# Salesforce

## Connection

When you're setting up your first workflow with Salesforce, you will need to create a [Connection](https://docs.getmesa.com/going-further/credentials) in order to connect MESA with Salesforce.

{% stepper %}
{% step %}
Log in to Salesforce, then click the Setup button (gear icon in the top right). If a menu is displayed, then click Setup**.**

{% endstep %}

{% step %}
In the left-hand menu, navigate to Apps and App Manager.

{% endstep %}

{% step %}
Then click on New External Client App.

{% endstep %}

{% step %}
Enter MESA for the External Client App Name. The API Name field will then auto-populate.
{% endstep %}

{% step %}
Enter a valid email for Contact Email**.**

{% endstep %}

{% step %}
Ensure Enable OAuth Settings is checked in the API (Enable OAuth Settings) menu.

{% endstep %}

{% step %}
Then for Callback URL, enter: <https://app.getmesa.com/apps/mesa/oauth/redirect-token>

{% endstep %}

{% step %}
Then select all items under Available OAuth Scopes and hit the right arrow under Add to move all of them to Selected OAuth Scopes.

!

{% hint style="info" %}
At the very least, Manage user data via APIs (api) and Perform requests at any time (refresh\_token, offline\_access) must be added as Selected OAuth Scopes.
{% endhint %}
{% endstep %}

{% step %}
By default, 3 settings will be selected automatically. Ensure that only the Require Secret for Web Server Flow and Introspect All Tokens checkboxes are selected from the list.

{% endstep %}

{% step %}
Then hit the Create button at the bottom.

{% endstep %}

{% step %}
Once you are redirected back to view the app's details, click on Policies under your app's name.

{% endstep %}

{% step %}
Under OAuth Policies, ensure that your Refresh Token Validity Period is set to 30 days.

!

{% endstep %}

{% step %}
Once you have checked your app policy settings, click Settings under your app name.

{% endstep %}

{% step %}
In the OAuth Settings menu, click on the App Settings Consumer Key and Secret button. You may get prompted to sign in again so please do so.

{% endstep %}

{% step %}
For this next step, you are going to copy and paste these values from the Salesforce screen into your MESA workflow. In a new tab on your browser, open your [Salesforce Trigger or Action](https://docs.getmesa.com/workflow-builder) to proceed.
{% endstep %}

{% step %}
In Salesforce, click on the Consumer Key button and paste the copied value into the Client ID field of your MESA Salesforce step's Connection menu.

{% endstep %}

{% step %}
Do the same for Salesforce's Consumer Secret and paste it into the "Client Secret" field of your MESA Salesforce step's Connection menu.

!

{% endstep %}

{% step %}
For MESA's Authorization URL field, enter: [**https://login.salesforce.com/services/oauth2/authorize**](https://login.salesforce.com/services/oauth2/authorize)
{% endstep %}

{% step %}
For MESA's Token URL field, enter: [**https://login.salesforce.com/services/oauth2/token**](https://login.salesforce.com/services/oauth2/token)

{% hint style="info" %}
If you are connecting to a Salesforce sandbox, you will need to:
\- Replace the **Authorization URL** with: <https://test.salesforce.com/services/oauth2/authorize>\- Replace the **Token URL** with: <https://test.salesforce.com/services/oauth2/token>
{% endhint %}
{% endstep %}

{% step %}
Click Sign in with Salesforce. You may be asked to login to your Salesforce account. Once logged on, you will get a prompt asking for access. Click Allow.

{% endstep %}

{% step %}
You will be taken back to MESA, with a new Salesforce connection created.

You have now finished setting up your Salesforce connection. Click the Retrieve Fields button to import your fields.
{% endstep %}
{% endstepper %}

Salesforce plans that support API access are: Enterprise, Unlimited, Developer and Performance.

## Configure

### Retrieve Fields

Click the Retrieve Fields button to pull in the current fields associated with your Salesforce action.

!

If you’ve made updates to your fields in Salesforce you will want to click the Retrieve Fields button to pull in the latest changes.

## Technical Notes

### Why can't I set the amount on an opportunity?

* If an opportunity includes products, the amount on the opportunity will be the total of its related products. For more information, please refer to [this Salesforce article](https://help.salesforce.com/s/articleView?language=en_US&id=000335960&mode=1&type=1).

### Connection error codes

* If you experience any issues or see this error *`error=invalid_client_id&error_description=client%20identifier%20invalid`* when creating a Salesforce connection, please make sure that your Salesforce Client ID and Secret were copied over correctly and that your Salesforce App has the correct Callback URL.
* If you experience any issues or see this error *`error=redirect_url_mismatch&error_description=redirect_url&20must%20match%20configuration`* when creating a Salesforce connection, please make sure you have added the Callback URL in the External Client app while creating it in Salesforce.

{% hint style="info" %}
View Salesforce templates and tutorials [here](/content/apps/salesforce/integrate/index.html)!
{% endhint %}