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Preparation

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

  1. Obtain a Salesforce administrative account with API access permissions.

    This account is used to log into Salesforce to configure the Connected App and manage settings.

  2. Obtain your Salesforce.com Organization ID from your Salesforce instance.

  3. Configure OAuth 2.0 authentication and obtain API credentials:

    Create a Salesforce Connected App with OAuth enabled and obtain:

    • Consumer Key (OAuth Client ID)

    • Consumer Secret (OAuth Client Secret)

    • Required OAuth settings:

      • OAuth 2.0 Client Credentials flow or Web Server flow

      • API access scope: "Manage user data via APIs (api)"

      • Refresh token scope (if using Web Server flow)

    Refer to Salesforce documentation for creating and configuring Connected Apps.

  4. Ensure API access is enabled for the service account profile in Salesforce.

  5. For organizations with API Access Control enabled: Ensure your Connected App is added to the trusted API client list in Salesforce security settings.

  6. Create at least one template account.

  7. 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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