Salesforce Connector Guide

Salesforce Connector Guide

Basic connection properties

Basic connection properties

The following table describes the basic properties that you can configure on the
Properties
tab of the connection creation page:
Property
Description
Name
Required. A name for the Salesforce connection that identifies it in the Process Designer.
The name must start with an alphabet and can contain only alphabets, numbers, or hyphens (-). The name must be unique within the project or folder where you create the connection.
Location
Optional. The location of the project or folder where you want to save the connection. Click
Browse
to select a location.
If the
Explore
page is currently active and a project or folder is selected, the default location for the connection is the selected project or folder. Otherwise, the default location is the location of the most recently saved asset.
Description
Optional. A description of the connection.
Type
Required. The type of connection that you want to use for the connector or service connector.
Select
Salesforce
.
Run On
Required. The runtime environment for the connection. You can run the connection on the Cloud Server, a Secure Agent group, or a Secure Agent machine.
To subscribe to Salesforce custom platform events, PushTopic queries, and change events, or publish messages to Salesforce custom platform events, you must select a Secure Agent group or a Secure Agent machine. You cannot run a Salesforce connection on the Cloud Server if you want to create and use an event source or an event target.
Connection Test
Not supported for Salesforce Connector.
OData-Enabled
Optional. Specifies whether OData feeds are enabled for the connection.
Select
Yes
to enable OData feeds. If you select
Yes
, you must specify either the allowed users or the allowed groups that can access the connection at design time. You can also enable or disable Cloud access to the OData endpoint URL.
Default is
No
.
For more information about the OData endpoint URL, see Endpoint URL for OData-enabled connections.
OData Cloud Access Enabled
Optional. Specifies whether you can access data from the OData service by using the Cloud endpoint URL or the Secure Agent endpoint URL.
If you enable OData and configure the connection to run on a Secure Agent machine or a Secure Agent group, you can choose to disable access to the Cloud endpoint URL for security purposes.
Select
No
to disable access to the Cloud endpoint URL. If you select
No
, you cannot access data from the OData service by using the Cloud endpoint URL. You can access data only by using the Secure Agent endpoint URL.
Select
Yes
to access data from the OData service by using both the Cloud endpoint URL and the Secure Agent endpoint URL.
Default is
Yes
.
If you set the
OData-Enabled
option to
No
, the value that you set for the
OData Cloud Access Enabled
option does not apply because Application Integration does not generate the OData endpoint URL.
For more information about the OData endpoint URL, see Endpoint URL for OData-enabled connections.
Allowed Users for OData
Optional. The users that have access to the connection at design time.
You can specify more than user. After you specify the first value, press the Enter key or the Comma key, and then specify the next value.
Allowed Groups for OData
Optional. The user groups that have access to the connection at design time.
You can specify more than one user group. After you specify the first value, press the Enter key or the Comma key, and then specify the next value.
After you configure the basic properties, you must also define the following properties:
  • The authentication properties for the Salesforce connection
  • The event source properties for the Salesforce connection
  • The event target properties for the Salesforce connection

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