Salesforce Installation Notes

When setting up ReportPlus Server to work with the Salesforce data provider, ReportPlus must be authenticated to access data on Salesforce.

The following data provider mapping needs to be added to the Web.config inside the <dataproviders> section:

<dataProvider providerId="SalesForce">
<property name="ConsumerKey" value="to be completed…" />
<property name="SecretKey" value="to be completed…" />
<property name="CallbackUrl" value="to be completed…" />
  • Values to be completed should be set based on your Salesforce account.

To successfully complete the authentication flow (required for applications hosted in secure servers), the Callback URL must be registered on your Salesforce account. For further information regarding the Web server authentication flow see Understanding the Web Server OAuth Authentication Flow.