To use the PowerApps connector for Salesforce, you must have a premium PowerApps account. In this video Bill shows you how to create that connection.
- [Instructor] We're here on our PowerApps homepage and yes, that means it's time for us to start creating a new app. We are going to create an app that connects us to Salesforce, but we need to make the connection first. So, from our PowerApps home screen, we're going to click on Data, over here at the left, we'll gown down, click on Connections. It takes us to our Connections page and we see the connections that we have. Yes, we do not have one for Salesforce, so we're gonna click up here to create a new connection.
It takes us to our New Connections page and we will see all of our connectors, but we can just go up here to the top right, and type in salesforce rather than looking through all of the connectors. And there's our Salesforce connector. And I want you to look right here, right next to the word Microsoft. You'll see that it says Premium. That means that this connector, this Salesforce connector is a premium connector. We have not used one of these before in this course, and what that means is you have to have a very specific PowerApps plan to use it.
I'm gonna go ahead and show you. We're gonna go here to the PowerApps pricing page. Now, this is current as of July of 2018, so this price may change, these plans may change, but right now if you wanna use the Salesforce premium connector you must have either PowerApps Plan 1 or PowerApps Plan 2. So remember you're going to need to use one of these two plans if you want to use this premium Salesforce connector.
Alright, we can go ahead and we can click on the connector and we get this window. A Login Environment. Do we want Production or Sandbox? Sandbox of course, means that whatever we're doing is isolated from the rest of our Salesforce. I'm the only one using this Salesforce, so I'm gonna leave it at Production. We can also choose which API version. You see we have from 34 down to 40. I like to go with the oldest one, that means it's definitely gonna be compatible with older versions of Salesforce. So we will click on the Create button, and it's gonna take us here, and we're gonna need to sign into our Salesforce account.
I already have Harold's credentials saved in here, so we can go ahead and simply log in, but you would need to log in with your credentials, and we get this box which asks us do we want to allow access by PowerApps to Salesforce? And yes, yes we do. We're gonna click on Allow, and just a minute, there we go, brings us back to our Connections page, and when we scroll down to the bottom we see that we have the Salesforce connector, which means we have the Salesforce connection and we can go ahead and create our app.
But now you know how to connect PowerApps to Salesforce.
- What can you do with PowerApps?
- Data connections for PowerApps
- Creating an app using data from a SharePoint list
- Creating an app from an Excel workbook
- Using templates to create apps
- Creating an app for Microsoft Dynamics
- Creating an app for Salesforce