Using Salesforce with IBM App Connect Enterprise
Salesforce is a work management and project tracking application that provides projects, tasks, conversations, and dashboards that enable teams to collaborate and track progress online. IBM® App Connect Enterprise provides Salesforce Input and Salesforce Request nodes, which you can use to interact with Salesforce applications.
Before you begin
You must install IBM App Connect Enterprise 12.0.6.0 or later to use this feature.
Watch the following video that demonstrates how to use the Salesforce Input node in IBM App Connect Enterprise.
Video: Using the new Salesforce Input node in IBM App Connect Enterprise 12.0.6.
About this task
IBM App Connect Enterprise communicates synchronously with Salesforce through the Salesforce Input and Salesforce Request nodes, which are available on Windows, AIX, and Linux® systems.
Use the Salesforce Input node to monitor Salesforce for new objects, such as new accounts, campaigns, contacts, leads, opportunities, and orders. For more information about using a Salesforce Input node to interact with Salesforce resources, see Salesforce Input node.
Use the Salesforce Request node to connect to Salesforce and perform actions such as creating, retrieving, updating, and deleting Salesforce objects such as accounts, attachments, campaigns, cases, contacts, events, leads, opportunities, and orders. For more information, see Salesforce Request node.
In order to work with App Connect Enterprise, your edition of Salesforce must be enabled for API access. If you want to create a free Salesforce account to test with App Connect Enterprise, you can create and use a Developer account, which is enabled for API access. Salesforce Trial accounts are not API enabled and do not work with App Connect Enterprise.
There is a limit to the number of Salesforce requests that can be in progress concurrently using the same Salesforce account. If the limit is reached, any more requests using the same Salesforce account are rejected by Salesforce, with an error telling you that you have exceeded your organization's concurrent user limit for your Salesforce account.
Salesforce has a limit of five connected apps per user for your organization. After a fifth approval is made for a connected app, the oldest approval is revoked. In instances of an App Connect service, avoid creating more than five accounts across all Salesforce applications in the App Connect catalog. The maximum five accounts might also be reduced by other Salesforce connected apps, such as user-agent flows. For more information, see Manage OAuth-Enabled Connected Apps Access to Your Data in the Salesforce documentation.
The following steps show you how to connect to a Salesforce account and configure a Salesforce Request node by using connector discovery. You can follow the same procedure to configure a Salesforce Input node to monitor Salesforce for new objects, by creating a flow containing a Salesforce Input node and configuring it through connector discovery.