General

Supported version

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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.

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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.

Salesforce Connected Apps

As mentioned above a Connected App must be registered in the Salesforce application to generate a Consumer Key and a Consumer for connecting to the Salesforce API. A Connected App can be created under Setup → Create → Apps as shown below.

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Salesforce API

Salesforce objects and the API can be tested in the developer console in the application or in the workbench: https://workbench.developerforce.com/login.php
API Documentation: https://developer.salesforce.com/docs/atlas.en-us.192.0.api.meta/api/sforce_api_quickstart_intro.htm 

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