Salesforce (REST)

The Salesforce plugin lets you manage records in your Salesforce CRM instance. It supports creating, updating, deleting, and retrieving records across Salesforce objects. The plugin authenticates using OAuth with a Client ID, Client Secret, Username, Password, and Security Token. Use this plugin when your workflows need to automate CRM operations like lead management, opportunity updates, or data synchronization with Salesforce.

Prerequisites:

• To get the Refresh Token, give Auth Scope (permission), Perform requests at any time(refresh_token, offline_access), from the Salesforce instance.
• To get access to the Salesforce API, give Manage user data via APIs(API) permission.
• Provide access (whitelist) to the following URLs through your firewall and network. https://{{domainName}}.my.salesforce.com
• Check the SalesforceREST_TokenGeneration document to create connected apps and refresh token.

References:

• Create Connected Apps https://docs.microfocus.com/UCMDB/11.0/cp-docs/docs/eng/doc_lib/Content/Remedyforce_CreateConnectedApps.htm
• Token Generation https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_web_server_flow.htm&type=5