Key terms

Terms in Intrexx and Salesforce

API name

To be able to access an object in Salesforce in Intrexx, you need its API name. The API name and name of an object can differ in Salesforce. You can find the name in the Salesforce Object Manager.

Authorization URI

The Authorization URI is required in connection with the OAuth2 authorization between Salesforce and Intrexx.

The Authorization URI is composed as follows:

<SalesforceRootUri>/services/oauth2/authorize

Please note that the Salesforce Root URI must be specified in the Salesforce Classic variant and not in the Lightning variant.

Example

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

Client ID, consumer key

The Client ID is required in the context of the OAuth2 authorization between Salesforce and Intrexx.

In Salesforce, the term consumer key is used for the client ID.

You can find the consumer key in Salesforce in the application that you have created for the Intrexx Salesforce Connector.

Client secret, consumer secret

The client secret is required in the context of the OAuth2 authorization between Salesforce and Intrexx.

In Salesforce, the term "consumer secret" is used for the client secret.

You can find the consumer secret in Salesforce in the application that you have created for the Intrexx Salesforce Connector.

Redirect URI (response URL)

The redirect URI is required in the context of the OAuth2 authorization and/or communication between Salesforce and Intrexx. It must be copied from the Intrexx Salesforce Connector and stored in Salesforce.

The redirect URI is composed as follows:

<BasisURL>/oauth2/token/<GUID des Salesforce Connectors>

Example:

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

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

Root URI (Service URI)

The root URI is generally the component of a URI up to the first slash ('/').

You need the root URI of your Salesforce instance for the communication between Salesforce and the Intrexx Salesforce Connector.

The Salesforce root URI must be stored in the expert settings of the Intrexx Salesforce Connector.

Example:

https://example.salesforce.com

Scope, OAuth scope

The scope is required in the context of the OAuth2 authorization between Salesforce and Intrexx.

Use the scope to define the permissions with which the Intrexx Salesforce Connector can access Salesforce.

In Salesforce, the term "OAuth scope" is used for the scope.

You can find the OAuth scope in Salesforce in the application that you have created for the Intrexx Salesforce Connector.

Service URI (Root URI)

The service URI corresponds to the root URI.

Example

https://example.salesforce.com

Token URI

The token URI is required in the context of the OAuth2 authorization between Salesforce and Intrexx.

The token URI is composed as follows:

<SalesforceRootUri>/services/oauth2/token

Please note that the Salesforce Root URI must be specified in the Salesforce Classic variant and not in the Lightning variant.

Example

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

Sample data in Intrexx and Salesforce

Intrexx Salesforce application

The Intrexx Salesforce application is the application that was created in Salesforce for access from Intrexx.

Intrexx Salesforce Object (optional)

The Intrexx Salesforce Object

Intrexx Salesforce Connector

In the following sections, "IntrexxSalesforceConnector" is used as the name of the Intrexx Salesforce Connector.

Intrexx Salesforce Connector App

In the following sections, "IntrexxSalesforceConnectorApp" is used as the name for the Intrexx application that is used to access Salesforce.