Create Salesforce Connector

Requirements

To set up the Salesforce Connector, you should have the following information from Salesforce:

Consumer key from the "Intrexx Salesforce application"
Consumer confidentiality from the "Intrexx Salesforce application"
Salesforce Root URI (e.g.: https://example.salesforce.com)

You need the following information to create a data group:

API name of the object in Salesforce that you want to access.
Field name and data type of the fields in Salesforce that you want to access.

Step-by-step guide

To create the Intrexx Salesforce Connector, proceed as follows:

Start the "Integration" module.
Under "Consume data", select the "Connector for Connector API" entry.
Right click on it.
Select "+ New data source".

The "General" dialog box is displayed.

General properties

Name

Enter the name of the connection here. The name may only contain the letters [a-zA-Z] and numbers [0-9], as well as underscore and hyphen.

Id

Displays the connector or connection ID. This is automatically composed of the connector template and the name of the connector, combined with an underscore.

Description

You can enter a description of the connector here.

Connector template

Select "salesforce" here.

Timeout

Enter the number of milliseconds, seconds, minutes or hours for the timeout here. Select the time unit from the drop-down list to the right of the field.

Active

The timeout settings are activated with this checkbox.
Click on "Next".

The "Data groups" dialog box appears.

Data groups

The "Account" data group has already been created. It serves as a template or example. It contains information that you need when creating a separate or additional data group.

You can dispense with creating a data group at this point and do this after creating the Salesforce Connector.

If you would like to create a data group at this stage, you can find detailed information on this in the section Create data group in the Salesforce Connector.
Click on "Next".

The "Authentication" dialog box appears.
Select the value "OAUTH2" for "Authentication type".

The fields with the required information for "OAUTH2" are displayed.

Authentication

Authentication type

Select "OAUTH2" here.

Grant-Type

Select "AUTHORIZATION_CODE " here.

Authorization URI

Enter the Authorization URI here.

The Authorization URI is composed as follows:

<SalesforceRootURI>/services/oauth2/authorize

Please note that the Salesforce domain name must be entered in the Salesforce Classic variant and not in the Lightning variant.

Example

https://example.salesforce.com/services/oauth2/authorize

Token URI

Enter the token URI here.

The token URI is composed as follows:

<SalesforceRootURI>/services/oauth2/token

Please note that the Salesforce domain name must be entered in the Salesforce Classic variant and not in the Lightning variant.

Example

https://example.salesforce.com/services/oauth2/token

Redirect URI (feedback URL)

Here, the redirect URI is automatically set by Intrexx.

The redirect URI is composed as follows:

<baseURL>/oauth2/token/<GUID of the Salesforce Connector>

Example:

https://exampleportal.com/oauth2/token/88F8260DEA655234B087EFC539FA010BBD8B6AE9

Base URL The base URL can be found in the main menu under "Portal > Portal properties > Frontend web server ".

GUID of the Salesforce Connector If required, you can determine the GUID of the Salesforce Connector yourself. You can find a detailed description of this in section Determine Salesforce Connector GUID (optional).

You must store the redirect URI (feedback URL) in the application in Salesforce. You can find a description of this in the section Store redirect URI in the Salesforce application.

Client ID

Statically store the consumer key from the "Intrexx Salesforce application" here.

Client secret

Statically store the consumer secret from the "Intrexx Salesforce application" here.

Scope

Static The value entered here refers to the OAuth scope in Salesforce.

Detailed information on OAuth scope in Salesforce can be found in section OAuth Tokens and Scopes.
Click on "Next".

The "Service user" dialog box appears.

Service user

Service users offer the option of logging in to Salesforce without using a personal user. A service user is useful, for example, if an automated logon to Salesforce is to take place when processes are executed. It is also possible to set up a third-party data group so that the login to Salesforce takes place via a service user.

Detailed information on creating and using service users can be found in the following sections:

Click on "Next".

The "Expert settings" dialog box appears.

Expert settings

Here you will find the following information:

Attribute	Value
connector.auth.type	OAUTH2
oauth2.accessTokenUri	https://example.salesforce.com/services/oauth2/token
oauth2.authenticationScheme	header
oauth2.clientAuthenticationScheme	client secret_basic
oauth2.clientId	333MVG9PwZx9R6_PHtiqWHPpfaZrGGJuIQ0111111
oauth2.clientId.source	STATIC
oauth2.clientSecret	333CF0D7839720DA1164FC6A100445C50A111111
oauth2.clientSecret.source	STATIC
oauth2.grantType	authorization_code
oauth2.redirectUri	https://exampleportal.com/service/oauth2/token/90784BE82BB653E96C07238A56D
oauth2.scope	full
oauth2.scope.source	STATIC
oauth2.userAuthorizationUri	https://example.salesforce.com/services/oauth2/authorize
serviceTimeout	0

Once the connector has been completed, further attributes are displayed.

Click on "Finish".

The connector is displayed.
Open the connector.

Further Expert settings are displayed.

Enter the corresponding value for the "serviceRootURI" attribute.

Attribute	Value
guid	salesforce_intrexxsalesforceconnector
serviceRootURI	https://example.salesforce.com/
useSSL	true

Your next steps

Create data group in the Salesforce Connector (if not already done)