Salesforce

Connecting to Salesforce

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

• Connecting to DB/SaaS

Dashboard

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 ↓↓↓
   

Local Version

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