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Prerequisites

Before creating a Salesforce Data Source you must first create an External Client (Connected) App:

The following guide builds off the foundational information about Data Sources found in the Data Sources section of the documentation:

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Create a New Data Source

Navigate to the Data Sources Card List View using the side navigation menu and clicking “Data Sources.”

• Create a new Data Source.
• Select “Salesforce” from the Data Source Type dropdown list.
• Give it a Name and Description.
• Enter your Connected App’s Consumer Key and Consumer Secret.

You should see the following fields appear in the Create menu:

Salesforce Data Source Fields

1. Use as the primary source of Accounts data – When enabled, this data source becomes the authoritative source for Account records, meaning new accounts will be created from this source and existing account data will be updated based on its records during synchronization.
2. Salesforce Sandbox Checkbox – Flags this connection as a Salesforce Sandbox environment to ensure BoogieBoard uses the correct authentication endpoints and data handling protocols for testing.
3. Instance URL – The base URL of your Salesforce org (e.g., https://mydomain.my.salesforce.com), used to direct API requests to the correct Salesforce instance.
4. Consumer Key – The unique identifier generated from your Salesforce Connected App, used by BoogieBoard to authenticate securely via OAuth.
5. Secret – The private key (Consumer Secret) from your Salesforce Connected App, paired with the Consumer Key to complete OAuth authentication.