Salesforce Cooperation Process
It accesses various objects stored in Salesforce. By specifying the access method, you can either search and retrieve data, insert configuration data records or update configuration data records with configuration queries. It can be used in Workflows such as Register/Retrieve clients or Register/Retrieve negotiations. It is also possible to return the retrieved data to the initiated workflow by specifying the access method to Return the Result.
num, Initial Value
Only available for Professional edition.
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a settings error will occur
- Make the necessary settings in edit mode
- Set up integration with Salesforce
- Get the Consumer Key and Consumer Secret after setting the new connection application in the Salesforce settings Lightning Experience Application Manager in advance
- Set OAuth2 settings in the HTTP Authorization settings in the [App] menu
- Authorization Endpoint URL: https://***.salesforce.com/services/oauth2/authorize
- Token Endpoint URL: https://***.salesforce.com/services/oauth2/token
- Client ID: Consumer Key (Obtained in the Salesforce settings)
- Consumer Secret: Consumer Secret (Obtained in the Salesforce settings)