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Connect With Salesforce Files Connected App
Connect with the Salesforce admin account that has access to Salesforce Files.
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From the Einstein Relationship Insights component, click
, and then
select Settings.
- Under Connect Content Sources, click Salesforce Files.
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Enter these details in the Configure Salesforce Files form.
Field Value Username Username of the Salesforce user that you created. Private Key for the Connected App Private key associated with the certificate that you created. Passphrase for the Private Key If the private key is encrypted, then the passphrase associated with the key. If the key isn’t encrypted, leave this field empty. Consumer Key for the Connected App Consumer Key for Connected App. To get the consumer key, from Setup, in the Quick Find box, enter app manager, and then select App Manager. From the dropdown list for the Manage Authentication app, click View. Under API (Enable OAuth Settings), click Manage Consumer Details. You receive an email with the verification code. Copy the code from the email, and enter the code in the Verify Your Identity window. Under Consumer Details, copy the consumer key.
Salesforce Org URL Login pool URL that you use to log in to your Salesforce org. For most scenarios, the URL is https://login.salesforce.com. To find your Salesforce org URL, from Setup, in the Quick Find box, enter domain, and then select My Domain. Under Policies, from the Login Policy options, copy the URL.
Daily API Request Limit Daily API request limit for retrieving Salesforce Files information. The default limit is 100,000 files.
