communications-mining
latest
false
UiPath logo, featuring letters U and I in white

Communications Mining Developer Guide

Last updated Dec 20, 2024

Salesforce integration

Setup

The Salesforce Integration will be set up by a Communications Mining™ engineer using the information you provide. Contact your account team to connect with an engineer.

Once you created the Connected App, please provide your Communications Mining™ engineer the following details.

Connection Details
NAMEDESCRIPTION
Consumer KeyA long string of letters and numbers, found on the page for the Connected App
Consumer SecretA long string of letters and numbers, found on the page for the Connected App
Instance URLYour Salesforce instance URL, e.g. um6.salesforce.com, see Salesforce documentation for how to find it

Salesforce Objects

The Salesforce Integration can be configured to poll for any of your standard or custom Salesforce objects. For each object you would like to sync into Communications Mining, please provide the Salesforce API names of the objects and its fields.

Permissions

Please ensure that the user used to authenticate the integration has "Read" and "View All" access to the objects and "Read" access to the fields you would like to sync into Communications Mining.

OAuth2 Authentication

The integration needs to be authenticated to get access to your Salesforce data. This is done through OAuth2 with an authorized Salesforce account. You should authenticate the integration using the same account that was used to set up the Connected App.

  1. Navigate to the authentication URL that we provided. It will look like this:
    https://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticatehttps://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticate
    
    where <mydomain> is your tenant domain, and <project-name>/<integration-name> are the project and name of your Salesforce Integration.
  2. You will be automatically redirected to a Salesforce login page. Log in with the Salesforce account that will provide access to the integration. The browser will redirect to a confirmation page.
    Salesforce OAuth2 Login Page

  3. On the confirmation page, approve the requested permissions.
    Salesforce OAuth2 Confirmation Page

  4. Once done, you should be redirected back to https://<my_tenant>.reinfer.io with a notification indicating the integration was configured successfully.
  • Setup
  • OAuth2 Authentication

Was this page helpful?

Get The Help You Need
Learning RPA - Automation Courses
UiPath Community Forum
Uipath Logo White
Trust and Security
© 2005-2024 UiPath. All rights reserved.