Creating a Salesforce.com Connection

You must create a Salesforce.com connection before you can use 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, ensure that you have an active Salesforce.com account.

Prerequisites

• Before you create a Salesforce.com connection, familiarize yourself with Salesforce.com. For more information about how to use the Salesforce.com product, see the Salesforce.com product documentation.
• Ensure that you have set up the OAuth permissions in Salesforce.com before installing the connector. To set up OAuth permissions, follow these steps:
  1. Log in to your Salesforce.com account.
  2. From the Setup tab, type "apps" in the search box and then on the Create tab click Apps.
  3. To start defining the permissions, scroll down and click New in the ConnectedApps section.
  4. When creating the new connected app, ensure to do the following:
     1. Select the Enable OAuth Settings check box.
     2. Set the Callback URL which should be <your TCI env link where Salesforce connector is added>/wistudio/connectiondetails.Set the Callback URL to http://localhost:<port>/wistudio/connectiondetails where port is 8090 by default, but if you have configured a different port on which to run TIBCO Flogo, use that port instead of the default port.
     3. Ensure you have selected the following OAuth permissions by moving them from Available OAuth Scopes to the Selected OAuth Scopes pane:
        • Access and manage your data (api)
        • Full access (full)
        • Perform requests on your behalf at any time (refresh_token, offline_access)
     4. After the new app is activated (it takes a few minutes for the app to activate), the Consumer Key is created and displayed. To see the Consumer Secret, click the link to reveal it. Copy the Consumer Key and the Consumer Secret and keep it handy. You need to enter this information when creating a Salesforce.com Connection in TIBCO Flogo.

Procedure

1. To create a Salesforce.com connection, click the Connections tab on the Flogo page and perform one of the following actions:
   • If this is the first connection you are adding, click the Salesforce connector tile.
   • If you already have an existing connection for any connector in Flogo, the connections are displayed on the Connections page.
     • Click the Create button and then click the Salesforce connector tile.
2. 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.
3. Select the Environment you want to use from the drop down list.
4. 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.
5. Enter your user name and password for Salesforce.com and click Log In. If your Salesforce account(s) credentials are saved, the user name(s) are listed and you can click the user name for the account you want to use to create this connection.
6. You might be asked to verify your identity. Enter the code you received in the Verification Code text box and click Verify.
7. In the Allow Access dialog, click Allow.

The Connections page opens and displays the new connection you just created and the autogenerated OAuth Token.

Important Points

• 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.
• You can 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.
• Ensure 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 ensure to select the radio button for "Always allow pop-ups from <site>."