Salesforce Connector

Category: Connectors
Subcategory: Connectors

Overview

Leverage the Salesforce REST API with the Salesforce Connector module to integrate and manage Salesforce data in your app, including information about your Salesforce organization and its resources.

Documentation

Demo urlhttps://salesforceconnecto104-sandbox.mxapps.io

Demo login credentials

username: demo_administrator

password: a5k,)Uo6`.

Description

Use the Salesforce REST Connector to authenticate your app with your Salesforce Instance(s). Get information about your Salesforce organization, its resources and manage your data. For more information on how to use the Salesforce REST API see Introducing Lightning Platform REST API.

Typical usage scenario

  • Retrieve Salesforce data for your app
  • Update your Salesforce records with your Mendix Data
  • Insert new records into Salesforce from your Mendix App
  • Manage your Salesforce Instance through the Salesforce REST API
  • Let users authenticate with Salesforce in your Mendix App
  • Receive Platform Events from your Salesforce instance in your Mendix app and trigger business logic.

Features and limitations

  • Feature: Authenticate with Salesforce through Web Server flow or Username Password flow
  • Feature: Retrieve all available resources from your organization
  • Feature: Get Metadata information about your SObjects
  • Feature: Execute SOQL queries to retrieve Salesforce data
  • Limitation: User-Agent Authentication is not supported because fragment response parameters cannot be processed in Mendix
  • Limitation: Platform Event Channel subscriptions cannot be canceled yet

Dependencies

  • Encryption module
  • Nanonflow Commons module
  • CommunityCommons module
  • Mendix Studio Pro 9.18.7 or higher
  • Access to a Salesforce instance
    • A Connected App
    • the Consumer Key and/or Consumer Secret of the Connected App

Installation

  • Import the module into your project
  • Import the modules that are dependencies to this module into the project.
  • Add the Snip_Authentication_Overview or Snip_Administration Snippet to a page that is accessible to the administrator.
  • Choose one of the Authentication flows and follow the instructions.

Configuration

  • Create your Connected App in Salesforce and configure it for your preferences.
  • If you want to use the Web Server flow, make sure to add the Callback URL (“[yourURL]/oauth/v2/callback_salesforce”) to the Connected App
  • When changing environments, make sure to update the Callback URL(s) in your Connected App

Releases

Version: 6.2.1
Framework Version: 9.18.7
Release Notes: Changes - further decreases use of Query entity. in example query microflows, this entity is no longer used/needed
Version: 6.2.0
Framework Version: 9.18.7
Release Notes: Breaking Change - simplified importing mapping of queries. when updating, existing import mappings might have to be updated. instead of using Query object, a new Response entity is used. This simplifies customisation of the example import mappings and microflows Change - added icons and images to exposed microflows
Version: 6.1.2
Framework Version: 9.18.7
Release Notes: - Changed callback url from [URL]/oauth/v2/callback_salesforce to [URL]/salesforce/oauth/v2/callback_salesforce. This was done to avoid conflicts with OIDC module, which uses the same location. Existing Connected apps need to be updated to reflect the new callback URL. If there are any errors, delete existing authentication and create again. - upgraded to Studio Pro 9.18.7
Version: 6.1.1
Framework Version: 9.6.15
Release Notes: minor improvements in authorization flows to support custom endpoints needed for Client Credentials flow. The default endpoints retrieved from the well-known configuration can now be edited in the Authentication setup and will be saved for future use
Version: 6.1.0
Framework Version: 9.6.14
Release Notes: - added option for Client Credentials authorization flow - minor improvements upgrade to 9.6.15