Salesforce

Salesforce Resource (Magic xpi 4.5)

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Created ByKnowledge Migration User
Approval Process StatusPublished
Objective
Description

Salesforce Resource (Magic xpi 4.5)

Note:

To be able to use the Salesforce connector, you have to install the Magic xpi app that is available from the Salesforce AppExchange. For information about installing the app, click here. (Since version: V4.5a)

Salesforce resources contain the following parameters (parameters in bold are mandatory):

Parameter

Description

Endpoint URL

The Salesforce organization's login endpoint URL. The default value of this field is https://login.salesforce.com.

Enter the required endpoint URL or click to open the Environment Variables List. Here, you can select an environment variable to use as an endpoint URL.

Since version: V4.5

API Version

The API version used by the connector. This is a read-only field.

Since version: V4.5

OAuth Refresh Token Status

Indicates whether a refresh token was successfully obtained when you performed the Salesforce authorization process. The possible values are:

  • Missing (default)

  • Available

Since version: V4.5

Allow Field Truncation

In Salesforce (since API 15.0), if a field value is specified that is too large for the relevant field definition, the operation fails and the STRING_TOO_LONG fault code is returned. Salesforce's AllowFieldTruncationHeader property controls this behavior. The Allow Field Truncation field allows you to define the AllowFieldTruncationHeader property's behavior through Magic xpi.

Select one of the following from the drop-down list:

  • Yes (default): Truncates the field value if it is larger than the field definition, thereby avoiding a runtime error and subsequent operation failure. This also allows backward compatibility with projects developed prior to 3.2 SP1 (Salesforce API 12.0).

  • No: Does not truncate the field value. A runtime error is returned and the operation fails.

If you need to use both of these behaviors in the same project, you should define two identical resources where only the Allow Field Truncation property is different.

Salesforce resources also give you the following buttons:

Button

Description

Validate

Click this button to verify that the connection to the Salesforce server is valid. You will receive a message indicating that the connection is established, or an error message if the connection failed.

OAuth2

Click this button to open a browser window configured for the OAuth2 flow. In this browser, enter your Salesforce credentials to complete the Salesforce authorization process. Once you have done this successfully, the OAuth Refresh Token Status parameter (above) will be set to Available. You can then click the Validate button (above) to confirm that your connection to the Salesforce server is valid.

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