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bw2:salesforce_api

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bw2:salesforce_api [2021/02/11 10:13]
akoehler 		bw2:salesforce_api [2021/02/11 10:23] (current)
akoehler old revision restored (2020/12/15 12:31)
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 ===== Setup ===== ===== Setup =====
  
-Before Bizweaver can use salesforce, some connection information must 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].
  
-{{ :bw2:bizweaversf1.png |}}+{{  :bw:webservice_salesforce1.png?600  |Salesforce App Setup 1}}
  
   - The “New Connected App” page is displayed.   - The “New Connected App” page is displayed.
   - Enter a Connected App Name, an API Name, and a Contact Email.   - Enter a Connected App Name, an API Name, and a Contact Email.
   - Select the “Enable OAuth” checkbox.   - Select the “Enable OAuth” checkbox.
-  - Enter a “Callback URL.” This is required by web apps but is not used by Bizweaver. The value shown in the image is acceptable.+  - Enter a “Callback URL.” This is required by web apps, but is not used by Bizweaver. The value shown in the image is acceptable.
   - Select the desired “OAuth Scopes”. Access and Manage Your Data is typically all that is needed. Highlight the desired option and click the > button to add it to the selected list.   - Select the desired “OAuth Scopes”. Access and Manage Your Data is typically all that is needed. Highlight the desired option and click the > button to add it to the selected list.
   - 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.”
  
-{{ :bw2:bizweaversf2.png |}}+{{  :bw:webservice_salesforce2.png?600  |Salesforce App Setup 2}}
  
 ===== OAuth Keys ===== ===== OAuth Keys =====
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 ===== Create a REST Global Connection for Salesforce.com ===== ===== Create a REST Global Connection for Salesforce.com =====
  
-  - Create a new Global Connection by opening Global Connections and selecting a new REST connection.+  - Create a new Global Connection by opening Global Connections, and selecting a new REST connection.
   - Select oAuth 2 Authentication.    - Select oAuth 2 Authentication. 
   - 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**.+  - 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.
  
-{{ :bw2:bizweaversf3.png |}}+{{ :bw2:bizweaversf1.png |}}
  
 ====== 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}}+{{ :bw2:bizweaversf2.png |}}
  
 ===== Manage Data Step(s)===== ===== Manage Data Step(s)=====
   - Add a new Web Service step to manage data. This should be the next step after the “Get Access Token” step.   - Add a new Web Service step to manage data. This should be the next step after the “Get Access Token” step.
-  - 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 be 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 retrieve the token from the "Get Token" step.   - Click the “?” icon to retrieve the token from the "Get Token" step.
-  - Set the “SalesForce 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.
   - Click the Refresh Object List link. A list of accessible objects (data sets) is displayed in the “Select Object” box.   - Click the Refresh Object List link. A list of accessible objects (data sets) is displayed in the “Select Object” box.
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 -- Click [OK] to save the settings. -- Click [OK] to save the settings.
  
-{{  :bw:webservice_salesforce6.png?500  |Manage Data Step}}+{{ :bw2:bizweaversf3.png |}}
  
 ====== Other Information ====== ====== Other Information ======
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   - Click on the drop-down on your user name in the upper-right corner of the page.   - Click on the drop-down on your user name in the upper-right corner of the page.
   - Select My Settings.   - Select My Settings.
-  - Under the “Personal” section, you will see the “Reset My Security Token” option.+  - Under the “Personal” section you will see the “Reset My Security Token” option.
   - 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.
  
bw2/salesforce_api.1613056390.txt.gz · Last modified: 2021/02/11 10:13 by akoehler

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