Creating a Salesforce.com Connection

You must create a Salesforce.com connection before you can use TIBCO Flogo® Connector for Salesforce.com. The Salesforce.com connection contains all the parameters required to connect to the Salesforce.com REST API. The Salesforce.com connection is used by all the activities in the Salesforce.com category. Before you create a Salesforce.com connection, be sure that you have an active Salesforce.com account.

Important: Make sure that you have set up the OAuth Permissions in Salesforce.com before installing the connector. For details, see Configuring the OAuth Permissions in Salesforce.com.
Note: Before you create a Salesforce.com connection, familiarize yourself with Salesforce.com. For details on how to use the Salesforce.com product, see the Salesforce.com product documentation.
Note: You can have a maximum of four active Salesforce.com connections for one user at any time. If you create more than four connections for the same user, the first connection that you created gets deactivated. This limit is enforced by Salesforce.com.
Note: You now have the option to create a Salesforce.com connection to a Sandbox environment when creating new connections. All your existing Salesforce.com connections default to the Production environment. You can switch environments for existing connections using Edit connection.
Important: Make sure that the pop-up blocker in your browser is configured to always allow pop-ups from for the Salesforce.com site. On Macintosh, clicking the link to the site results in the connection details page hanging, so make sure to select the radio button for "Always allow pop-ups from <site>."

To create a flow using the Salesforce.com trigger see the "Creating a Connection Flow" topic in the Flogo Enterprise User's Guide.

To create a Salesforce.com connection, click the Connections tab on the Flogo Enterprise page.

If this is the first connection you are adding, do the following:
  1. Click the Salesforce connector tile.
  2. Follow these steps:
    1. In the Salesforce Connector dialog, enter a name for the connector in the Name text box and optionally a description in the Description text box.
    2. Select the Environment you want to use from the drop down list.
    3. Enter the Client Id and Client Secret. The Consumer Key field in Salesforce.com corresponds to Client ID in Salesforce.com Connection dialog, and the Consumer Secret in Salesforce.com corresponds to Client Secret in Salesforce.com Connection dialog.
    4. Enter your username and password for Salesforce.com and click Log In. If your Salesforce account(s) credentials are saved, the username(s) are listed and you can click on the username for the account you want to use to create this connection.
    5. You might be asked to verify your identity. Enter the code you received in the Verification Code text box and click Verify.
    6. In the Allow Access dialog, click Allow.

      The Connections page opens displaying the new connection you just created.

If you already have an existing connection for any connector in Flogo Enterprise, the connections are displayed on the Connections page.
  1. Click Add Connection.
  2. Click the Salesforce connector tile.
  3. Follow these steps:
    1. In the Salesforce Connector dialog, enter a name for the connector in the Name text box and optionally a description in the Description text box.
    2. Select the Environment you want to use from the drop down list.
    3. Enter the Client Id and Client Secret. The Consumer Key field in Salesforce.com corresponds to Client ID in Salesforce.com Connection dialog, and the Consumer Secret in Salesforce.com corresponds to Client Secret in Salesforce.com Connection dialog.
    4. Enter your username and password for Salesforce.com in the Username and Password text boxes respectively, and click Log In. If your Salesforce account(s) credentials are saved, the username(s) are listed and you can click on the username for the account you want to use to create this connection.
    5. You might be asked to verify your identity. Enter the code you received in the Verification Code text box and click Verify.
    6. In the Allow Access dialog, click Allow.

      The Connections page opens displaying the new connection you just created.

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