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Preparation

Before you can target Salesforce Contacts/Accounts, you must:

  1. Obtain a Salesforce administrative account.

    Contact Salesforce.com to do this.

  2. Obtain a Salesforce.com Organization ID.

    You can find this by logging into the Salesforce application and selecting Setup > Administer > Company Profile > Company Information.

  3. Obtain a password security token.

    To login through the API, you need to generate a security token and append this to the end of your password for the password field. In the Salesforce application, select Personal Setup > My Personal Information > Reset My Security Token. Salesforce will send an email with your new token information.

  4. Enable the Salesforce API.

    1. Navigate to Administration Setup > Manage Users > Profiles.

    2. Select your UserID that accesses the API.

    3. Set a profile of Platform System Admin and within the profile, enable API access by selecting the API Enabled checkbox.

  5. Create at least one template account.

  6. Ensure that the Bravura Security Fabric service user is allowed to access Salesforce site via HTTPS.

Creating a template account

Bravura Security Fabric uses template accounts as models or "blueprints" for creating new accounts in Salesforce. The following example illustrates how you can create a template account in Salesforce:

  1. As an administrator, log into the Salesforce application and select Setup > Administer > Manage Users > Users.

  2. Click New user.

  3. Fill in the required fields.

  4. Click Save.

    Note

    AccountId, FirstName and LastName are required attributes when creating a Salesforce contact using the agtsalesforce-ctc connector. Ensure AccountId is valid as invalid accountID will cause contact provisioning to fail.

Ensuring Bravura Security Fabric service user access

The Bravura Security Fabric service user (psadmin) account must be able to access the Salesforce site to list accounts. To ensure that the psadmin account is allowed to access the Salesforce site via HTTPS:

  1. As psadmin, log onto your Bravura Security Fabric server.

  2. Using a browser, access your Salesforce site via HTTPS.

  3. Add the site as a trusted site.

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