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Data connections

Set up a Salesforce connection in Contract Express

With Contract Express, you can connect to Salesforce to use record data as an External Table. This guide outlines the steps to configure a connection to Salesforce. This must be done by an Administrator in Contract Express.

Set up connection in Salesforce

To configure a connection to Contract Express in Salesforce:
  1. Sign into Salesforce as a System Admin.
  2. In Setup, navigate to
    Apps
     >
    App Manager
    . Add a new Connected App and complete the following settings:
    • Connected App Name
    • API Name
    • Contact Email
    • Check Enable OAuth Settings option
    • Callback URL:
      {ContractExpressURL}/dms/callback
      note
      Don't forget to add the bit after the trailing slash in your Contract Express URL. For example: https://eu1.contractexpress.com/app/dms/callback
    • Under OAuth Scopes, select
      identity URL service access (id, profile, email, address, phone), API user data management (api), and anytime request capability (refresh_token, offline_access)
      .
  3. Save
  4. Take note of the Consumer Key and Consumer Secret.

Set up connection in Contract Express

To configure a connection to Salesforce in Contract Express:
  1. Go to
    Admin
     >
    Connection settings
     and click the
    + Add connection
     button.
  2. Choose
    Salesforce
     as the Integration type.
  3. Give the connection a name to differentiate it from any other connections that are set up.
  4. Enter your Salesforce OAUTH API URL, eg.
    https://login.salesforce.com
    .
  5. Enter your
    Consumer Key
     and
    Consumer Secret
     copied from your Connected App page.
  6. Click the
    Save
     button at the top of the page.
note
You can create multiple connections to one or more applications. Adding a connection will enable it for the entire license space.

This article applies to:

  • Product: Contract Express