Salesforce Connector

Authenticates and connects to Salesforce. The resulting Salesforce connection can be used with other Salesforce nodes, or as credential in the REST nodes.

This node uses a Connected App to connect to Salesforce. By default the KNIME Analytics Platform app needs to be registered with your Salesforce domain. Please contact your Salesforce administrator or KNIME to get more information.

This node also allows you to use your own Connected App in Salesforce. Please consult the Salesforce documentation on how to create your own app. The app needs to have the following settings:

  • Enable OAuth Settings
  • Set callback URL to http://localhost:51778/salesforce_oauth
  • Select at least the following OAuth scopes: Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access)
  • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
  • Require Secret for Web Server Flow

Options

Authentication Type
Authentication type to use. The following types are supported:
  • Interactive: Authenticate interactively with Salesforce.
  • Username/Password: Enter username, password and security token directly. The Security Token can be reset in the Account settings of the Salesforce user.
  • Salesforce Authentication Port (if connected): Authenticate using by connecting a Salesforce credential to the optional input port.
Username/Password credentials
Specify the username, password and security token (optional) to use.
Which Salesforce instance to use
Specifies the Salesforce instance to connect to. The following values are supported:
  • Production: Connect to the production instance. If in doubt, use this.
  • Sandbox: Connect to the sandbox instance.
Which Connected App to use
The Connected App to use when connecting to Salesforce. The following values are supported:
  • Default: Connect using the KNIME Analytics Platform default app
  • Custom: Connect using a custom Connected App.
Custom App
Specify the client id and client secret to use.
Connection timeout (seconds)
The HTTP connection timeout used in this node and downstream Salesforce nodes.
Read timeout (seconds)
The HTTP read timeout used in this node and downstream Salesforce nodes.
Login
Clicking on login opens a new browser window/tab which allows to interactively log into the service.

Input Ports

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Optional Salesforce credential. Using the Secrets Retriever node you can retrieve a Salesforce credential from a KNIME Hub secret.

Output Ports

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Salesforce connection

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Workflows

Links

Developers

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Installation

To use this node in KNIME, install the extension KNIME Salesforce Integration from the below update site following our NodePit Product and Node Installation Guide:

v5.3

A zipped version of the software site can be downloaded here.

Plugin provider: KNIME AG, Zurich, Switzerland
Plugin version: 5.3.2.v202409010955
On NodePit since: 2024-07-09
Last update: 2024-10-17
KNIME versions: Since v5.3

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