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Salesforce-connector

This connector builds the REST API and provides a means to access Salesforce's resources. A client can utilize the REST API to manipulate Salesforce (SF) objects. For instance, to perform CRUD operations on an Opportunity object or to query and retrieve data. Salesforce Connector:

  • Provides the standard set of Rest APIs to manipulate one specific object of SalesForce Opportunity.
  • Track the status and the number of each status Opportunity.
  • Manipulate the object Opportunity.
  • Build a standard Rest client to apply Salesforce Object Query Language (SOQL).

Demo

  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.

process-start-chart

  1. A simple chart for statistical analysis:

simple-chart

  1. On the Full Process List, click on ListDemo.

process-start-list

  1. Opportunity Overview:

list-opportunity

  1. Click on the Add New button:

add-new-opportunity

  1. Add new Opportunity:

add-new-opportunity-popup

  1. Click on Opportunity Name to view details:

add-new-opportunity-summary

  1. Opportunity details:

opportunity-details-dialog

  1. Opportunity details Activity:

opportunity-details-activity

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

modify-opportunity

  1. Edit Opportunity:

modify-opportunity-popup

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

delete-opportunity

  1. Delete Opportunity:

delete-opportunity-popup

Setup

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

Developer

Connected App

Salesforce SOQL