Overview
This guide explains how to configure Salesforce as a data source in eZintegrations. It outlines the steps to connect to Salesforce APIs, select business objects, configure authentication, and retrieve data for integration workflows.
By following this guide, users can securely establish connectivity and extract data from Salesforce using API-based authentication.
When to Use
Use this configuration when Salesforce is required as the source system in an integration pipeline.
- When extracting CRM data from Salesforce
- When synchronizing Salesforce records with external systems
- When building automated data pipelines
- When using SOQL-based queries
- When implementing OAuth-based authentication
How It Works
The source configuration establishes secure communication between eZintegrations and Salesforce APIs.
- Select API as the source type
- Choose Salesforce as the product
- Select the required business object
- Auto-populate API details
- Configure refresh token authentication
- Retrieve data using API queries
How to Configure Salesforce as a Source
Step 1: Select Source Type
Choose API as the source type.
Step 2: Select Salesforce Product
Enter Salesforce in the product search field and select it from the dropdown list.
Step 3: Select Business Object
Choose the required Salesforce business object from the dropdown menu.
Note: If the required business object is not available, select Create New to create a new product and business object.
Step 4: Review Auto-Populated API Details
After selecting the business object, all relevant Salesforce API details are automatically populated.
For example, when selecting Contacts, related configuration details are loaded.
The HTTP method is configured as GET, and the API endpoint URL is populated as shown below.
https://{{instance identifier}}-dev-ed.my.salesforce.com/services/data/v25.0/query/?q={{query}}
Ensure that all required instance details are included in the endpoint URL.
Authorization Configuration
In eZintegrations, Salesforce authorization values are automatically populated. Users only need to configure the Refresh Token Endpoint body.
Refresh Token Endpoint Body
Enter the following required parameters in the Refresh Token Endpoint body.
grant_type={{grant_type}}&client_id={{client_id}}&client_secret={{client_secret}}&username={{user_name}}&password={{password}}
Provide valid values for all placeholders before testing the connection.
Final Submission
After completing all required configurations:
- Verify API endpoint and query parameters
- Confirm refresh token credentials
- Test connectivity
- Save and submit the configuration
Once submitted, the connection to Salesforce is established and data extraction can begin.
Troubleshooting
- Authentication Failed: Verify client ID, secret, username, and password.
- Invalid Query: Check SOQL syntax.
- Endpoint Error: Confirm instance identifier.
- No Data Returned: Review query parameters.
- Token Expired: Revalidate refresh token settings.
Frequently Asked Questions
Is OAuth mandatory for Salesforce integration?
Yes. OAuth authentication is required for secure Salesforce API access.
Can I use custom SOQL queries?
Yes. You can define custom queries using the query parameter.
What if my business object is not listed?
You can create a new product and business object using the Create New option.
Are authorization headers required manually?
No. eZintegrations automatically populates authorization headers.
Can this source configuration be reused?
Yes. Once configured, it can be reused across multiple integration workflows.
Notes
- Store Salesforce credentials securely.
- Do not expose secrets in public repositories.
- Test queries before production deployment.
- Monitor extraction logs regularly.
- Update credentials when rotated.
This guide enables secure and reliable configuration of Salesforce as a data source in eZintegrations.
