Connecting to Salesforce

Salesforce is a customer relationship management (CRM) platform that helps businesses manage their sales, marketing, service, and other customer-related activities.

To use external applications with IBM watsonx Orchestrate, you must establish a connection that enables communication between them. See Managing connections for more details.

Connecting to Salesforce using the watsonx Orchestrate user interface

To connect watsonx Orchestrate to Salesforce:

  1. From the main menu, select Manage > Connections.

  2. Search for Salesforce.

  3. Find the connection ID with the following structure: salesforce_key_value_ibm_184bdbd3.

  4. For the matched connection ID, click Edit.

  5. Choose the environment to create the connection: draft or live.

  6. Select the Authentication Type as Key Value Pair.

  7. Provide the following Keys, click Add new field to add additional key-value pairs:

    • base_url
    • token_url
    • client_id
    • client_secret
    • domain

    For all Value fields insert the value corresponding to the key.

  8. Select the credential type.

  9. Click Save.

Note: The icon A green check icon appears. indicates that the connection was successfully established.