This page describes how to connect to your Salesforce instance and how to get data from the Salesforce instance to Pricefx and vice versa.

Authentication type	OAuth2
PlatformManager compatible connections	REST OAuth2
API dev guide	https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest_resources.htm

Connection

You can instantiate the connection in two ways – in PlatformManager or in camel-context.xml (programmatic approach).

1 Connection Setup in Salesforce
2 Connection Setup in PlatformManager
3 Connection Setup in Platform Manager – Programmatic Approach

Connection Setup in Salesforce

For the Salesforce – PlatformManager connection, a “Connected App” needs to be created in Salesforce.

Go to Settings, search for App, select App Manager > New Connected App.
Fill in the following fields and click Save.
Copy Consumer Key and Consumer Secret.
Create a Service User.

Connection Setup in PlatformManager

Fill in the connection fields as shown below. The following parameters need your custom values:
- Name – Name your connection
- Client ID – Consumer Key from Salesforce
- URL – https://<<yourbox>>.salesforce.com
- Auth URL – https://<<yourbox>>.salesforce.com/services/oauth2/token
- Client secret – Consumer Secret from Salesforce
If needed, add the following user information:
- Username
- Password
Once done, deploy the connection.

For details on connections see the PlatformManager documentation.

Connection Setup in Platform Manager – Programmatic Approach

The same connection can also be created programmatically:

<?xml version="1.0" encoding="UTF-8"?>

<beans xmlns="http://www.springframework.org/schema/beans"
       xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
       xsi:schemaLocation="http://www.springframework.org/schema/beans http://www.springframework.org/schema/beans/spring-beans.xsd
       http://camel.apache.org/schema/spring http://camel.apache.org/schema/spring/camel-spring.xsd">

    <bean id="my-salesforce-connection" class="net.pricefx.integration.component.rest.domain.connection.OAuth2Connection">
        <property name="clientId" value="3MVG98_Psg5cppyZ2_RommSclCNGMExKPRJOYaUFW7s74rofoU1UM_23KhwmfoNMmSUy"/>
        <property name="clientSecret" value="mySecret"/>
        <property name="authUrl" value="https://login.salesforce.com/services/oauth2/token"/>
        <property name="url" value="https://pricefx-dev-ed.my.salesforce.com"/>
    </bean>

    <camelContext xmlns="http://camel.apache.org/schema/spring" useMDCLogging="true">
        <contextScan/>
    </camelContext>

</beans>

Using this way, the connection my-salesforce-connection will be available in connection pools in your IntegrationManager instance.

IntegrationManager Documentation

Salesforce Configurations

Analytics

Connection

Connection Setup in Salesforce

Connection Setup in PlatformManager

Connection Setup in Platform Manager – Programmatic Approach

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