Salesforce Provisioning Plugin

The Salesforce Provisioning Plugin provisions Contacts to Salesforce via the Force.com REST API.

Operations

Configuration

1. This is a non-core plugin, see Installing and Enabling Registry Plugins for more information.
2.  If you already have a Salesforce Server defined with the appropriate configuration (perhaps for use with the Salesforce Source) you can reuse it instead of defining a new one. You only need to complete step 6.
3. Add a new Server, via Servers > Add a New Server
   
   1. Set the server type to OAuth2.
   2. After the configuration has been saved, a Redirect URI will be available via the server configuration page. Keep this handy for the next step.
4. In another browser tab or window, login to Salesforce. Add a new Connected App via Setup > Quick Links > Manage Apps. Click the New button in the Connected Apps section.
   1. Set the Connected App Name and Contact Email.
   2. Under API, tick Enable OAuth Settings.
   3. Set the Callback URL to the URI provided in step 1, above.
   4. Added at least these two OAuth Scopes:
      1. Access and manage your data (api)
      2. Perform requests on your behalf at anytime (refresh_token, offline_access)
   5. Click Save. (You may need to scroll up to see the confirmation message.)
   6. On the next page, a Consumer Key and Consumer Secret will be made available. Keep these handy for the next step.
5. Return to the OAuth2 Server configuration and complete the configuration.
   1. Server URL: The base URL of your Salesforce instance with /services/oauth2 appended, eg https://test.salesforce.com/services/oauth2
      1.  The plugin will work with either the generic service name (test.salesforce.com) or a specific instance (cs123.salesforce.com), but note that Salesforce periodically migrates customers to new instances (in Salesforce terms, an instance refresh). In such an event, when configured with the generic service name the plugin should detect the new instance automatically, though it may be necessary to obtain a new token (described below).
   2. Client ID: The Consumer Key obtained in step 2.
   3. Client Secret: The Consumer Secret obtained in step 2.
   4. Access Token Grant Type: Authorization Code
   5. Scope: (Leave blank)
   6. Click Save.
6. Define a new CO Provisioning Target using the SalesforceProvisioner plugin. On the configuration page, select the Server set up above and click Save.
7. Finally, return to the OAuth2 Server configuration to obtain an OAuth token.
   1. The configuration should indicate that the Access Token is "Not Set", and there should now be a button "Obtain New Token".
   2. Upon clicking that button, you will be taken to the Salesforce login page. Log in as a sufficiently authorized user.
   3. After successful login, you should be returned to the OAuth2 Server configuration page, and the Access Token should now be "Set".
   4.  Should it ever be necessary to obtain a new token (eg: if the administrator who performed the initial setup no longer has a valid Salesforce account), simply return to the configuration page and click the "Obtain New Token" button again.

See Also

• XXX cm_co_mailman_provisioner_targets