Betav1.0.1
Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
OAuth 2.0 (Authorization Code) · Connector Profile
Standard Salesforce OAuth 2.0 authorization code flow. Requires an External Client App in the customer’s Salesforce org…
OAuth 2.0 (Username-Password — Legacy) · Connector Profile
Salesforce username-password OAuth2 flow. Deprecated by Salesforce in 2023+ and disabled by default on new orgs; include…
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
OAuth 2.0 (Authorization Code) · Link Account
OAuth 2.0 (Username-Password — Legacy) · Link Account
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.