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
andpassword
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
andConsumer Secret
and paste toclient_id
andclient_secret
vault variables, respectively.
Knowledge site base URL
- Get the site base URL at Classic > Setup > Build > Develop > Sites
Element details
type: meya.salesforce.knowledge.integration
class: SalesforceKnowledgeIntegration
path: /meya/salesforce/knowledge/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_pub entries. 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 |
knowledge_base_url | The Salesforce Knowledge site base URL. You can get the site URL at Classic > Setup > Build > Develop > Sites. This is used for building the article URL in the meya.salesforce.knowledge.component.display component. | ○ | ○ | null | str |
Usage reference
Basic
type: meya.salesforce.knowledge.integration
instance_base_url: STRING
client_id: STRING
client_secret: STRING
username: STRING
password: STRING
Full
type: meya.salesforce.knowledge.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
knowledge_base_url: STRING