Salesforce

Connecting to Salesforce

Refer to the following link for an overview of the connector.

• Connecting to DB/SaaS

• Dashboard
• Local Version

1

Create a Connector

Select the “Connectors” tab on the top page and press the “Create” button.

2

Enter Salesforce Credentials

Select Salesforce and press the sign-in button.

If you are using a custom domain, enter your login URL. If you are not using a custom domain, log in with the pre-entered URL.

After entering, press the Create button to complete the creation. If there are any errors in the parameters, an error will be displayed, so please check the connection details again.

3

Obtain access_token from the created connector

Once created successfully, you can obtain the connector name from the list display.

Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

Python

import morph
from morph import MorphGlobalContext
from morph_lib.api import get_auth_token


@morph.func
def main(context: MorphGlobalContext):
    access_token = get_auth_token("connection_name")
    # ↓↓↓ Process using access_token ↓↓↓

1

Create a Connector

Select the “Connectors” tab on the top page and press the “Create” button.

2

Enter Salesforce Credentials

Select Salesforce and press the sign-in button.

If you are using a custom domain, enter your login URL. If you are not using a custom domain, log in with the pre-entered URL.

After entering, press the Create button to complete the creation. If there are any errors in the parameters, an error will be displayed, so please check the connection details again.

3

Obtain access_token from the created connector

Once created successfully, you can obtain the connector name from the list display.

Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

Python

import morph
from morph import MorphGlobalContext
from morph_lib.api import get_auth_token


@morph.func
def main(context: MorphGlobalContext):
    access_token = get_auth_token("connection_name")
    # ↓↓↓ Process using access_token ↓↓↓

In the local version, you currently need to directly write the credentials in ~/.morph/connections.yml. For other methods, please create them in the dashboard.

1

Edit connections.yml

If the file does not exist in ~/.morph/connections.yml, create it beforehand and then edit it.

shell

mkdir ~/.morph
touch ~/.morph/connections.yml

connections:
  salesforce-connection: # Any unique name
    type: salesforce # Fixed
    method: salesforce_oauth # Fixed
    refresh_token: str
    client_id: str
    client_secret: str
    redirect_uri: str
    access_token: str # Optional
    custom_domain_url: str # Optional

2

Use the connector in code to retrieve data

Use the dedicated function to enter the connector name in the Python code and obtain the access_token.

Python

import morph
from morph import MorphGlobalContext
from morph_lib.api import get_auth_token


@morph.func
def main(context: MorphGlobalContext):
    access_token = get_auth_token("connection_name")
    # ↓↓↓ Process using access_token ↓↓↓

Refreshing the access_token is a dashboard feature, so the one described will always be used in the local environment.

The priority when actually specifying and executing the file with a connector is as follows. Also, note that only connectors created in the dashboard can be used in the environment where morph deploy is performed.

1. Connectors described in ~/.morph/connections.yml on the local machine
2. Connectors registered in the cloud