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

NoelR · October 1

Author: Noel Rocher, Partner Success Manager at Anaplan

Step 1: Register for a Salesforce Developer Account

Go to https://developer.salesforce.com/signup
Fill out the form
Validate your email account by clicking on the provided link inside the email your received
Enter your Password
You will land on your home page

Step 2: Configure your Connected App

On the top right corner, select the wheel icon and then Setup
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
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
A warning is shown to ask for up to 10mins wait before trying to connect.
Select Continue.
Your new Connected App is now created

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.

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

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
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
Scroll to the bottom of the page and select the orange Get New Access Token option
A Salesforce login popup will appear. Enter your Username/Password
A new popup will ask for your consent; select the blue Allow button
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.

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
Select the Salesforce connector and then Next
Enter your Client ID, Client Secret, Refresh Token and a filter for Objects you want to have access to (here object names containing Account)
The below popup should appear after a successful connection
Your new connection should appear in the Connections list

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
After selecting the SFAccounts connection and entering a Name for the Dataset, select Account from the Path name drop-down list. Then select Next.
The data structure is displayed; select the information you want to gather and then Next
Select Create on the next pop-up and wait for the data extract to finish
After a few seconds, the Dataset is created. You can select it from the source data list and see the below content: