Salesforce policy
A Salesforce policy contains the connection details that are used by a Salesforce Input or Salesforce Request node when connecting to a Salesforce application.
You can use a Salesforce Request node in a message flow to connect IBM® App Connect Enterprise to Salesforce applications and issue requests to create, retrieve, update, and delete objects. You can use a Salesforce Input node to monitor Salesforce for new objects, such as new accounts, campaigns, contacts, leads, opportunities, and orders. The Salesforce policy controls, at run time, access to the Salesforce application.
The Salesforce policy is created when you configure a connection between a Salesforce Input or Salesforce Request node and Salesforce by using the Connector Discovery wizard. During
the process of discovery, account credentials are stored in the vault and connection details are
stored in a Salesforce policy. The policy is created with a type of Salesforce, and
the name of the policy is returned to the node and specified in the Connection tab, in the format
{policyProjectName}:policyName.
You can also create, update, or delete a Salesforce policy by using the Manage Discovery Connector Policies and Credentials wizard, which you can access by right-clicking the policy project in the IBM App Connect Enterprise Toolkit and then clicking .
You must deploy this policy before message flows that use the policy are started. If you redeploy a Salesforce policy, all message flows that are using the policy will be stopped and restarted.
For more information about using Salesforce policies, see Using Salesforce with IBM App Connect Enterprise.
| Property | Property name in .policyxml file | Description of properties |
|---|---|---|
| Credential Name | credentialName | This property specifies the name of the credential that will be used for the
connection to Salesforce. The specified credential can be defined during connector discovery and stored in the vault. Alternatively, you can specify an existing credential that was configured by using the mqsicredentials command or the server.conf.yaml file, or loaded through an external credential provider. |
| Login URL or Custom URL | endpointUrl | This property specifies the Salesforce account name. |
| Salesforce Authentication method | authenticationMethod | This property specifies the method of authentication that is used for the
connection between IBM App Connect Enterprise and Salesforce. Valid values are
OAUTH2_PASSWORD and BASIC_OAUTH, and must match the set of
properties configured on the referenced credential. |
| Salesforce Application Type | applicationType | This property is reserved for future use and must be set to the value
online. |
| Salesforce Application Version | applicationVersion | This property is reserved for future use and must be set to the value
v1. |