SalesForce

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Introduction Salesforce is a CRM software and enterprise cloud ecosystem Create, Update, and get information about accounts and users in Salesforce Salesforce is a Premium Integration

Related Articles Hornbill iBridge Premium Integrations KeySafe Integration Call Business Process Designer

KeySafe Configuration

In order to integrate with Saleforce, you will first need to configure, and securely store the authentication credentials for the Salesforce instance and Accounts you want to use with the Hornbill App.

Configure your Salesforce account authentication in KeySafe in order to use the Salesforce options.

In the admin console > System > Security > KeySafe

• Select on + and select oAuth 2.0 option
• Give the Salesforce KeySafe a Title (this is the name / identifier for the Salesforce account as you will see it when using the Integration Call node in your business process)
• Optionally add a description

• Client id - The Consumer Key from the connected app definition
• Client Secret - The Consumer Secret from the connected app definition. Required unless the Require Secret for Web Server Flow setting is not enabled in the connected app definition.
• oAuth Scope - Leave Blank
• Authorise URL - The Application Authorize URL eg: https://login.salesforce.com/services/oauth2/authorize
• Access URL - The Application Access URL eg: https://login.salesforce.com/services/oauth2/token
• Response Type - Set this to code
• Additional Params - Leave Blank
• Grant Access - Set this to authorization_code
• Refresh URL - The Application refresh URL eg: https://login.salesforce.com/services/oauth2/token
• Refresh Grant Type - Set this to refresh_token
• Token - Leave Blank at this stage, it will be auto-populated later

• Select Create Key to save
• Select Connect

• Login with your username and password and authorise the Hornbill App to use the Salesforce account (ensure the user account has the appropriate rights to perform the Salesforce actions).
• When successful, this will auto-populate a valid oauth_token into the Token field

Right your all set........

Managing Salesforce Configurations

• Use KeySafe to create, store and enable integrations with multiple Salesforce accounts for use in your business processes
• From the Keysafe List, select a Salesforce account, and use the Trash Can to delete it, or the Revoke Access option

• Note, this will remove the rights of any existing Salesforce Integration Calls in your business processes, which are using the now deleted Salesfroce Account, so you will need to edit your business processes accordingly.

Business Process

Options (Methods)

Once you have your Salesforce Account Authorised, your all set to use it with the Integration Call in your business processes. The following options are now available for you to use with Salesforce:

Read more about using the Integration Call from the Related Articles section, and learn how to work with input and output parameters for each of the Salesforce options.