How to test the ADO Salesforce connector with a Salesforce Developer Account

Noel Rocher (aka Xmasrock)
Noel Rocher (aka Xmasrock)
edited October 2 in Best Practices
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Author: Noel Rocher, Partner Success Manager at Anaplan

Step 1: Register for a Salesforce Developer Account

Step 2: Configure your Connected App

  • On the top right corner, select the wheel icon and then Setup
    Step2.png
  • On the left-side menu, type app in the search bar then select App Manager
  • On the top right of the App Manager, select New Connected App
    Step2b.png
  • For the new Connected App, enter the following information and then Save:
    • Connected App Name: choose the name you want
    • API Name: automatically populated
    • Contact Email: your email
    • Check the Enable OAuth Settings
    • Callback URL: https://login.salesforce.com/services/oauth2/success
    • Selected OAuth Scopes:
      • Manage user data via APIs (api)
      • Perform Requests at any time (refresh_token, offline_access)
  • Scroll to the bottom and Save
    Step2c.png
  • A warning is shown to ask for up to 10mins wait before trying to connect.
    Select Continue.
    Step2d.png
  • Your new Connected App is now created
    Step2e.png

Step 3: Get your Client ID and Client Secret

Client ID and Client secret are two parameters you'll need to configure your ADO Salesforce connection.

Step3.png

  • From your newly created Connected App, select the Manage Consumer Details option
  • A new tab opens — enter the code you received by email
  • The page with your Consumer Key (Client ID) and Consumer Secret (Client Secret) is displayed
  • Save this information somewhere; you'll use it to retrieve a Refresh Token on Step 4 and to configure the ADO Connector on Step 5
  • Click on the Back to Manage Connected Apps link
    Step3b.png

Step 4: Use Postman to get your Refresh Token

A Refresh Token is required to configure an ADO Salesforce connection. Postman is a popular tool to simplify API calls and especially the Authentication and Authorization parts. We use Postman’s Authorization capabilities to easily retrieve a Refresh Token from our Salesforce Account.

If not already installed on your computer, sign-up for free at www.postman.com and download the desktop app.

  • Using Postman, create a new Collection and select the Authorization Tab
  • On the Auth Type drop-down, select OAuth 2.0
    Step4.png
  • Scroll down to the Configure Token section and enter the below:
    • Token Name: choose the name you want
    • Grant type: select Implicit
    • Callback URL: use the same you used for the Connected App configuration https://login.salesforce.com/services/oauth2/success
    • Leave the Authorize using browser unchecked
    • Auth URL: https://login.salesforce.com/services/oauth2/authorize
    • Client ID: copy/paste your Consumer Key you got from Step 3
    • Scope: refresh_token api
    • State: leave it as it is
    • Client Authentication: select Send client credentials in body
  • Select Save in the upper right corner
    Step4b.png
  • Scroll to the bottom of the page and select the orange Get New Access Token option
    Step4c.png
  • A Salesforce login popup will appear. Enter your Username/Password
  • A new popup will ask for your consent; select the blue Allow button
    Step4d.png
  • After a short message stating that it is successful, the below popup will appear with the refresh token you will use to configure the ADO Salesforce connection.
    Step4e.png

Step 5: Configure your ADO Salesforce connection

You are now ready to go to the Anaplan platform and select the Data Orchestrator link in the main menu.

  • Select Connections in the left-side menu
  • Select the Create connection blue button in the top right
    Step5.png
  • Select the Salesforce connector and then Next
    Step5b.png
  • Enter your Client ID, Client Secret, Refresh Token and a filter for Objects you want to have access to (here object names containing Account)
    Step5c.png
  • The below popup should appear after a successful connection
    Step5d.png
  • Your new connection should appear in the Connections list
    Step5e.png

Step 6: Create your Salesforce Dataset

This last step defines a Dataset for data coming from Salesforce.

  • Select Source Data in the left-side menu
  • In the top right, select Add data and then From connection
    Step6.png
  • After selecting the SFAccounts connection and entering a Name for the Dataset, select Account from the Path name drop-down list. Then select Next.
    Step6b.png
  • The data structure is displayed; select the information you want to gather and then Next
    Step6c.png
  • Select Create on the next pop-up and wait for the data extract to finish
    Step6d.png
  • After a few seconds, the Dataset is created. You can select it from the source data list and see the below content:
    Step6e.png

And that's it! Questions? Leave a comment!

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Comments

  • jan_sypkens
    jan_sypkens

    Hi @NoelR

    Thank you for these very detailed instructions! Made it so easy to set up!

    Jan

  • DaveTan
    DaveTan

    Hi @NoeIR, thank you for preparing such detailed instructions! Have you encountered this error before? I followed each step exactly as you showed, but I’m not sure where it went wrong.

    Capture.PNG

  • Noel Rocher (aka Xmasrock)
    Noel Rocher (aka Xmasrock)

    Hi @DaveTan : message is not super helpful here. Good news: ADO is now GA, you can send an email to support@anaplan.com, they will be able to see where the problem is.

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