How to make a Salesforce Connection

Configuring Y Meadows

If different people are configuring Y Meadows then they will need the following information from the Salesforce process to complete these tasks

• The Consumer Key generated in Step 2 of Integrating with SF as a Connected Application

• The key.pem file that was generated in Step 1

The other file is private and should not be shared - keep the certificate.pem file secure

Step 5 - Setup in Y Meadows

On the Y Meadows main screen, click Components and then Connections. Click the Add Connection button. Click Salesforce.

Choose a name for this Salesforce instance (e.g. Acme Corp. Salesforce - Production).

Write a description (e.g. The Production CRM and ERP Salesforce instance for Acme Corp.).

Set one year from the day that you created the certificate in step 1 as the expiration date.

Set the “on/off” toggle to “on” to enable the connection.

For user, provide a username that we can use for authentication. The user must have the profile assigned in Step 4.

For login domain, use https://login.salesforce.com (unless you use a different domain). For sandbox accounts you will likely need to use https://test.salesforce.com

For consumer key, use the key you saved from Step 2.

For private key, copy and paste the contents of the key.pem file that you produced in Step 1. Note that you need to include the first and last lines - the value pasted into the UI should start with -----BEGIN PRIVATE KEY----- and end with `-----END PRIVATE KEY-----

Click “Save”.