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 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
• Data Widgets module
• Mendix Studio Pro 9.24.14 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