Create a 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 Information from the "Intrexx Salesforce Application"
Salesforce Root URI (e.g., https://example.salesforce.com)

To create a data group, you will need the following information:

The API name of the object in Salesforce that you want to access.
The field names and data types of the fields in Salesforce that you want to access.

Step-by-Step

To create the Intrexx Salesforce Connector, follow these steps:

Launch the "Integration" module.
Under "Consume Data," select "Connector for Connector API."
Right-click.
Select "+ New Data Source."

The "General" dialog box appears.

General Information

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 underscores and hyphens.

Id

Displays the ID of the connector or connection. This is automatically generated from the connector template and the connector's name, separated by an underscore.

Description

You can enter a description of the connector here.

Connector Template

Select "salesforce" here.

Timeout

Here, you can enter the number of milliseconds, seconds, minutes, or hours for the timeout. Select the time unit from the drop-down list to the right of the timeout field.

Active

If you set this option, the timeout settings are enabled.
Click "Next."

This will take you to the "Data Groups" dialog box.

Data Groups

The "Account" data group has already been created. It serves as a template or example. It contains information you'll need when creating your own data group or additional data groups.

You can choose not to create a data group at this time and do so after creating the Salesforce connector.

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

This will take you to the "Authentication" dialog box.
Under "Authentication Type," select "OAUTH2."

The fields containing 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 structured as follows:

<SalesforceRootURI>/services/oauth2/authorize

Please note that the Salesforce domain name must be specified in the Salesforce Classic version, not in the Lightning version.

Example

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

Token URI

Enter the token URI here.

The token URI is structured as follows:

<SalesforceRootURI>/services/oauth2/token

Please note that the Salesforce domain name must be specified in the Salesforce Classic version, not in the Lightning version.

Example

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

Redirect URI (Redirect URL)

Here, the redirect URI is set automatically by Intrexx.

The redirect URI is composed as follows:

<BaseURL>/oauth2/token/<Salesforce Connector GUID>

Example:

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

Base URL You can find the base URL in the main menu under "Portal > Portal Properties > Frontend Web Server."

Salesforce Connector GUID If necessary, you can determine the Salesforce Connector GUID yourself. For a detailed description of this, see the section " Determine the Salesforce Connector GUID (optional)."

You must configure the redirect URI in the Salesforce application. For a description of this, see the section " Configure the Redirect URI in the Salesforce application."

Client ID

Static: Enter the consumer key from the "Intrexx Salesforce Application" here.

Client Secret

Static: Enter the customer secret from the "Intrexx Salesforce Application" here.

Scope

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

For detailed information about OAuth scopes in Salesforce, see the section titled " OAuth."
Click "Next."

This will take you to the "Service User" dialog box.

User Services

Service users allow users to log in to Salesforce without using a personal user account. A service user is useful, for example, when you want to automatically log in to Salesforce while running processes. It is also possible to set up a third-party data group so that users log in to Salesforce using a service user.

For detailed information on creating and using service users, see the following sections:

Click "Next."

This will take you to the "Expert Settings" dialog box.

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	111-aaa-111-aaa-111-aaa-111-aaa-111-aaa-111
oauth2.clientId.source	STATIC
oauth2.clientSecret	111-aaa-111-aaa-111-aaa-111-aaa-111-aaa-111
oauth2.clientSecret.source	STATIC
oauth2.grantType	authorization_code
oauth2.redirectUri	https://exampleportal.com/service/oauth2/token/111-aaa-111-aaa-111-aaa-111
oauth2.scope	full
oauth2.scope.source	STATIC
oauth2.userAuthorizationUri	https://example.salesforce.com/services/oauth2/authorize
serviceTimeout	0

Once the connector is complete, additional attributes will be displayed.

Click "Finish."

The connector is displayed.
Open the connector.

Additional expert settings are displayed.

Enter the appropriate value for the "serviceRootURI" attribute.

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

Your Next Steps

Create a data group in the Salesforce Connector (if you haven't already done so)