Here are the steps to integrate Salesforce with Heroku Connect
1. Log in and click on “Create new app”
Enter your App Name and select the region. Then click on “Create App”
Now add Heroku Add-Ons
2. Click on the Top menu bar “Resources”
Then type “Heroku Connect” on the Add-on search bar and select the plan name as “Demo Edition – Free”
Here, I am using a free version of my application. The paid version is also available as per user requirement
Then click on “Submit order form” and You will see the Heroku Connect in the Add-ons list.
We can also add other available Add-ons as per our requirement
Again Click on “Resources” and Type “Heroku Postgres” in the Add-ons Search bar and Select Heroku Postgres. Then select a plan name as “Hobby Dev – Free” and then click on “Submit order form” and You will see the Heroku Postgres in the Add-ons list.
Now, We have added both Heroku Connect and Heroku Postgres Database in our application.
We have added all the required add ons into the Heroku. Now we can start integrating Salesforce with Heroku Connect.
3. From Heroku Application select Heroku Connect and Click on “Setup Connection”. Enter Schema name and then click next
Now, you can select the Environment and API version as per requirement. Here, we are using “sandbox” but you can select other options as well.
Then do login using your Salesforce credentials
4. Now we are able to create a Salesforce object of our choice with Heroku. Then we can add an object of our choice by clicking on “Create Mapping” and selecting fields as per our requirements. Some of the fields are by default selected which we can’t deselect.
For syncing data from the Heroku Postgres database to Salesforce, we need one External Key. We can add that field as a Unique Identifier.
We can create that Unique Identifier from the Salesforce object and then map that key from here
Here, we have to select the Unique Identifier for syncing data. Then save and continue to get back to the mapping screen
Now we can see the Explorer in the top menu bar. Once clicked on it we can see the list of created records.
We can see their Last change column which will show the status of the created record.
Now click on the right arrow sign to the full detail of a particular record then click on data to see all the data of that record.