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Table of Contents

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  1. Preface
  2. Synchronize Salesforce Contacts with Database Contacts recipe overview
  3. Synchronize Salesforce Contacts with Database Contacts recipe contents
  4. Using the Synchronize Salesforce Contacts with Database Contacts recipe

Synchronize Salesforce Contacts with Database Contacts

Synchronize Salesforce Contacts with Database Contacts

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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
    SalesforceConnectionContact
     connection.
  2. In the
    Type
     field, select
    Salesforce
    .
  3. In the
    Run On
     field, select the Secure Agent.
  4. In the
    Authentication Type
     field, select
    Password
     or
    OAuth
     as required.
    Based on the authentication type selected, perform one of the following steps:
    • For
      Password
       authentication:
      1. Enter values for the following properties:
        • User Name: Salesforce developer account user name.
        • Password: Salesforce developer account password.
        • Security Token: Salesforce security token.
      2. In the
        Event API Settings
         section, enter values in the
        Consumer Key
         and
        Customer Secret
         fields.
        For information about generating the
        Consumer Key
         and
        Customer Secret
         values, see Create new Connected App.
      3. In the
        Connection Properties
         section, in the
        Object Filter
         field, enter the API name of the Salesforce platform event prefixed with
        Contact
        . For example,
        Contact,ContactPE__e
        .
        The following image shows the API name of the Salesforce platform event:
        The image shows the API name of the Salesforce platform event.
        The following image shows the
        SalesforceConnectionContact
         connection detail page with the authentication type set to
        Password
        :
        The image shows the SalesforceConnectionContact 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
      SalesforceConnectionContact
       connection detail page with the authentication type set to
      OAuth
      :
      The image shows the SalesforceConnectionContact connection detail page with the authentication type set to OAuth.
  5. On the
    Event Sources
     tab, enter the API name of the Salesforce platform event prefixed with
    /event/
     in the
    Event Consumer
     field. For example,
    /event/ContactPE__e
    .
    When the Salesforce platform event is called, the event refers to the value specified in this field.
    Ensure that the value in the
    Event Consumer
     field is the same as the event consumer you created for the platform event in the Salesforce organization.
  6. Save and publish the connection.
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