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bw:salesforce_api

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bw:salesforce_api [2019/02/20 10:40]
runger [REST Connection for Salesforce.com] 		bw:salesforce_api [2020/12/14 18:18] (current)
akoehler [Create a REST Global Connection for Salesforce.com]
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 ===== Setup ===== ===== Setup =====
  
-Before Salesforce can be used by Bizweaver, some connection information was be configured on the Salesforce.com site.+Before Salesforce can be used by Bizweaver, some connection information must be configured on the Salesforce.com site.
  
   - Login to Salesforce.com   - Login to Salesforce.com
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   - Click [New].   - Click [New].
  
-{{:bw:webservice_salesforce1.png?600|}}+{{  :bw:webservice_salesforce1.png?600  |Salesforce App Setup 1}}
  
   - The “New Connected App” page is displayed.   - The “New Connected App” page is displayed.
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   - This is all that is required. Click [Save] to create the new “App.”   - This is all that is required. Click [Save] to create the new “App.”
  
-{{:bw:webservice_salesforce2.png?600|}}+{{  :bw:webservice_salesforce2.png?600  |Salesforce App Setup 2}}
  
 ===== OAuth Keys ===== ===== OAuth Keys =====
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   - Copy the Consumer Key (called Client ID in Bizweaver) and Consumer Secret (Client Secret in Bizweaver) values as you will need them in the Bizweaver connection setup.   - Copy the Consumer Key (called Client ID in Bizweaver) and Consumer Secret (Client Secret in Bizweaver) values as you will need them in the Bizweaver connection setup.
  
-{{:bw:webservice_salesforce3.png?600|}}+{{  :bw:webservice_salesforce3.png?800  |Salesforce oAuth Keys}}
  
 ===== Create a REST Global Connection for Salesforce.com ===== ===== Create a REST Global Connection for Salesforce.com =====
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   - Select Grant Type of “Password Grant.”   - Select Grant Type of “Password Grant.”
   - Enter the Client ID (Consumer ID), Client Secret (Consumer Secret), Redirect URI (https://localhost), and the Salesforce user name.    - Enter the Client ID (Consumer ID), Client Secret (Consumer Secret), Redirect URI (https://localhost), and the Salesforce user name. 
-  - When you created a password in Salesforce.com you will have received a corresponding token via email. You will receive a new token any time you change your password. If you do not have the token, you can request a new token using the [[#resetting-your-security-token|Resetting Your Security Token]].+  - When you created a password in Salesforce.com you will have received a corresponding token via email. You will receive a new token any time you change your password. If you do not have the token, you can request a new token using the **Resetting Your Security Token**.
   - The “password” used in the Bizweaver connection is your password + the token, all in one string. This removes location checking from your login request.   - The “password” used in the Bizweaver connection is your password + the token, all in one string. This removes location checking from your login request.
  
-{{:bw:webservice_salesforce4.png?400|Salesforce Global Connection}}+{{  :bw:webservice_salesforce4.png?400  |Salesforce Global Connection}}
  
 ====== Basic Salesforce Workflow ====== ====== Basic Salesforce Workflow ======
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   - Click the Login Test … link to confirm that the connection is working correctly. A session access token will be displayed in the box to the right of the link.   - Click the Login Test … link to confirm that the connection is working correctly. A session access token will be displayed in the box to the right of the link.
  
-{{:bw:webservice_salesforce5.png?500|Get Token Step}}+{{  :bw:webservice_salesforce5.png?500  |Get Token Step}}
  
 ===== Manage Data Step(s)===== ===== Manage Data Step(s)=====
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   - Use the “Select Service” drop-down to select “Salesforce.com”. Then use the drop-down just to the right to select “Manage Objects.” The display will change.   - Use the “Select Service” drop-down to select “Salesforce.com”. Then use the drop-down just to the right to select “Manage Objects.” The display will change.
   - “Authentication Required” should not checked on this step. The access token will be obtained from the preceding “Get Access Token” step.   - “Authentication Required” should not checked on this step. The access token will be obtained from the preceding “Get Access Token” step.
-  - Click the “?” icon to retrive the token from the "Get Token" step.+  - Click the “?” icon to retrieve the token from the "Get Token" step.
   - Set the “Sales Force Instance” to the appropriate value. See the “Find Your Salesforce Instance” section for instructions on how to find this value.   - Set the “Sales Force Instance” to the appropriate value. See the “Find Your Salesforce Instance” section for instructions on how to find this value.
   - Click the radio button for the action you wish to use. Options are Query, Add Record, Update, and Delete.   - Click the radio button for the action you wish to use. Options are Query, Add Record, Update, and Delete.
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 -- Click [OK] to save the settings. -- Click [OK] to save the settings.
  
-{{:bw:webservice_salesforce6.png?500|Manage Data Step}}+{{  :bw:webservice_salesforce6.png?500  |Manage Data Step}}
  
 ====== Other Information ====== ====== Other Information ======
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   - Click this option to complete the generation process. The new token is sent to you via email.   - Click this option to complete the generation process. The new token is sent to you via email.
  
-{{:bw:webservice_salesforce7.png?400|Reset Security Token}}+{{  :bw:webservice_salesforce7.png?600  |Reset Security Token}}
  
 ===== To find your Salesforce edition and API version. ===== ===== To find your Salesforce edition and API version. =====
bw/salesforce_api.1550677252.txt.gz · Last modified: 2019/02/20 10:40 by runger

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