Step 2. Configure and publish the Salesforce connection
Configure the user credentials, object filter, and event consumer details in the SalesforceConnectionCase connection, and then publish the connection.
1Open the SalesforceConnectionCase connection.
2From the Type list, select Salesforce.
3From the Run On list, select Cloud Server or any Secure Agent.
4From the Authentication Type list, select OAuth or Password as required.
Based on the authentication type selected, perform one of the following steps:
- - 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 the Salesforce developer account credentials > click Allow.
The OAuth authentication process starts. You can check the current authorization status in the Authorization Status property.
- - 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.
5In the Connection Properties section, enter the Object Filter field value as Case.
6 Save and publish the connection.