Create a Connection

The first step in creating an integration is to create the connections to the applications with which you want to share data.

  1. In the navigation pane, click Integrations, then click Connections.

  2. Click Create.

    Note:

    You can also create a connection in the integration canvas of:

    The Create Connection — Select Adapter dialog is displayed.

  3. Select an adapter from the dialog. You can also search for the type of adapter to use by entering a partial or full name in the Search field, and clicking Search.

    The Create New Connection dialog is displayed.

  4. Enter the information to describe the connection.

    • Enter a meaningful name to help others find your connection when they begin to create their own integrations. The name you enter is automatically added in capital letters to the Identifier field. If you modify the identifier name, do not include a blank space (for example, Sales Opportunity).

    • Select the role (direction) in which to use this connection (trigger, invoke, or both). Only the roles supported by this adapter are displayed for selection. When you select a role, only the connection properties and security policies appropriate to that role are displayed on the Connections page. If you select an adapter that supports both invoke and trigger, but select only one of those roles, then try to drag the adapter into the section you did not select, you receive an error (for example, configure an Oracle Service Cloud (RightNow) Adapter as only an invoke, but drag the adapter to the trigger section).

    • Enter an optional description of the connection.


    Description of create_new_connection.png follows
    Description of the illustration create_new_connection.png
  5. Click Create.

    Your connection is created and you are now ready to configure connection details, such as email contact, connection properties, security policies, connection login credentials, and (for certain connections) agent group.

Add a Contact Email

You can add an optional contact email address for notifications.

  1. In the Email Address field, enter an optional email address. You do not receive automatic notifications at this address.
  2. In the upper right corner, click Save.

Configure Connection Properties

Enter connection information so your application can process requests.

  1. Click Configure Connectivity.
    The Connection Properties dialog is displayed.
  2. Select the Upload File checkbox, then click Upload to select the enterprise WSDL to use in this integration. The enterprise WSDL is mandatory and must be specified regardless of whether you are also using a custom WSDL or an outbound messaging WSDL. See Create the Salesforce Adapter Enterprise WSDL.
  3. Click OK.

Configure Connection Security

Configure security for your Salesforce Adapter connection by selecting the security policy.

  1. Click Configure Security.
  2. From the Security Policy list, select the security policy.
    • Salesforce Username Password Policy
    • Authorization Code Credentials (Salesforce OAuth 3-legged)
    • Resource Owner Password Credentials
  3. If you select Salesforce Username Password Policy.
    1. In the Username field, enter the username.
    2. In the Password field, enter the password (combination of the password and security token).
      The security token must be appended to the end of the password. Salesforce.com APIs generate the security token at the time of password reset. For example, if the security token generated by Salesforce.com is SSSSSSSSSSS and the password is password, you must enter passwordSSSSSSSSSSS to log in. Obtain the security token by changing the password or resetting the security token through the Salesforce.com user interface. You receive the security token through the email address registered with Salesforce.com. This token is valid until you reset the security token for the respective account or change the password.
    3. In the Confirm Password field, re-enter the password a second time for confirmation.
  4. If you select Authorization Code Credentials.
    1. In the Client Id field, enter the consumer key/client ID that you obtained when creating a connected application. See Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy.
    2. In the Client Secret field, enter the client secret key that you obtained when creating a connection application. See Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy.
    3. In the Confirm Client Secret field, re-enter the client secret a second time for confirmation.
    4. In the Scope field, enter id api refresh_token. These are the minimum scopes required to configure a connection. Ensure that your connected application has these scopes configured. See Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy.

      Note:

      The Scope field is not marked with an asterisk (*). This incorrectly implies that this field is not mandatory. This field is mandatory.
    5. Click Provide Consent. You are redirected to the Salesforce login page.
    6. Log in to the Salesforce account with your credentials. Once you successfully log in, the following message appears:
      Access Allowed! Please switch back to connection page to proceed with 
      testing and saving connection configuration.
  5. If you select Resource Owner Password Credentials.
    1. In the Client Id field, enter the consumer key/client ID that you obtained when creating a connected application. See Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy.
    2. In the Client Secret field, enter the client secret key that you obtained when creating a connection application. See Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy.
    3. In the Confirm Client Secret field, re-enter the client secret a second time for confirmation.
    4. In the Username field, enter the username.
    5. In the Password field, enter the password.
    6. In the Confirm Password field, re-enter the password a second time for confirmation.

    Note:

    When switching the connection from one Salesforce environment to another or switching the security policy, you must reactivate the integration to point to the correct environment.

Test the Connection

Test your connection to ensure that it is successfully configured.

  1. In the upper right corner of the page, click Test.
  2. If your adapter connection uses a WSDL, you are prompted to select the type of connection testing to perform:
    • Validate and Test: Performs a full validation of the WSDL, including processing of the imported schemas and WSDLs. Complete validation can take several minutes depending on the number of imported schemas and WSDLs. No requests are sent to the operations exposed in the WSDL.

    • Test: Connects to the WSDL URL and performs a syntax check on the WSDL. No requests are sent to the operations exposed in the WSDL.

    If successful, the following message is displayed and the progress indicator shows 100%.

    Connection connection_name was tested successfully.

  3. If your connection was unsuccessful, an error message is displayed with details. Verify that the configuration details you entered are correct.
  4. When complete, click Save, then click Close.