Salesforce Integration

Owned by Dan Franko (Unlicensed)
Last updated: Mar 28, 2022 by Glenn Hasiotis
1 min read

Authentication Setup

  1. Go to the Application Registry

  2. Open the appropriate Salesforce record, for example Salesforce Test

  3. You’ll need to get a Client ID and Client Secret from the Salesforce administrator

  4. Enter those values in the appropriate Salesforce record in Client ID and Client Secret

  5. Navigate to sys_auth_profile_basic_list.do

  6. Find the entry for Salesforce ADM and update the password to match what the Salesforce administrator has set or you have changed it to for the

    sn.integrationuser@yale.edu.adm account.
    The entry’s sys_id should match the value in the yale.salesforce.oauth.auth.profile property.

  7. Must append(to the end) the security token to the password.

  8. yale.salesforce.auth.endpoint will be different based on the environment

  9. yale.salesforce.oauth.credential oauth_credential - not needed

  10. yale.salesforce.oauth.provider.id oauth_entity sys_id

  11. yale.salesforce.oauth.provider.profile oauth_entity_profile

  12. x_yau_sf_integrate.attachment.endpoint system property needs to be updated for test environment

  13. yale.salesforce.poorvu.endpoint needs to be updated for test environment