Salesforce Connection

The Salesforce Connection shared resource specifies the Salesforce connection information.

General

The following table lists the fields on the General tab of the Salesforce Connection shared resource:

Field Module Property? Description
Package No The name of the package that contains the Salesforce Connection shared resource.
Name No The name displayed as the label for the shared resource.
Description No Add a short description for the shared resource.

Connection Configuration

The following table lists the fields on the Connection Configuration tab of the Salesforce Connection shared resource:

Field Module Property? Description
Server URL Yes The URL you use when connecting to the Salesforce.com login server.

After selecting a WSDL for your project, the URL information is automatically filled in this field. If you reimport a different WSDL for your project, you must click Reload WSDL to refresh the WSDL URL for your project.

Note: You must maintain one Server URL when configuring the whole Salesforce project.

User Name Yes The username to access the Salesforce.com server.
Password Yes The password to access the Salesforce.com server.

Note: When you connect through the plug-in, append the security token to your password. A security token is an automatically-generated key from Salesforce.com. For example, if your password is mypassword, and your security token is XXXXXXXXXX, then you must enter mypasswordXXXXXXXXXX to log in.

For detailed information on when to use a security token and how to generate it, see salesforce.com Web Service API Developer's Guide.

OAuth JWT Configuration Yes Select JWT OAuth Configuration to configure another way to log in to Salesforce.com without using explicit user interaction. You can use JSON Web Token (JWT) to authorize servers to access data without interactively logging in each time the servers exchange information.
Client Id Yes The Client Id is the consumer key in Salesforce Connected App.
Audience Yes

Specify the Url to log in to the appropriate Salesforce org (for example, Dev org:

https://login.salesforce.com

Sandbox org:

https://test.salesforce.com)
Subject Yes The username to log in into the Salesforce.com server.
Keystore URL Yes Specify the file location where the keystore is stored.
Keystore Type No Specify the type of keystore.

Note: Currently, only JKS is supported.

Keystore Password Yes Specify the Keystore Password provided when creating the keystore
Key Alias Name Yes

Specify the Alias Name that points to a specific certificate. This name is provided when creating the keystore.

Key Alias Password Yes Specify the Key Alias Password that points to a specific certificate/Private key. The key alias password is an encrypted value.
JWT Expiry Yes

Specify the JWT Expiry time for which the JWT token is valid. After the JWT token expires, the application internally creates a new JWT token.

The default value is 3 minutes

Session Timeout(Min) Yes Specifies the duration for which the session is activated. The value set here must be less than or equal to the value set on the Salesforce.com website.

The default value is 120 minutes.

Test Connection No Click Test Connection to test whether the specified configuration fields result in a valid connection to a database on the Salesforce.com server.

Note: If the Test Connection option displays an error, "User hasn't approved this consumer", then JWT authentication requires a refresh token.

In this scenario, follow any of the given methods to get the refresh token:

Use a web token authorization flow to get a refresh token (through Postman) or go to

https://login.salesforce.com/services/oauth2/authorize?client_id=<client_id>&redirect_uri=<redirect_uri>&response_type=code"

and then login using credentials and then retry from the plug-in.

Security

The following table lists the fields on the Security tab of the Salesforce Connection shared resource:

Field Module Property? Description
SSL Client Configuration No Select this checkbox to enable the SSL with SSL Client Configuration.
SSL Client No Select an SSL Client shared resource to establish a connection between the plug-in and the specified Salesforce server.

This field is available when the SSL Client Configuration checkbox is selected.

Note: One way SSL - Ensure that the correct root certificates are present at the <TIBCO_HOME>\tibcojre64\1.8.0\lib\security\cacerts trust store.

Mutual Authentication - Provide Identity Store Provider and details of the key.

To configure the SSL Client, refer to the HTTP Client section in the Shared Resource topic of theTIBCO ActiveMatrix BusinessWorks Palette Reference Guide.

Persistence

The following table lists the fields on the Persistence tab of the Salesforce Connection shared resource:

Field Module Property? Description
Custom Database Configuration No

Select this checkbox to support persistence on a custom database instead of the engine database.

Note: For more information, see the description of thePersist ReplayID field in the Salesforce Subscriber topic.
JDBC Resource No Select a JDBC shared resource with the custom database details configured.