Salesforce is a CRM and analytics tool for marketing, sales, and commerce.
Create a Salesforce Authorization Code
Go to Settings > Setup > Apps > App Manager.
Under Basic Information, fill out the App Name and email with relevant information (ex: Torq-connection and your work email)
Under API (Enable OAuth Settings):
Check Enable OAuth Settings.
Check Enable for Device Flow.
In Callback URL enter the URL generated in the callback URL parameter. It will either be https://redir.torq.io/integrations/salesforce_token or for EU https://redir.eu.torq.io/integrations/salesforce_token
In Scopes, you must add at least Perform requests at any time, and any other optional parameters you would like. Check off the following:
Require secret for web server flow
Require secret for refresh token flow
Enable authorization code and credentials flow
Enable OAuth Settings
Enable for Device Flow
Manage user data via API
On the next screen, go to View App and access the consumer details. This requires two-factor authentication.
Copy the Consumer key and Consumer secret. You will need them for later.
Go to Settings > Platform tools section > Apps > App Manager, find the app you created, and press Manage > Edit Policies.
In OAuth Policies, select the following options:
Permitted users: All users may self-authorize
IP Relaxation: Relax IP restrictions
Refresh token policy: Refresh token is valid until revoked
Create a Salesforce Integration in Torq
Go to Build > Integrations > Steps > Salesforce and click Add.
Enter a unique and meaningful name. This cannot be changed later.
In Client ID enter the Salesforce customer ID you copied in step 6 above.
In Client secret enter the Salesforce customer secret you copied in step 6 above.
In Salesforce Auth URL enter: https://YOURCOMPANYDomain.my.salesforce.com/services/oauth2/authorize
In Salesforce Token URL enter: https://YOURCOMPANYDomain.my.salesforce.com/services/oauth2/token
Adding Scopes is optional.
Click Continue.