In this part, we will deploy our Heroku app and set up Heroku Connect to talk to your Salesforce instance.
Make sure to save your full application path, as you'll need in Part 3.
- Go to your Heroku Dashboard and select the application you just deployed. Alternatively, from the Heroku deployment page, click Manage App.
- Under Installed add-ons, click on Heroku Connect.
- Click Setup Connection. This will detect the Heroku Postgres add-on details and configure Heroku Connect with them.
- Click on the highlighted row that has DATABASE_URL to select this as your desired Postgres database.
- Click Next on the Provision Connection screen.
- Click Authorize.
- Log in to your Salesforce account you just created in Step 1.
- Click Allow.
- You should now be on the Heroku Connect Overview page showing your connection details. The next step will be to add mappings to your Salesforce objects.
- Click on the Settings menu and click on Import/Export Configuration.
- Click Import.
- Click Browse....
- Browse to this file in the repo you cloned:
skill-sample-heroku-sales-assistant/connect_config/sales_assistant_connect_config.json
- Click Upload.
- Your Heroku Connect setup should import the Opportunity and Period mappings and synchronize data from your Salesforce to your local Heroku Postgres instance.