• Introduction
• Create an app at Salesforce
  • In Salesforce Classic
  • In the Lightning Experience
  • Configure Basic information
  • Configure OAuth
  • Copy your OAuth credentials
• Create the Salesforce service in Cerb
• Link the connected account to Salesforce in Cerb
• Examples
  • Create an Account record
  • Get Account info
  • Update an Account record
• Use the connected account in bot behaviors

Introduction

In this guide we'll walk through the process of linking Cerb to Salesforce. You'll be able to use the full Salesforce API from automations in Cerb to automate whatever you need.

Create an app at Salesforce

Next, you need to create a new app on Salesforce for Cerb to connect to.

Log in to Salesforce.

In Salesforce Classic

1. Click Setup in the top right.

2. In the Build menu on the left, expand Create and select Apps.

3. In the Connected Apps section at the bottom, click the New button.

In the Lightning Experience

1. Click the gear icon in the top right and choose Setup

2. Under Platform Tools in the menu on the left, click Apps » App Manager

3. Click the Create Connected App button in the top right.

4. Choose Create a Connected App and click Continue

Configure Basic information

Enter the following details:

• Connected App Name: Salesforce for Cerb
• API Name: Salesforce_for_Cerb
• Contact Email: (your email address)

• Logo URL: image

  

Configure OAuth

In the API (Enable OAuth Settings) section:

• Enable OAuth Settings: yes
• Callback URL: https://YOUR-CERB-HOST/oauth/callback
• Selected OAuth Scopes:
  • Perform requests on your behalf at any time (refresh_token, offline_access)
  • Access and manage your data (api)
  • Provide access to your data via the Web (web)
  

Copy your OAuth credentials

1. Scroll to the bottom and click the Save button.

2. Click the Continue button.

3. Click Manage Consumer Details

4. Make a note of your Consumer Key and Consumer secret. You'll need them in the next step.

Create the Salesforce service in Cerb

1. Navigate to Search » Connected Services.

2. Click the (+) icon in the top right of the list.

3. Select Salesforce.

   

4. Enter your Client ID and Client Secret.

   

5. Click the Create button.

Link the connected account to Salesforce in Cerb

1. Navigate to Search » Connected Accounts.

2. Click the (+) icon in the top right of the list.

3. Select Salesforce.

4. Click the blue Link to Salesforce button.

5. Accept consent on Salesforce.

   

6. Click the Save Changes button.

Examples

Create an Account record

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm

start:
  http.request/createAccount:
    output: http_response
    inputs:
      method: POST
      url: https://YOUR.SALESFORCE.DOMAIN.my.salesforce.com/services/data/v63.0/sobjects/Account/
      headers:
        Content-Type: application/json
      authentication: cerb:connected_account:salesforce
      body:
        Name: Testerson LLC
        NumberOfEmployees: 5
        Industry: Testing
    on_success:
      set:
        response@json: {{http_response.body}}
        http_response@json: null

Get Account info

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm

start:
  http.request/createAccount:
    output: http_response
    inputs:
      method: GET
      url: https://YOUR.SALESFORCE.DOMAIN.my.salesforce.com/services/data/v63.0/sobjects/Account/ABCDEF12345?fields=Name,NumberOfEmployees,Industry
      headers:
        Content-Type: application/json
      authentication: cerb:connected_account:salesforce
    on_success:
      set:
        response@json: {{http_response.body}}
        http_response@json: null

Update an Account record

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm

start:
  http.request/createAccount:
    output: http_response
    inputs:
      method: PATCH
      url: https://YOUR.SALESFORCE.DOMAIN.my.salesforce.com/services/data/v63.0/sobjects/Account/ABCDEF12345
      headers:
        Content-Type: application/json
      authentication: cerb:connected_account:salesforce
      body:
        BillingCity: Testerville
    on_success:
      set:
        response@json: {{http_response.body}}
        http_response@json: null

Use the connected account in bot behaviors

You can use the connected account you just created to access the Saleforce REST API from bot behaviors in Cerb. This is typically accomplished using the Execute HTTP Request action from a bot, and selecting the connected account in the Authentication: section.

You can import the Salesforce Bot package for a working example.