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fix readme syntax
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Hoan Nguyen committed Jan 18, 2024
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Expand Up @@ -7,93 +7,92 @@ This connector builds the REST API and provides a means to access Salesforce's r
- Manipulate the object Opportunity.
- Build a standard Rest client to apply Salesforce Object Query Language (SOQL).

## Demo

# Configuration

## Configure on the SF Application
For a client application to access REST API resources, it must be authorized as a trusted visitor. To implement this authorization, utilize a **Connected App** and employ the **OAuth 2.0** authorization flow.

**Important steps**

- Create a Connected App to generate the necessary authentication information.
- Configure authentication providers for your application.
- Activate the required settings in OAuth and OpenID Connect settings to facilitate secure authentication.
- Set up Named Credentials to manage and secure access to external services.


## Integrate Connector into the Project
The **Consumer Key** and **Consumer Secret** are retrieved from the **Connected App** and placed in the `variables.yaml` file.

Authentication information is set up as a global variable and can be updated anytime.


| Variable name | Note |Example |
|--------------------------------------------|-----------------------------------------------|--------------------------------------------------------------------------------------|
|salesforce-connector.auth.subdomain |The domain that Salesforce provides to consumers for authentication |axonactive3-dev-ed.develop |
|salesforce-connector.auth.clientId |Consumer Id |3MVG95mg0lk4bathQF4Z_F1GcZZPr8ztvo29c53HhwOXnCKBkP8LkxHnb5KlydXj3Oomw0VHsY |
|salesforce-connector.auth.clientSecret |Consumer Secret |56C6CA448B49032828FE4C4DF16D1AF4804B8CC734E066B255A5B31A |
|salesforce-connector.auth.useAppPermissions |OAuth2 Grantype |true (client_credentials) |
|salesforce-connector.auth.url |Salesforce Rest URI |https://axonactive3-dev-ed.develop.my.salesforce.com/services/data/v58.0 |



# Demo
1. Login to the Axonivy
1. Login to the Axon Ivy
2. Click **Starts** in the Axon Ivy menu to open the Full Process List
3. On the Full Process List, click on **ChartDemo**.

![plot](/salesforce-connector-product/doc/img/sf-start-chart.png)
![process-start-chart](/salesforce-connector-product/doc/img/sf-start-chart.png)

4. A simple chart for statistical analysis:

![plot](/salesforce-connector-product/doc/img/sf-chart.png)
![simple-chart](/salesforce-connector-product/doc/img/sf-chart.png)

5. On the Full Process List, click on **ListDemo**.

![plot](/salesforce-connector-product/doc/img/sf-start-list.png)
![process-start-list](/salesforce-connector-product/doc/img/sf-start-list.png)

6. Opportunity Overview:

![plot](/salesforce-connector-product/doc/img/sf-list.png)
![list-opportunity](/salesforce-connector-product/doc/img/sf-list.png)

7. Click on the Add New button:

![plot](/salesforce-connector-product/doc/img/sf-start-addNew.png)
![add-new-opportunity](/salesforce-connector-product/doc/img/sf-start-addNew.png)

8. Add new Opportunity:

![plot](/salesforce-connector-product/doc/img/sf-addNew.png)
![add-new-opportunity-popup](/salesforce-connector-product/doc/img/sf-addNew.png)

9. Click on Opportunity Name to view details:

![plot](/salesforce-connector-product/doc/img/sf-start-detail.png)
![add-new-opportunity-summary](/salesforce-connector-product/doc/img/sf-start-detail.png)

10. Opportunity details:

![plot](/salesforce-connector-product/doc/img/sf-detail.png)
![opportunity-details-dialog](/salesforce-connector-product/doc/img/sf-detail.png)

11. Opportunity details Activity:

![plot](/salesforce-connector-product/doc/img/sf-detail-activity.png)
![opportunity-details-activity](/salesforce-connector-product/doc/img/sf-detail-activity.png)

12. Click on the icon Pencil to Update an Opportunity:

![plot](/salesforce-connector-product/doc/img/sf-start-edit.png)
![modify-opportunity](/salesforce-connector-product/doc/img/sf-start-edit.png)

13. Edit Opportunity:

![plot](/salesforce-connector-product/doc/img/sf-edit.png)
![modify-opportunity-popup](/salesforce-connector-product/doc/img/sf-edit.png)

14. Click on the icon Trash to remove an Opportunity:

![plot](/salesforce-connector-product/doc/img/sf-start-delete.png)
![delete-opportunity](/salesforce-connector-product/doc/img/sf-start-delete.png)

15. Delete Opportunity:

![plot](/salesforce-connector-product/doc/img/sf-delete.png)
![delete-opportunity-popup](/salesforce-connector-product/doc/img/sf-delete.png)


## Configuration

### Configure on the SF Application
For a client application to access REST API resources, it must be authorized as a trusted visitor. To implement this authorization, utilize a **Connected App** and employ the **OAuth 2.0** authorization flow.

**Important steps**

- Create a Connected App to generate the necessary authentication information.
- Configure authentication providers for your application.
- Activate the required settings in OAuth and OpenID Connect settings to facilitate secure authentication.
- Set up Named Credentials to manage and secure access to external services.


### Integrate Connector into the Project
The **Consumer Key** and **Consumer Secret** are retrieved from the **Connected App** and placed in the `variables.yaml` file.

Authentication information is set up as a global variable and can be updated anytime.


| Variable name | Note |Example |
|--------------------------------------------|-----------------------------------------------|--------------------------------------------------------------------------------------|
|salesforce-connector.auth.subdomain |The domain that Salesforce provides to consumers for authentication |axonactive3-dev-ed.develop |
|salesforce-connector.auth.clientId |Consumer Id |3MVG95mg0lk4bathQF4Z_F1GcZZPr8ztvo29c53HhwOXnCKBkP8LkxHnb5KlydXj3Oomw0VHsY |
|salesforce-connector.auth.clientSecret |Consumer Secret |56C6CA448B49032828FE4C4DF16D1AF4804B8CC734E066B255A5B31A |
|salesforce-connector.auth.useAppPermissions |OAuth2 Grantype |true (client_credentials) |
|salesforce-connector.auth.url |Salesforce Rest URI |https://axonactive3-dev-ed.develop.my.salesforce.com/services/data/v58.0 |


# Resources
## Resources
[Developer](https://developer.salesforce.com/docs)

[Connected App](https://help.salesforce.com/s/articleView?id=sf.connected_app_client_credentials_setup.htm&type=5)
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