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:
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From the main menu, select Manage > Connections.
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Search for Salesforce.
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Find the connection ID with the following structure: salesforce_key_value_ibm_184bdbd3.
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For the matched connection ID, click Edit.
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Choose the environment to create the connection: draft or live.
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Select the Authentication Type as Key Value Pair.
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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.
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Select the credential type.
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Click Save.