Prerequisites for Creating a Connection

You must satisfy the following prerequisites to create a connection with the Salesforce Adapter:

Understand Salesforce Constraints

You must be aware of the following constraints before configuring the Salesforce Adapter.

  • The Salesforce Adapter uses the SalesForceDotCom (SFDC) API for all activities. Therefore, it is subject to any Salesforce API limitations.

  • Not all the push topic queries are supported by Salesforce.

  • Client applications must adhere to Salesforce’s SOAP API support policy and backward compatibility terms.

Create the Salesforce Adapter Enterprise WSDL

You must create the Salesforce Adapter enterprise WSDL to include in an integration. You then specify this WSDL when creating a Salesforce Adapter connection on the Connections page.

To create the Salesforce Adapter enterprise WSDL:

  1. Log in to your Enterprise, Unlimited, or Developer Edition Salesforce.com account. Open the Web browser and enter the following URL:

    www.salesforce.com

  2. Log in to Salesforce.com using a valid user name and password.

    You must log in as an administrator or user with the Modify All Data permission. Logins are checked to ensure that they are from a known IP address.

  3. Under App Setup, Expand Develop and click API to display the WSDL download page.

  4. If the organization has managed packages installed in the organization, click Generate Enterprise WSDL. Salesforce prompts you to select the version of each installed package to include in the generated WSDL or right-click Generate Enterprise WSDL and save it to a local directory.

    In the right-click menu, Internet Explorer users can choose Save Target As, while Mozilla Firefox users can choose Save Link As to save it to the local directory.

    The Save dialog is displayed.

  5. Provide a name for the WSDL file and a location to save the file on your file system, and click Save. For information about uploading this WSDL when creating a connection, see Configure Connection Properties.

Create the Salesforce Adapter Outbound Messaging WSDL

You can create an outbound messaging WSDL for the Salesforce Adapter. You then select this WSDL when configuring the Salesforce Adapter as a trigger in the Outbound Messaging page of the Adapter Endpoint Configuration Wizard.

This process consists of several steps:
  • The outbound message consists of a workflow, approval, or milestone action that sends your specified information to your specified endpoint. You configure outbound messaging in the Salesforce setup menu. Afterward, you configure the endpoint.

    To create a workflow rule:

    1. Log in to your Salesforce account and go to Setup.

    2. Under the App Setup menu, expand Create, followed by Workflow & Approvals.

    3. Select a workflow rule or approval process as per your integration requirement.

    4. Click Create New, provide the required information in the following wizards, and click Save.

      1. For the workflow rule, click Edit under the Workflow Action menu followed by Add Workflow Action, and then New Outbound Message.

      2. For the approval process, click Add New (you can select for one or more actions including Submission, Approval, Rejection, and Recall) followed by New Outbound Message.

    Outbound messaging WSDLs associated with approval processes or entitlement processes are also supported and consumed by the adapter.

  • Create the Salesforce outbound messaging WSDL at www.salesforce.com. You then select this WSDL to receive outbound message notifications from the Salesforce application on the Outbound Messaging page in the Adapter Endpoint Configuration Wizard. For instructions, see Trigger Outbound Messaging Page.
    To create the Salesforce outbound messaging WSDL:
    1. Log in to your Salesforce account and go to Setup > Outbound Messages.
    2. Select the required object, and click Next.
    3. Enter other required details (in the Endpoint URL field, enter a dummy URL), and click Save.
    4. Click Generate WSDL to download the WSDL.
    5. Drag the Salesforce Adapter to the trigger (inbound) section of the integration canvas. This invokes the Adapter Endpoint Configuration Wizard.
    6. Browse for the generated WSDL on the Outbound Messaging page.
    7. Activate the integration and copy the endpoint URL from the integration information icon.
    8. Go to the Outbound Messaging section at www.salesforce.com and replace the dummy URL you entered in Step 3 with the real endpoint URL.

Create the Salesforce Adapter Custom WSDL

You can create a custom WSDL that includes custom Apex classes written on force.com and exposed as SOAP web services. This enables external applications to access your code and application.

You then select the custom WSDL when configuring the Salesforce Adapter in the invoke direction on the Basic Info page of the Adapter Endpoint Configuration Wizard.. For instructions, see Invoke Basic Information Page.

For more information about custom WSDLs, see Exposing Apex Methods as SOAP Web Services.

Use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials Security Policy

To use the Salesforce OAuth Three-Legged or Resource Owner Password Credentials security policy, you must create a connected application in Salesforce.com.

  1. Log in to your Enterprise, Unlimited, or Developer Edition Salesforce.com account.
  2. In the upper-right corner, click your username dropdown, and select Setup.
  3. Navigate to App Setup > Create > Apps.
  4. In the Connected Apps section, click New. The New Connected App page appears.
  5. In the Basic Information section, enter your basic information details, and select the Enable OAuth Settings checkbox in the API section.
  6. In the Callback URL field, enter the fully qualified domain name of your server using the HTTPS protocol, and add the following text to the URL: agent/oauth/callback.
    For example,
    https://www.your_server.com/agent/oauth/callback
  7. From the Available OAuth Scopes list, add the following scopes to Selected OAuth Scopes:
    • Access and manage your data (api)
    • Access your basic information (id)
    • Perform requests on your behalf at any time (refresh_token)

    Note:

    These are the minimum scopes required to configure the Salesforce OAuth Three-Legged security policy for your Salesforce Adapter connection. For the Resource Owner Password Credentials security policy, api and id are the minimum scopes required.
  8. Click Save, and then click Continue. Once the application is saved, Salesforce populates the API section with the following IDs:
    • Consumer key (Client ID)
    • Consumer secret (Client secret)

    Note: