Salesforce

Overview

Solver includes a robust connector to Salesforce data. Solver data connectors use Salesforce’s REST API to connect to all of the objects configured by Salesforce. This allows for an organization with an active Salesforce account, to enable the REST API and quickly import their Salesforce data into the the Solver Cloud.

Solver’s Salesforce connector utilizes the following technologies provided by Salesforce.

1. TLS 1.2
2. OAuth 2.0

Requirements:

Solver Salesforce connector requires that you are on one of the following Salesforce tiers.

• Enterprise
• Unlimited
• Performance

This is required in order to access the Salesforce API.

Salesforce API Limitations

Salesforce imposes certain restrictions on the number of concurrent and total API requests made within a 24-hour period. Details on these limits can be found here.

Organizations may set a threshold (Administrative Setup -> Monitor -> View API Usage) for API usage within the organization and receive an email when this threshold has been reached.

Salesforce may impose API overage fees. Please contact your Salesforce account rep for details on how to limit API overages. Solver is not responsible for fees relates to API overages.

Configuring Access to Salesforce

Solver needs to following pre-configuration in order to connect to Salesforce:

1. A Salesforce account that has been assigned to a role with ”API enabled”. It is strongly recommended to create a user to be used as the Solver connector account.
   
2. Security Token. For information on how to get a security token, please reference this Salesforce Article.
3. Create a Connected App. A connected app is required in order for the Solver application to connect to the Salesforce API and to generate the Customer Key and Secret, necessary for authentication.
   
   Instructions on how to create a connected app are found below. For details on Connected Apps, please reference this Salesforce article.
   • What is a connected app
   • Security details for connected app permissions

Configure a Connected App

1. Log into Salesforce.com as an Admin user.
2. From the Home menu, navigate to Platform Tools > Apps > App Manager. A listing of your apps will appear.
3. Click New Connected App in the upper right hand corner
   
4. Complete the wizard. The following documented values must be configured, all other options can be left turned off or follow your internal processes for creating connected apps.
   • Connected App Name: A descriptive name describing the app. For easy identification, it is recommended to put the name SolverCloud somewhere in this name.
   • API Name: this will automatically populate with the Connected App Name. You can leave this as is or change it to another preferred naming convention.
   • Contact Email: provide an internal user email who is responsible for maintaining configuration and security to this app.
   • Enable OAuth Settings: check this box
     • Enabled for Device Flow: check this box
     • Callback URL: Salesforce offers two environments, production and sandbox. Use the following URLs for the Callback URL depending on which environment(s) you want to connect to Solver.
       • Production: https://login.salesforce.com/services/oauth2/token
       • Sandbox: https://test.salesforce.com/services/oauth2/token
     • Select OAuth Scopes: Please review this article for permissions. Access to Connect Rest API resources should allow users to connect to most data.
     • Require Secret for Web Ser Flow: check this box.
       
5. All other options: Custom Connected App Handler, Mobile App Settings and Canvas App Settings do not need to be completed.
6. Upon completing these required fields, click Save.
   NOTE: Salesforce will need approximately 10 mintures for settings to take effect.
7. Upon clicking Save, users will be presented with the Customer Key and Customer Secret. These fields are needed for Solver to connect to a Salesforce install.
8. Return back to the App Manager and find the newly created app. Click the dropdown arrow to the far right and click Manage
9. Click Edit Policies from the Connected App details page that loads.
10. By default, your connected app is IP restricted and only accessible to assigned users. This is viewable in the OAuth Policies section of the screen.
    • To make this app available to anyone connecting Solver to your Salesforce environment, change the Permitted Users dropdown to “All users may self-authorize”. If you prefer to keep access restricted, the user credentials used during sign in must have permission to the app. Reference this article for more information.
    • The Connected App is also IP restricted. Change the dropdown so that Solver can access this app by changing the IP Relaxation policy to “Relax IP Restrictions”. If you prefer not to do this, please contact Solver Support for a list of IP address to added in the Trusted IP address at the bottom of this screen.
      • Note: Solver IP address can change without notice resulting in your Salesforce integration failing to load data until these IP address are updated.

This completes the configuration of the Connected App. To access your Customer Key and Customer Secret, click on the Manage Consumer Details from your Connected Apps page.