GridBuddy Connect - Adding a Salesforce Connection

This article explains how to add a new connection, for example if you want to build grids in an additional Salesforce org. 

Steps to create a new Connection:

1. Go to GridBuddy Connect and select Organization from the top menu
2. Click Connections on the left
3. Click New
4. Name your connection, for example, "Sandbox1"
5. Select Connector type: Salesforce
6. Make sure the "Active" box is checked, and check "Readygrids" if you want the 8 pre-built grids
7. For Authentication type, select OAuth.
8. Select the Salesforce Uri: Production or Test.
9. Click Save.
   • After saving, the metadata will be fetched.
10. Click Test Connection and follow the steps to authenticate your new connection.

If you select Authentication type: Username and Password

You will need to provide credentials to a valid Salesforce Account. These credentials can be an API User or Salesforce user. The Salesforce account must have API Access enabled. Provide the account username, password, and security token from Salesforce.

If you select Authentication type: SSO: 

Enabling SSO automatically authenticates a User a grid that is configured against a Salesforce data source if that grid is embedded in Salesforce. Before enabling SSO for salesforce. It’s recommended to have a user already set up in Salesforce with the user name that matches in GridBuddy Connect organization.

1. Select Organization from the top menu
2. Click Connections on the left
   • This takes you to the connection list view
3. Click New
   • This takes you to the connection page
4. Select Connector Type: Salesforce
5. Check Use SSO
6. Download the JKS Certificate from connection page of GridBuddy Connect
7. Go to Salesforce setup – open Single Sign-On Settings and enable SAML to configure Single Sign-on.
   • Go to certificate & key management in salesforce setup, click on Import from Keystore and upload JKS Certificate that is downloaded in step 6.
8. For the Keystore Password go back to GridBuddy Connect click on the Show link next to Keystore Password and paste the password in salesforce.
9. Click Save
10. Go to Salesforce setup – open Single Sign-On Settings and click New
11. Add a Name, API Name will be added automatically. For the issuer go back to GridBuddy Connect and paste the link that is displayed next to the issuer.
12. For the Entity ID, Go to My Domain and copy the domain name that is being displayed. It’s recommended to have My Domain enabled in the org.
    • Please add https:// before pasting the entity ID in salesforce.
13. For Identity Provider Certificate, go back to GridBuddy Connect and download the Idp certificate and upload it to Salesforce.
14. For Request Signing Certificate, select the file that you have uploaded for JKS certificate in Salesforce.
15. For SAML Identity type – select Assertion contains the User’s Salesforce username
16. Click Save
17. Copy the “OAuth 2.0 Token Endpoint” that was generated in the SAML Single Sign-on Settings page and paste it in the OAuth Token Endpoint section of the connection page in GridBuddy Connect.
18. Click Save
19. Click Test Connection to verify the connection