Configuring Salesforce Credentials to Service Board
Configure Salesforce credentials in Service Board to enable secure connectivity for Salesforce data access and synchronization.
The following procedure authenticates Service Board to Salesforce for metadata retrieval, user validation, or integration workflows.
1. On the Salesforce Setup page, in the Settings section, go to > .
2. Copy the My Domain Name.
3. Log in to Service Board.
4. Go to > > .
5. Click the active system setting.
6. In the System Setting record, click Authentication tab.
7. Provide the following details:
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Field
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Description
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Salesforce Token URL
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Enter the url: https://your-domain.my.salesforce.com/services/oauth2/token.
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your-domain is the My Domain Namecopied from the Salesforce.
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Salesforce Integration Client ID
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Enter the Consumer Key. For more information, see Consumer Key.
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Salesforce Integration Client Secret
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8. Click Save System Setting and Close.
9. Go to > > .
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