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Salesforce Adapter

Overview

The Salesforce Adapter is an adapter that is installed into Kinetic Bridgehub that allows data from Salesforce to be pulled back using bridging.

Installation

Note: Check to ensure that this adapter isn't already installed into your bridgehub as part of the base installation before undertaking the installation tasks.

  • Download the kinetic-bridges-adapter-salesforce.jar file and it's dependencies here
  • Put all of the downloaded files into the WEB-INF/lib folder for you kinetic-bridgehub installation
  • Restart the tomcat that your kinetic-bridgehub installation is located in

Setup

Configuration Values

Name Description
Username Salesforce username or email
Password Salesforce password
Security Token A security token that is appended onto the end of the password. Can be obtained from Salesforce by going to 'Reset my Security Token' under personal settings.
Client Id The client id of the application. Found under Manage Apps in setup.
Client Secret The client secret of the application. Found under Manage Apps in setup.
Salesforce Instance The salesforce instance that the account is tied to. Can be found to the left of the salesforce url.

Example Configuration

Name Value
Username joe.user@acme.com
Password samplepass
Security Token yhjoGHALS98uqwfrHIAUWLF3a
Client Id 3MASDFojlkandfs24j56gafhisAEHSuut7quyteAGHqLY_Afht29ehr
Client Secret 6835098327162538245
Salesforce Instance na12

Configuration Details

Obtaining a Security Token

  • After navigating to setup which is located in the dropdown menu on the top right of the page, go to Reset My Security Token under My Personal Information.

Obtaining the Client Id and Client Secret

  • On the setup page again, navigate to Manage Apps and click New on the Connected Apps table.
  • After giving your app a name and contact information, click the checkbox for Enable OAuth Settings.
    • The callback URL will not have to be used, so you can just give it any https URL (I use "https://auth").
  • Under selected OAuth scopes, add Access and manage your data (api) to your Selected OAuth Scopes and save.
  • This will bring you to the page for your newly created app, where you can get the Consumer Key (Client Id) and Consumer Secret (Client Secret), which means you now have all the information to configure your bridge!

Structures, Fields, and Queries

Structures

  • A list of standard models can be found on the Salesforce website (here).
    • Salesforce also allows you to make custom objects, and the only change you have to make to use those is to append __c to the end of the object name (ie. CustomObject__c).

Fields

  • A list of fields for each model can be found by clicking on the object in the previous link.
    • Alternatively, you can also find the fields by logging into Salesforce and navigating to Setup > App Setup > Customize > *Desired Object* > Fields
    • Once again, custom fields are denoted by appending __c to the end of them

Queries

  • When building qualifications, it is important to realize that not all fields are sortable. If they are sortable, they will have "Sort" listed under the properties in the field documentation
  • Also, make sure that you are using the field name and not the field label. (Hint: If there is a space in the field you are trying to use, you are likely using the field label.
  • Qualifications in SOQL follow the form of Field='parameter_value', which is in turn true when mapping qualifications with the Salesforce Bridge
    • The query string in the qualification mapping will be Attribute='<%=parameter["Attribute"]%>'

Changelog

v1.0.2 (2017-11-14)

  • Empty list field returns all fields for a structure
  • Update deprecated DefaultHttpClient references

v1.0.1 (2017-05-17)

  • Add a sensitive property flag to Client Secret
  • Update internal Salesforce API calls from v28.0 to v37.0

v1.0.0 (2016-01-26)

  • Initial Version