Salesforce

Manage your customer information and interactions. Find, update, create, or delete records within your Salesforce instance.

Two forms of authentication are available for Salesforce: Web Server OAuth (per user) and Username-Password OAuth (single system login).

Web Server OAuth Authentication

Each Appian user will be required to log in to their Salesforce account to authenticate. You must provide users a way to authenticate using OAuth 2.0. Please see Salesforce Web Server OAuth documentation for more details.

Properties

In addition to the common properties, the Salesforce Web Server OAuth authentication has the following properties:

Field Description
Redirect URL Each connected system provides a callback URL that must be added to your Salesforce environment. In the Salesforce Setup portal, navigate to App Manager, and then find your App and select Edit. Add the callback URL in the field Callback URL. See Salesforce set up documentation for more details.
Instance URL Instance URL will be used for authorization. This URL is used to configure your integration object and when executing your operations. e.g. https://na59.salesforce.com
Client Id In the Salesforce Setup portal, navigate to App Manager, and then find your App and select View. The Client Id will be listed on this page as "Consumer Key". See Salesforce set up documentation for more details.
Client Secret In the Salesforce Setup portal, navigate to App Manager, and then find your App and select View. The Client Secret will be listed on this page as "Consumer Secret". See Salesforce set up documentation for more details.
Scopes In the Salesforce Setup portal, navigate to App Manager, and then find your App and select View. The scopes will be listed on this page as "Selected OAuth Scopes". This connected system requires API and refresh token access. You must provide API access using either the api or full scope. Please see Salesforce scope documentation for more details.

Click AUTHORIZE to use the provided configuration information to authorize the designer in a new window. See OAuth 2.0: Authorization Code Grant for more details.

sf_web_server_connected_system.png

Username-Password OAuth Authentication

Provide a single Salesforce user's credentials to authenticate. All integrations will use a shared Salesforce username and password. Individual Appian users do not need their own Salesforce accounts. Please see Salesforce Username-Password OAuth documentation for more details.

If you are using a record type to sync your Salesforce data in Appian, you should use the Username-Password OAuth Authentication in the Salesforce Connected System. Test your connection before syncing your data to identify and resolve any authentication issues beforehand.

In addition to the common properties, the Salesforce Username-Password OAuth authentication has the following properties:

Field Description
Instance URL Instance URL will be used for authorization. This URL is used to configure your integration object and when executing your operations. e.g. https://na59.salesforce.com
Client Id In the Salesforce Setup portal, navigate to App Manager, and then find your App and select View. The Client Id will be listed on this page as "Consumer Key". See Salesforce set up documentation for more details.
Client Secret In the Salesforce Setup portal, navigate to App Manager, and then find your App and select View. The Client Secret will be listed on this page as "Consumer Secret". See Salesforce set up documentation for more details.
Username The username used to sign into the provided Salesforce instance
Password The password used to sign into the provided Salesforce instance
Security Token This is an automatically-generated user security token from Salesforce. In the Salesforce personal settings for the user, select Reset My Security Token to generate a new security token. When authorizing, this security token will be appended to the password. Please see Salesforce security token documentation for more details.

sf_username_password_connected_system.png

Operations

Name Description Type
Create SObject Adds a new business object to Salesforce WRITE
Update SObject Updates data for an existing business object in Salesforce WRITE
Delete SObject Removes a business object from Salesforce WRITE
SOQL Query Allows querying a Salesforce instance using the Salesforce Object Query Language (SOQL) READ
SOSL Search Allows searching a Salesforce instance using the Salesforce Object Search Language (SOSL) READ
Describe SObject Provides introspection into the metadata of the given Salesforce objects READ
Describe All SObjects Provides introspection into the objects available in the target Salesforce instance READ

Create SObject

Adds a new business object to Salesforce

Note: Create SObject is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

sf_integration_create_sobject.png

Update SObject

Updates data for an existing business object in Salesforce

Note: Update SObject is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

sf_integration_update_sobject.png

Delete SObject

Removes a business object from Salesforce

Note: Delete SObject is a WRITE type Integration. To prevent the integration from making the same update twice, it can only be used in the saveInto parameter of an interface component or in a Web API. See Call an Integration for more information.

sf_integration_delete_sobject.png

SOQL Query

Allows querying a Salesforce instance using the Salesforce Object Query Language (SOQL)

sf_integration_soql_query.png

Allows searching a Salesforce instance using the Salesforce Object Search Language (SOSL)

sf_integration_sosl_search.png

Describe SObject

Provides introspection into the metadata of the given Salesforce objects

sf_integration_describe_sobject.png

Describe All SObjects

Provides introspection into the objects available in the target Salesforce instance

sf_integration_describe_all_objects.png

Open in Github Built: Mon, Oct 18, 2021 (02:59:29 PM)

On This Page

FEEDBACK