1. OAuth Connected App
In Salesforce Setup → App Manager → New Connected App:
- Enable OAuth Settings
- Selected OAuth Scopes:
api+refresh_token, offline_access - After Save, a Consumer Key + Secret is generated
- Generate an OAuth access token via the OAuth Playground or
curlwith the Consumer credentials
2. Instance URL
Top-right corner of Salesforce → click your profile → Settings. The Instance URL is something like https://yourorg.my.salesforce.com.
3. Object name
Most often Lead, sometimes Opportunity. DataNostro creates an object with an Email field + a custom DataNostro_Source__c (which must be created in advance in the Salesforce schema).
4. Fill it in in DataNostro
Dashboard → Platforms → Salesforce: fill in the Instance URL, Object name, and OAuth access token.