Configuring and publishing the Salesforce connection
To configure and publish the Salesforce connection, perform the following steps:
1Open the SalesforceConnectionAccount connection.
2In the Type field, select Salesforce.
3In the Run On field, select Cloud Server or any Secure Agent.
4In the Authentication Type field, select Password or OAuth as needed.
Based on the authentication type selected, perform one of the following steps:
- - For Password authentication, enter values for the following properties:
- ▪ User Name: Salesforce developer account user name.
- ▪ Password: Salesforce developer account password.
- ▪ Security Token: Salesforce security token.
The following image shows the SalesforceConnectionAccount connection detail page with the authentication type set to Password:
- - 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.
The following image shows the SalesforceConnectionAccount connection detail page with the authentication type set to OAuth:
5 Save and publish the connection.