Before you start, you will need to have an account on Salesforce.
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Preparing to integrate with Salesforce. |
In PerfectApps, start a new App, save it and capture the App link to use as a callback URL later in the process. Typically, this would look like - https://app.perfectforms.com/player.htm?f=_4dGhgAr if you are using the PerfectApps On-Demand version, or similar but with your server details in the link.
Save this link somewhere so that you can retrieve it later.
Ensure you have the necessary permission to create Connections and Actions in your PerfectApps account.
Next Step: Creating a connected app in Salesforce
See also: Creating a Salesforce connection
Return to: Supported REST Web Services
