Salesforce
Salto’s Salesforce adapter allows you to:
- Fetch and deploy common Salesforce metadata items, e.g., custom objects and fields, apex classes and triggers, email templates, layouts, process builders, profiles.
- In many cases a salesforce org is also configured via data records, e.g., CPQ, SBAA. Salto introduces a unified approach for managing both data records and metadata items from a single place.
- Deploy configuration changes from one Salesforce org to another.
- Compare orgs.
- Audit / document configuration changes.
- Monitor specific changes of interest in your Salesforce orgs, e.g., Profiles or Permissions.
Authentication Instructions
In order to connect Salesforce to Salto you can either:
- Connect via OAuth:
- Choose OAuth authorization method and click 'Authenticate'.
- If you are connecting to a sandbox, check 'Sandbox account'.
- You will be prompted to choose one of your authenticated orgs or login to a new one.
- Click 'Allow'.
- Connect with your username, password and token:
- Choose 'Username / Password' Authorization Method.
- If you are connecting to a sandbox, check 'Sandbox account'.
- Enter your username, password and token (leave the token field empty if your org uses IP whitelisting).
FAQs
How does a Salesforce config file look like?
Please refer to this page for details.
Which config file changes are needed to manage CPQ via Salto?
Please refer to this page for details.
What impact does Salto have on my API limits?
Concurrency | Total Requests | Request Size | |
---|---|---|---|
What are the limits? | |||
How can you monitor? | N/A | Go to Setup → System Overview → API Usage
How to gauge fetch's API usage on your account (click to expand)
| N/A |
How can you adjust usage or capacity? | See | See | See |
What are the advantages of Salto over Salesforce’s native ‘Where is this used’ feature?
Salesforce’s 'Where is this used' only works for Custom Fields while Salto supports standard fields as well as any other metadata type, e.g., Email Templates, Flows, Escalation Rules, Assignment Rules etc.
In addition, Salto enables free text searches across all configuration which allows you to find hardcoded values such as email addresses, profile IDs, and more.
Please refer to this blog post and step by step guides for more information
Updated 20 days ago