Salesforce.com endpoints provide information that Studio
and the Integration Appliance use to connect to a Salesforce.com instance.
Any changes you make to the endpoint, including configuration
properties, affects all orchestrations that use that endpoint as the
edits are global, not local.
Procedure
- Drag an activity from the Salesforce.com folder
of the Activities tab onto the orchestration.
The Summary panel is displayed along
with a Checklist which lists the tasks that
you must perform to configure the activity.
- Click Pick Endpoint task from the Checklist.
The Pick Endpoint panel opens.
- Click one of the following options:
- Browse...: To select an existing endpoint
from the Project Explorer. The Project
Explorer shows all the endpoints in the project available
for the activity. When you select an endpoint, the endpoint properties
are displayed in the Pick Endpoint panel. To
edit the endpoint properties, click Edit. Go
to step 5.
- New: To create a new endpoint. The Create
Endpoint window opens. Go to step 5.
- Edit: To edit an existing endpoint. The Edit
Endpoint window opens. Go to step 5.
Note: Editing an endpoint affects all orchestrations that use
that endpoint in the project as the edits are global, not local.
- In the endpoint window, specify a user name and a password
to access a Salesforce.com instance.
- Type a user name or click the icon to the right of the User
Name field to select the sfdc_login configuration
property.
- Type a password or click the icon to the right of the Password field
to select the sfdc_password configuration property.
- Choose a login option:
Login Options |
Description |
Login normally |
By default, Login is selected. At run time, the Integration
Appliance accesses a production instance of Salesforce.com. |
Login to Salesforce.com Sandbox |
At run time, the Integration Appliance accesses a copy of
the production system. You can run tests in the Sandbox without affecting
production data. |
Login to specified Partner WSDL Login URL |
At run time, the Integration Appliance accesses the URL you
specify in the Login URL field. |
Login URL |
Only required when you choose the Login to specified Partner
WSDL Login URL option. |
- Specify the Connection Timeout parameter.
By default, the Integration Appliance times out if it is unable to
connect to the Salesforce.com endpoint after 300 seconds.
- Click Test Connection to confirm
that the parameters you specified allow the project to access a Salesforce.com
instance.
Note: When you configure a Salesforce.com endpoint
to use configuration properties, verify that the configuration properties
have valid values. If the configuration property value is invalid
or does not exist, the connection test fails.