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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.

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