🔧 Configuration
1
Connect
2
Operation
3
Title & HTML
4
Content
Step 1: Test Connection
Please save your credentials and configuration, then test the connection to proceed.
Step 2: Choose Operation
This is the ID returned when you created the content, or found in the CMS.
Step 3: Title & HTML Content
Enter the title and HTML content for your page or article.
This will be used as the page/article title in the CMS.
The main HTML content for your page or article. You can include HTML tags.
Step 4: Content Details
Loading content form...
📚 Installation Instructions
Setup Guide: Salesforce
This guide explains how to connect your Salesforce account to SearchAtlas so you can create, update, and publish blog content directly on your site. This connection allows you to:
- Create and publish SEO-optimized content from SearchAtlas to your Salesforce CMS.
How to connect Salesforce with SearchAtlas
Step 1: Access Salesforce Setup
- Log in to Salesforce at login.salesforce.com
- Click the gear icon (⚙️) in the upper-right corner
- Select Setup
- In the Quick Find search box (left sidebar), type App Manager
- Click on App Manager under Apps
Step 2: Create an External Client App
- In the App Manager, click New External Client App (upper-right corner)
- Fill in the Basic Information section:
| Field | Required | Description | Example |
|---|---|---|---|
| External Client App Name | Yes | A descriptive name for your app | SearchAtlas Integration |
| API Name | Yes | Auto-fills based on app name | SearchAtlas_Integration |
| Contact Email | Yes | Your email address | you@company.com |
| Distribution State | Yes | Leave as default | Local |
| Contact Phone | No | Optional phone number | — |
| Info URL | No | Optional info link | — |
| Logo Image URL | No | Optional logo | — |
| Icon URL | No | Optional icon | — |
| Description | No | Brief description of the app | Used for publishing blog posts from SearchAtlas |
Step 3: Enable OAuth Settings
- Click on the API (Enable OAuth Settings) section to expand it
- Check ✅ Enable OAuth Settings
- Configure the following:
| Setting | Value |
|---|---|
| Callback URL | https://login.salesforce.com/services/oauth2/callback |
- Add the following OAuth Scopes:
| Scope | Purpose |
|---|---|
Access and manage your data (api) |
Allows API access to Salesforce data |
Perform requests on your behalf at any time (refresh_token, offline_access) |
Maintains persistent access without re-authentication |
Provide access to your data via the Web (web) |
Enables web-based API access |
Manage user data via APIs (api) |
Allows content management |
- Click Create to save your External Client App
Note: After creating the app, it may take 2-10 minutes for it to be fully activated.
Step 4: Get Your Client ID and Client Secret
- After saving, you'll be redirected to the app detail page
- If not, go to App Manager → Find your app → Click the dropdown arrow → Select View
- In the API (Enable OAuth Settings) section, locate:
| Credential | How to Get It |
|---|---|
| Client ID (Consumer Key) | Copy the value shown |
| Client Secret (Consumer Secret) | Click Click to reveal or Manage Consumer Details (you may need to verify via email code) |
Important: Store these credentials securely. The Client Secret should be treated like a password.
Step 5: Configure App Policies
- From your External Client App page, click Manage
- Click Edit Policies
- Configure the following:
| Setting | Value |
|---|---|
| Permitted Users | All users may self-authorize |
| IP Relaxation | Relax IP restrictions |
- Click Save
Step 6: Get Your Salesforce Base URL
- While logged into Salesforce, look at your browser's address bar
- Your Base URL is the first part of the URL (no trailing slash)
| URL Type | Example |
|---|---|
| Developer Edition | https://orgfarm-5989cb1013-dev-ed.develop.my.salesforce.com |
| Standard Edition | https://yourcompany.my.salesforce.com |
Step 7: Connect to SearchAtlas
- In SearchAtlas, go to Settings → CMS Connectors
- Select Salesforce as your connection
- Fill in the following fields:
| Field | Required | Description | Example |
|---|---|---|---|
| Domain | Yes | Your website domain | mywebsite.com |
| Site Domain | Optional | Your Salesforce domain (no trailing slash) | yourcompany.my.salesforce.com |
| Authentication method | Yes | Select from dropdown | Salesforce Client Credentials |
| Base URL | Yes | Your Salesforce instance URL | https://yourcompany.my.salesforce.com |
| Client ID | Yes | Consumer Key from your External Client App | 3MVG9...xyz |
| Client Secret | Yes | Consumer Secret from your External Client App | ABC123...xyz |
- Click Connect
- SearchAtlas will verify your credentials
- Once verified, you will see your Salesforce account connected successfully
Required Information Summary
| Information | Where to Find It |
|---|---|
| Domain | Your website URL |
| Site Domain | Your Salesforce URL in the browser address bar |
| Base URL | Your Salesforce URL (e.g., https://yourcompany.my.salesforce.com) |
| Client ID | Salesforce → Setup → App Manager → Your App → View → API section |
| Client Secret | Salesforce → Setup → App Manager → Your App → View → API section → Click to reveal |
What you can do with this integration
| Feature | Supported |
|---|---|
| Publish content from SearchAtlas to Salesforce CMS | ✅ |
| Create content as drafts or publish immediately | ✅ |
| Update existing content created by SearchAtlas | ✅ |
| Manage content across Salesforce Experience Cloud sites | ✅ |
| Maintain SEO optimization from SearchAtlas | ✅ |
Important Requirements
| Requirement | Details |
|---|---|
| Salesforce Edition | Enterprise, Performance, Unlimited, or Developer Edition (API access required) |
| User Permissions | User must have API Enabled permission in their profile |
| External Client App | Must be properly configured with correct OAuth scopes |
| CMS Setup | Salesforce CMS workspaces must be configured and active |
Troubleshooting
| Issue | Solution |
|---|---|
| Connection Failed | Verify your Base URL, Client ID, and Client Secret are correct |
| App Not Ready | Wait 2-10 minutes after creating the External Client App |
| Invalid Client Error | Double-check Client ID and Client Secret (no extra spaces) |
| Authentication Error | Verify OAuth scopes are correctly configured |
| IP Restriction Error | Set IP Relaxation to "Relax IP restrictions" in app policies |
| API Not Enabled Error | Go to Setup → Profiles → Your profile → Enable "API Enabled" |
Need Help?
| Resource | Link |
|---|---|
| Salesforce Help | help.salesforce.com |
| Salesforce Developer Docs | developer.salesforce.com |
| SearchAtlas Support | Contact your SearchAtlas account manager |