salesforce

Install instructions

Salesforce Access Token documentation:

  • https://developer.salesforce.com/docs/atlas.en-us.api_iot.meta/api_iot/qs_auth_access_token.htm

Salesforce user

  • Create or select a Salesforce user to be used as the integration user.
  • Get the user's username used to login to Salesforce (e.g. [email protected]).
  • Get the user's password used to login on Salesforce.
  • Past the username and password into the vault variables.

Create app

  • From Salesforce classic, go to Setup > Build > Create > Apps > Connected App (section) > New.
  • Grant the necessary permissions.

Get Api credentials

  • On the recently created app go to API (Enable OAuth Settings) section.
  • Copy the Consumer Key and Consumer Secret and paste to client_id and client_secret vault variables, respectively.

Element details

type: meya.salesforce.integration
class: SalesforceIntegration
path: /meya/salesforce/integration/integration.py
signature: -

Fields

field

description

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

required

signature

default

type

instance_base_url

Your Salesforce instance's base URL with no trailing /, e.g. https://your-instance.salesforce.com

str

client_id

This field is called Consumer Key in the Salesforce Admin console and client_id in the Auth Api request.The Consumer Key can be found at Salesforce > Build > Create > Apps > Your app.

str

client_secret

This field is called Consumer Secret in the Salesforce Admin console and client_secret in the Auth Api request.The Consumer Secret can be found at Salesforce > Build > Create > Apps > Your app.

str

username

The email of a valid user in your Salesforce instance. Usually you would create a dedicated user for app integrations.

str

password

The password of the user you use to login to your Salesforce instance.

str

spec

Override the original spec for this element.

null

Spec

enabled

Enables the integration, allowing it to process events and HTTP/WS entries.

true

bool

filter

Specifies the GridQL to filter rx_sub, rx, tx, tx_pubentries. Check the integration filtering guidefor more info.

rx_sub: true
rx: true
tx: true
tx_pub: true

IntegrationFilter

verify_token

The token to be verified for each incoming request. You need to add the verify_token=YOUR_TOKEN query parameter to integration's webhook URL.

null

str

max_attachment_size

Controls maximum attachment size supported by the integration in bytes.

null

int

Usage reference

Basic

type: meya.salesforce.integration
instance_base_url: STRING
client_id: STRING
client_secret: STRING
username: STRING
password: STRING

Full

type: meya.salesforce.integration
instance_base_url: STRING
client_id: STRING
client_secret: STRING
username: STRING
password: STRING
spec:
  type: STRING
  data:
    STRING: ANY
  timeout: 123
  trigger_when: ANY
enabled: false
filter:
  rx_sub: STRING
  rx: STRING
  tx: STRING
  tx_pub: STRING
verify_token: STRING
max_attachment_size: 123