tab on your browser, open your Salesforce Trigger or Action to proceed.
In Salesforce, click on the Consumer Key button and paste the copied value into the Client ID field of your MESA Salesforce step's Authentication menu.
Do the same for Salesforce's Consumer Secret and paste it into the "Client Secret" field of your MESA Salesforce step's Authentication menu.
For MESA's Authorization URL field, enter: https://login.salesforce.com/services/oauth2/authorize
For MESA's Token URL field, enter: https://login.salesforce.com/services/oauth2/token
If you are connecting to a Salesforce sandbox, you will need to: - Replace the Authorization URL with: https://test.salesforce.com/services/oauth2/authorize - Replace the Token URL with: https://test.salesforce.com/services/oauth2/token
Click Connect with Salesforce. You may be asked to login to your Salesforce account. Once logged on, you will get a prompt asking for access. Click Allow.
You will be taken back to MESA, with a new Salesforce credential created.
You have now finished setting up your Salesforce credential.
Salesforce plans that support API access are: Enterprise, Unlimited, Developer and Performance.
Click the Retrieve Fields button to pull in the current fields associated with your Salesforce action.
If you’ve made updates to your fields in Salesforce you will want to click the Retrieve Fields button to pull in the latest changes.
If an opportunity includes products, the amount on the opportunity will be the total of its related products. For more information, please refer to this Salesforce article.
If you experience any issues or see this error error=invalid_client_id&error_description=client%20identifier%20invalid when creating a Salesforce credential, please make sure that your Salesforce Client ID and Secret were copied over correctly and that your Salesforce App has the correct Callback URL.
If you experience any issues or see this error error=redirect_url_mismatch&error_description=redirect_url&20must%20match%20configuration when creating a Salesforce credential, please make sure you have added the Callback URL in the custom app while creating it in Salesforce.
View Salesforce templates and tutorials here!
