Supported Versions

Please note that using a supported version is mandatory.

Product

Supported Deployment Types

Supported Versions

Salesforce

All

All

Environmental Prerequisites

The environmental prerequisites for this product are listed below.

Confirm the prerequisites of the corresponding integration template before continuing further, as some templates may not require all environmental prerequisites.

How to create a Client ID and Client Secret in Salesforce?

  1. Log into your Salesforce instance.

  2. Go to the Setup → App Manager menu.

  3. Click the View button of the desired application.

  4. From the Manage Application menu, you will be able to see both Client ID and Client Secret.

Connected System Configuration

Follow the steps below to add your instance as a connected system.

  1. Log into your ZigiOps instance.

  2. Navigate to Connected Systems → Add New System → Salesforce and configure the following parameters: 

    • URL → Input the URL of your instance. For example, https://example.lightning.force.com.

    • Username → Input your username.

    • Password → Input the password of the above user.

    • Client ID → Input your Client ID.

    • Client Secret → Input the Client Secret.

    • Proxy Settings → Enables the usage of a proxy server.

  3. Examine the settings and if they are correct, click the Save button to save the system.

Related Templates