Configuring and publishing the Salesforce connection
To configure and publish the Salesforce connection, perform the following steps:
1Open the SalesforceConnectionCase connection.
2In the Run On field, select Cloud Server or any Secure Agent.
3In the Connection Properties section, the Object Filter field value is Case.
4In the Authentication Type field, select OAuth or Password as required.
Based on the authentication type selected, perform one of the following steps:
- - For Password authentication:
- 1Enter values for the following properties:
- ▪ User Name: Salesforce developer account user name.
- ▪ Password: Salesforce developer account password.
- ▪ Security Token: Salesforce security token.
- - For OAuth authentication, enter values for the following properties:
- ▪ Authentication URL: Endpoint used to make OAuth authorization requests to Salesforce.
- ▪ Token Request URL: Endpoint used to make OAuth token requests to Salesforce.
- ▪ Session Duration: Number of minutes after which the OAuth token expires.
- ▪ Authorize access: Click Authorize > enter Salesforce developer account credentials > click Allow.
The OAuth authentication process starts. You can check the current authorization status in the Authorization Status property.
5 Save and publish the connection.