Salesforce Connector
Content Type: Module
Categories: 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
- Data Widgets module
- Combo Box
- Tool Tip
- Mendix Studio Pro 9.24.30 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: 7.1.2
Framework Version: 9.24.30
Release Notes: - added Product2 entity and query
- upgraded to 9.24.30
Version: 7.1.1
Framework Version: 9.24.25
Release Notes: Changes
- fixes issue from previous release with pages that shouldn't have had urls
- fixes missing dependencies
Version: 7.1.0
Framework Version: 9.24.24
Release Notes: Changes
- Upgraded project to Java 21 and Gradle 8.5
- Minor improvement to Authentication flow and authentication
- now supports having multiple active Authentication, with a single default authentication
- added actions for retrieving approval processes and submitting objects for approval
- added action to retrieve recent list views
- upgraded widgets to react widgets for future compatibility
Version: 7.0.0
Framework Version: 9.24.14
Release Notes: Changes
- added more standard fields for the standard Salesforce Objects to the domain model
- added Message_Session association to Session entity to show error messages to users
- added data widgets dependency - added snippets with query and create examples
- upgraded to 9.24.14
- Refactored Describe organization action to not reuse SObject entity. instead it has its own ObjectDescribe entity
- added additional examples of
- removed dependency of json lib, can be removed from userlib folder
Version: 6.2.3
Framework Version: 9.18.7
Release Notes: Changes
Query entity has been renamed to Request
Added improvements in response handling for record creation, updates and deletion microflows
upgraded jar file dependencies: gson-2.10.1, json-2021json-20231013, previous versions should be deleted from userlib manually
Version: 6.2.2
Framework Version: 9.18.7
Release Notes: - added more example entities and actions
- minor bug fixes in authorization flow.
- added support for providing your own custom wellknown configuration endpoint in authentication
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