Adalo

How to integrate Salesforce with Adalo?

Learn how to seamlessly merge Salesforce with Adalo, making your workflows smoother, increasing productivity, and supercharging your app's features with ease. Explore this step-by-step guide to get it done effortlessly.

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Overview

Connecting Salesforce with Adalo links your CRM system to your app development tool, making data management smoother. This involves API setups, platform authentications, and setting up data transfers between Salesforce's powerful CRM features and Adalo's easy-to-use app interface. This boosts functionality, simplifies operations, and allows real-time data updates, giving users a seamless experience. Here's a detailed guide to assist in achieving the best integration outcome.

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How to integrate Salesforce with Adalo?

Step 1: Prepare Salesforce Environment

  • Log in to Salesforce.
  • Head over to Setup in the upper right corner.
  • In the Quick Find box, type "App Manager" and click on it.
  • Hit "New Connected App" at the top right.
  • Fill in the necessary fields like Connected App Name, API Name, and Contact Email.
  • Under "API (Enable OAuth Settings)", make sure to check the box.
  • Set the Callback URL (e.g., https://www.adalo.com).
  • Choose the OAuth Scopes you need, like Full access (full), Perform requests on your behalf at any time (refresh_token), and Access and manage your data (api).
  • Click "Save" to create the connected app.
  • After saving, copy the Consumer Key and Consumer Secret for later.

Step 2: Set Up Adalo API Collection

  • Log in to your Adalo account.
  • Open the Adalo app where you need the integration.
  • Go to the "Database" tab on the left.
  • Click on "External Collections".
  • Click "Add Collection".
  • Pick "Salesforce" as the API provider (if it's there) or go with "Custom API".

Step 3: Configure Authentication

  • In the Adalo editor, go to the "Settings" tab.
  • Click on "External Collections" and then hit the "New Collection" button.
  • Under Authentication, choose "OAuth 2.0".
  • Enter the Authorization URL, Token URL, Client ID (Consumer Key), and Client Secret you got from Salesforce.
  • Specify the scope, which might include full, api, etc.
  • Save your settings.

Step 4: Define Base URL and Endpoints

  • In the "External Collections" section of Adalo, enter the Base URL (e.g., https://your_instance.salesforce.com/services/data/vXX.X/).
  • Add the endpoints for different Salesforce objects. For example:
  • For Accounts: /sobjects/Account
  • For Leads: /sobjects/Lead
  • Specify GET, POST, PUT, DELETE methods as needed for your use case.
  • Test these endpoints to make sure they connect and retrieve data correctly.

Step 5: Map Salesforce Data in Adalo

  • Once the endpoints are set up, you'll see a list of available fields from Salesforce.
  • Map the Salesforce fields to your Adalo collection’s fields.
  • Set up the attributes to match between the Salesforce data structure and Adalo’s data structure.
  • Save and test the configured collection to make sure the data is showing up correctly.

Step 6: Design and Implement in Adalo Apps

  • Start designing your app screens in Adalo by adding components like lists, forms, and text elements.
  • Bind these components to the external collection fields you've integrated from Salesforce.
  • Use actions to perform CRUD operations (Create, Read, Update, Delete) through Adalo components directly interacting with Salesforce data.
  • Test the app flow to ensure real-time data sync and proper CRUD functionalities.

Step 7: Deployment and Testing

  • Once the app is designed and integrated, do thorough testing on all aspects including data fetching, submitting forms, updating records, and deleting entries.
  • Test the authentication flow to make sure users can connect with Salesforce smoothly.
  • Deploy the app in Adalo and keep an eye on the integrations by checking the logs and any error messages to fix any issues.

By following these steps, Salesforce data can be integrated effectively within an Adalo application for dynamic data interactions.

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