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Salesforce Help

  • Get Started with Salesforce on Mesa

    Mesa already has some templates for Salesforce that you can use. If you are using an existing Salesforce template, it is highly recommended to view the setup instructions. You can connect your Salesforce account to Mesa by creating a Credential. Credentials store important information and helps with authenticating services to Mesa.

    Salesforce on Mesa

    Depending on what needs to be gathered for Salesforce, you will need to obtain the necessary information for your workflow to pass along. You will need to enter a Client ID, Client Secret, Authorization URL, and Token URL.

  • User Guides & Tutorials

    For additional insight on built-in Mesa Connectors, How-to articles on everything related to Mesa as well as technical documentation, be sure to visit the knowledge base where you can all the in-depth learnings you'll need to build any automation. Visit our Knowledge Base