Creating or editing a Salesforce.com endpoint

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

  1. 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.

  2. Click Pick Endpoint task from the Checklist. The Pick Endpoint panel opens.
  3. 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.
  4. In the endpoint window, specify a user name and a password to access a Salesforce.com instance.
    1. Type a user name or click the icon to the right of the User Name field to select the sfdc_login configuration property.
    2. Type a password or click the icon to the right of the Password field to select the sfdc_password configuration property.
  5. 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.
  6. 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.
  7. 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.