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bw2:salesforce_api [2020/12/15 12:31] akoehler created |
bw2:salesforce_api [2021/02/11 10:23] (current) akoehler old revision restored (2020/12/15 12:31) |
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| - The “password” used in the Bizweaver connection is your password + the token, all in one string. This removes location checking from your login request. | - The “password” used in the Bizweaver connection is your password + the token, all in one string. This removes location checking from your login request. | ||
| - | {{ :bw:webservice_salesforce4.png? | + | {{ :bw2:bizweaversf1.png |}} |
| ====== Basic Salesforce Workflow ====== | ====== Basic Salesforce Workflow ====== | ||
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| - Click the Login Test … link to confirm that the connection is working correctly. A session access token will be displayed in the box to the right of the link. | - Click the Login Test … link to confirm that the connection is working correctly. A session access token will be displayed in the box to the right of the link. | ||
| - | {{ :bw:webservice_salesforce5.png? | + | {{ :bw2:bizweaversf2.png |}} |
| ===== Manage Data Step(s)===== | ===== Manage Data Step(s)===== | ||
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| -- Click [OK] to save the settings. | -- Click [OK] to save the settings. | ||
| - | {{ :bw:webservice_salesforce6.png? | + | {{ :bw2:bizweaversf3.png |}} |
| ====== Other Information ====== | ====== Other Information ====== | ||