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Salesforce Connection Setup

Connecting Toolstream to Salesforce

To enable the Salesforce tool, a Salesforce Administrator must create a Connected App. This process generates a "Consumer Key" (Client ID) and "Consumer Secret" (Client Secret) that the Toolstream platform needs to authenticate.

Step 1: Log in to Salesforce and Navigate to App Manager

  1. Log in to your Salesforce account with administrator privileges.
  2. Navigate to Setup. You can find this by clicking the gear icon in the top-right corner.
  3. In the "Quick Find" box on the left, type App Manager and select it.

Step 2: Create a New Connected App

  1. In the top-right corner of the App Manager page, click New Connected App.
  2. Fill in the "Basic Information" section:
    • Connected App Name: Enter a descriptive name, like Toolstream Integration.
    • API Name: This will auto-fill. You can leave it as is.
    • Contact Email: Enter your email address.

Step 3: Configure API (OAuth) Settings

This is the most critical step.

  1. Check the box for Enable OAuth Settings.
  2. Callback URL: The Toolstream platform will provide you with a unique Callback (or Redirect) URL when you configure this plugin. Copy that URL from Toolstream and paste it here. It's essential that this URL matches exactly.
  3. Select OAuth Scopes: You must provide the necessary permissions for the tool to function. Move the following scopes from "Available" to "Selected":
    • Access and manage your data (api)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
  4. Scroll to the bottom and click Save. You may need to wait a few minutes for the changes to apply across Salesforce.

Step 4: Get Your Credentials

  1. After saving, you will be taken to the page for your new Connected App. Click the Continue button.
  2. You will see a section called API (Enable OAuth Settings). Click the Manage Consumer Details button.
  3. You will see the Consumer Key (this is your Client ID) and Consumer Secret (this is your Client Secret).
  4. Copy these two values and paste them into the corresponding fields in the Toolstream administrator settings for the Salesforce plugin.

Your Salesforce tool is now configured and ready for users to connect!