Salesforce Connector configuration

The Salesforce configuration provides the detail information for the Salesforce Connector. Adminstrators can view the information in the Control Panel > Connectors > Salesforce > Configuration section. The parameters are explained in the table below:

Field Name	Description
Environment	The selected Salesforce environment for the connector.
Environment URL	The URL of the Salesforce instance.
Login URL	The URL used to create and connect to the Salesforce instance.
API Version	The version of the API used to do all communication with Salesforce.
User	The Salesforce user of the connector authentication.
Session lifetime (in seconds)	The number of seconds for which a Salesforce session will remain active. The Session lifetime resets every time a request is performed on Salesforce by the Smart Flows connector.
Meta data language	The default language of the Salesforce instance.
Suggested Salesforce objects	The first list of the Salesforce Objects that have buttons configured.
Other Salesforce objects	The second list of the Salesforce Objects that have buttons configured.
Custom Salesforce objects	The third list of the Salesforce Objects that have buttons configured.

Authentication Settings

The Smart Flows login screen shows all the primary connectors that can authenticate and serve as login gateways. With the 4.18 release, the Smart Flows administrator can choose which connector is available for the user as a login mechanism.

In the Control Panel, select Connectors.

In the Connectors List view, click any connector supporting this feature. (Business central, CE, Salesforce, Sugar, DocuSign, F&O, SSO)

In the Basic settings, you can view Authentication settings section at the end of the page.

Decision Point

If you want the users to use the Salesforce connector for Smart-Flows login, select Yes.

If you do not want the users to use the Salesforce connector for Smart-Flows login, select No.