Migrate a Salesforce Connection to the External Client App

Salesforce is phasing out Connected Apps. You must switch each Salesforce Connection that uses the legacy Connected App to the TrueContext External Client App (ECA). Your forms, Data SourcesClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data., Data DestinationsClosed A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats., and workflows don't change.

Available as an add-on for the Intelligent and Elite tiers:

—Digital
Add-onIntelligent
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Warning:Migrate every existing Salesforce Connection that uses the legacy Connected App before February 1, 2027. After that date, TrueContext no longer supports the legacy Connected App.

New Salesforce ConnectionsClosed A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. use the ECA by default.

Prerequisites

  • You must be a TrueContext Admin user.
  • A Salesforce admin must install the ECA in every Salesforce org your Salesforce Connections point to. A production org and a sandbox org each need their own installation. Share Install the TrueContext External Client App in Salesforce with your Salesforce admin, and wait for them to confirm before you start.
  • Know which Salesforce user each Connection signs in as. You sign in as that same user.

Migrate a Salesforce Connection

  1. In the TrueContext Web PortalClosed The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations., go to Forms & Integrations > Connections.

  2. From the menu next to the name of the Salesforce Connection, select Update.

  3. For Connection Mode, select External Client App (Recommended).

    Result: The system clears the Connection's credentials. You can't save the Connection until you connect again.

  4. Select Connect, and then sign in as the same Salesforce user that the Connection used before.

    The same user keeps the permissions that existing Data Sources and Data Destinations rely on.

    Result: The system connects to Salesforce and displays the Salesforce username.

  5. Select Update.

    Result: The system saves the Connection.

  6. Confirm that every Salesforce Data SourceClosed Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and Data DestinationClosed A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. that uses the Connection still works. Use test records or a sandbox org so that you don't create unwanted records in Salesforce.

Repeat these steps for each Salesforce Connection.

If Salesforce returns an OAUTH_EC_APP_NOT_FOUND error when you select Connect, go to External Client App not installed.

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