General
Supported version
The connector is developed using the SOAP API version 32.0 (Winter '15) and tested with Salesforce Enterprise Edition ('16).
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Button name | Function | Application | Log in required |
Open | Opens a Salesforce URL to the item | in Salesforce (web browser) | Yes |
Open Owner | Opens a Salesforce URL to the Owner (User) of the item | In Salesforce (web browser) | Yes |
Open Parent | Opens a Salesforce URL to Parent of the item | In Salesforce (web browser) | Yes |
Converted Account | Only for leads. Opens a Salesforce URL to the converted account | in Salesforce (web browser) | Yes |
| Converted Contact | Only for leads. Opens a Salesforce URL to the converted contact | in Salesforce (web browser) | Yes |
| Converted Opportunity | Only for leads. Opens a Salesforce URL to the converted opportunity | in Salesforce (web browser) | Yes |
| Manager | Currently only for users. Opens a Salesforce URL to the manager | in Salesforce (web browser) | Yes |
Download | Only for attachments. Downloads file | in web browser | Yes |
Authentication
At search time users needs to log into their Salesforce accounts in ViaWorks. This authentication is done under Account & Settings and Source Credentials.
The salesforce security token is given for each user and can be reset and sent by email from Salesforce. This user token is needed together with the username and password to get access to the API and use the connector. It is possible to omit the token and only use the username and password to login. This is done by adding the IP in use under IP Login IP Ranges in Salesforce. The ranges are given for each profile group (for example System Administrator etc). Each user having the current profile can then login without the security token. Still a random text string must be filled in the field salesforcetoken in the window, to be able to authenticate the user, but this text is ignored.
Authorization
Items are marked with a list of Salesforce groups and user SIDs at fetching time. At search time, users are given SIDs based on the Salesforce account associated with the ViaWorks login.
Example:
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Installation
After installing the connector using the MSI package the Salesforce Fetch Service can be started. When the fetch service is running please open the ViaWorks Management Console to set up an connection.
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