To access data in Salesforce using Intrexx, you must perform certain tasks in both Salesforce and Intrexx.
Salesforce In Salesforce, you must first create an application. This application serves as the connection for Intrexx, through which objects and data in Salesforce can be accessed.
Intrexx: In Intrexx, you must create a data source under "Connector for Connector API." The "Salesforce Template" is available there. Once you have selected this option, you will be guided through the steps required to set up the Intrexx Salesforce Connector.
The Intrexx Salesforce Connector uses Salesforce's REST API. Authorization is handled via OAuth2.
Salesforce Using the Intrexx Salesforce Connector, you can access all objects and data available in Salesforce. If necessary, you can create your own objects in Salesforce.
The Intrexx global settings that you need to configure in the Intrexx Salesforce Connector relate to the OAuth2 authorization settings. To do this, you must transfer the consumer details generated in Salesforce (consumer key and consumer secret) to Intrexx. Another key step is creating a data group in the Intrexx Salesforce Connector. To do this, you must specify the API names of the corresponding Salesforce object and the fields you want to access in the data group.
To be able to access Salesforce data from Intrexx and write data to Salesforce, you can create a third-party data group in Intrexx. (You can also access Salesforce through processes and a service user.)
The following diagram provides an overview of the key steps for setting up the Intrexx Salesforce Connector. The individual steps are described in detail in the following sections.
