FinancialForce Connection

FinancialForce application on Connect iPaaS uses OAuth authorization. By linking your FinancialForce account with Connect iPaaS, you can authorize RoboMQ to have a delegated access on your behalf.

We at RoboMQ pay utmost attention to keep your account secure. By linking your FinancialForce account with Connect iPaaS, you can authorize RoboMQ to have a delegated access on your behalf. RoboMQ needs the following permissions on your account to provide a seamless integration experience:

Permissions Required

Object	Permission
Id, Profile, Email, Address, Phone	Access your basic information.
API	Access and manage your data.
Refresh_token, Offline_access	Perform requests on your behalf at any time.
OpenID	Allow access to your unique identifier.

See our Security and Privacy Policies to learn more about how RoboMQ handles your account access.

Create a Connection

Steps to create a connection:

1. To link your FinancialForce account, first, you have to choose whether your account is a SandBox account or not.
2. After selection, click on the Link Account button.
3. You will be redirected to the FinancialForce login screen.
   • If it is a production account, you will be taken to the login page, https://login.salesforce.com/
   • If it is a sandbox account, you will be taken to the login page, https://test.salesforce.com/
4. Enter your Username and Password, and click Login.
5. On successful login, you will be redirected back to Connect iPaaS, where you can start creating your workflow.

Fig 1: Create FinancialForce Connection