Before creating and using a Connector, please review the following requirements and prerequisites.
Creating and defining a connected applicationIn order to use Open Authorization (OAuth) for your Salesforce integration, the following applies:
- To authenticate using OAuth, you must create a connected application to define your application’s OAuth settings for the Salesforce organization.
- Once you have created a connected app (in this case, CIC), it then requires authentication with Salesforce, by defining it as a new connected application within the Salesforce organization; this informs Salesforce of a new authentication entry point.
- Consumer Key
- Consumer Secret
- Callback URL
To create a Connector, you must first store the authorization information in an Authorization Vault, which provides a secure storage location for API keys, tokens, username and passwords, headers, and other info used to authorize calls to external Web Services. In order for a Cloud Connector to work, this vault entry must exist and be configured for the external application you wish to communicate with.
Follow the below steps to create a new Vault entry.
- From the Studio, go to File -> New -> Cloud Connector. This opens the Select Vault Entry screen.
Note: The vault entry can be created from both the Admin Console’s Settings | Auth Vault view, or directly from the Cloud Connector wizard (shown below). - Click on the + button to create a new vault entry. Alternatively, you can select an existing vault alias from the list.
- Provide the vault entry alias name and select the environment and hit Next.
- Select Salesforce from the list of Connectors and hit Next.
- Enter the authentication details and hit Next. The authentication details were provided when you created and defined a connected application - see the above steps.
- Consumer Key
- Consumer Secret
- Callback URL
For more information, always refer to the Salesforce developer documentation.
Specialized Licensing RequiredThe Application Connector requires a specialized server license. See your Customer Account Manager.
Technical AssumptionEffective use of a Connector assumes the following:
- You are familiar with the development and organization of your external application account.
- You know the particulars of your data and the external processes to manage it.
- You have a general understanding of how to create and share resources, and publish (deploy) Projects in CIC Studio.
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