How can I set up a HTTP connection to Salesforce?

I am aware there is a custom action in the Salesforce connector. However, due to the limited response data types supported by the custom action (only accepts json response type), I need to set up a HTTP connection to Salesforce. Can someone guide me on setting up the connection?

Hi Saul Macht, 

After reading this article, you should be able to easily create a HTTP connection to Salesforce.

Scenario 1: Salesforce Lightning 

1. If you do not have any applications already present, navigate to Platform Tools > Apps > App Manager and click on "New Connected App".

2. In this window, create your application and make sure to tick "Enable OAuth Settings" and enter the Callback URL as https://www.workato.com/oauth/callback .

3. Next, view your application by navigating to Platform Tools > Apps > App Manager. Here, click on the downwards arrow beside your application name and then click on "View".

4. From here, you will be able to view your Consumer Key and Consumer Secret.
5. Next go to workato and create a new HTTP connection. 
6. Choose your "Authentication Type" as "OAuth 2".

7. Enter your "OAuth2 auth URL" as https://login.salesforce.com/services/oauth2/authorize?response_type=code .

8. Enter your "OAuth token URL" as https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code .

9. Enter your "OAuth client ID" as the Consumer Key from step 4. 

10. Enter your "OAuth client secret" as the Consumer Secret from step 4.

11.  Click on "Connect".

Scenario 2: Salesforce Classic

 1. If you do not have any applications already present, navigate to Build > Create > Apps and click on "New" in the "Connected Apps" view.

2. In this window, create your application and make sure to tick "Enable OAuth Settings" and enter the Callback URL as https://www.workato.com/oauth/callback .

3. Next, view your application by navigating to Build > Create > Apps and click on your application name in the "Connected Apps" view.

4. From here, you will be able to view your Consumer Key and Consumer Secret.
5. Next go to workato and create a new HTTP connection. 
6. Choose your "Authentication Type" as "OAuth 2".

7. Enter your "OAuth2 auth URL" as https://login.salesforce.com/services/oauth2/authorize?response_type=code .

8. Enter your "OAuth token URL" as https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code .

9. Enter your "OAuth client ID" as the "Consumer Key" from step 4. 

10. Enter your "OAuth client secret" as the "Consumer Secret" from step 4.

11.  Click on "Connect".

If you have any further queries, please feel free to comment on this thread.