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.

About this task

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. To connect through a proxy server, complete the fields described in the following table:
    Option Description
    Field name Description
    Connect via a Proxy Server Select this check box to enable the fields to connect through a proxy server.
    Authentication Allows you to select the type of authentication that the Integration Appliance uses when connecting to a proxy server. From the list, select one of the following authentication options:
    • Basic - Sends the user name and password you specify unencrypted to the server. This authentication schema is the least secure.
    • NTLM - Requires an instance of NTCredentials to be available for the domain name of the server. This authentication is the most secure authentication option. When you choose the NTLM authentication option, the Integration Appliance authenticates a connection and not a request; therefore, the Integration Appliance authenticates every time a new connection is made. The connection must remain open during the authentication process. You cannot use NTLM to authenticate with both a proxy and server.
    Realm/Domain If you select the Basic authentication option, specify a realm. If you select the NTLM authentication option, specify a domain.
    Host Name Specify the host name of the proxy server.
    Port Specify the port number needed to connect to the proxy server.
    User Name Specify the user name needed to connect to the proxy server.
    Password Specify the password needed to connect to the proxy server.
  8. 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.



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Timestamp icon Last updated: Tuesday, 27 September 2016


http://pic.dhe.ibm.com/infocenter/wci/v7r0m0/topic/com.ibm.wci.doc/Creating_or_Editing_a_Salesforce.html