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Table of Contents

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  1. Preface
  2. Introduction to Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe
  3. Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe contents
  4. Using the Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe

Synchronize Salesforce Accounts with Dynamics 365 Accounts

Synchronize Salesforce Accounts with Dynamics 365 Accounts

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Configuring and publishing the Salesforce connection

Configuring and publishing the Salesforce connection

To configure and publish the Salesforce connection, perform the following steps:
  1. Open the
    SalesforceConnectionAccount
     connection.
  2. In the
    Type
     field, select
    Salesforce
    .
  3. In the
    Run On
     field, select
    Cloud Server or any Secure Agent
    .
  4. In the
    Authentication Type
     field, select
    Password
     or
    OAuth
     as needed.
    Based on the authentication type selected, perform one of the following steps:
    • For
      Password
       authentication, enter values for the following properties:
      • User Name: Salesforce developer account user name.
      • Password: Salesforce developer account password.
      • Security Token: Salesforce security token.
      The following image shows the
      SalesforceConnectionAccount
       connection detail page with the authentication type set to
      Password
      :
      The image shows the SalesforceConnectionAccount connection detail page with the authentication type set to Password.
    • For
      OAuth
       authentication, enter values for the following properties:
      • Authentication URL: Endpoint used to make OAuth authorization requests to Salesforce.
      • Token Request URL: Endpoint used to make OAuth token requests to Salesforce.
      • Session Duration: Number of minutes after which the OAuth token expires.
      • Authorize access: Click
        Authorize
         > enter Salesforce developer account credentials > click
        Allow
        .
      The OAuth authentication process starts. You can check the current authorization status in the
      Authorization Status
       property.
      The following image shows the
      SalesforceConnectionAccount
       connection detail page with the authentication type set to
      OAuth
      :
      The image shows the SalesforceConnectionAccount connection detail page with the authentication type set to OAuth.
  5. Save and publish the connection.
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