Configure a Salesforce CRM endpoint
You use endpoints to identify the source of data that is read and the target of data that is written. The Sitecore Connect for Salesforce CRM connector (SFCRM) uses endpoints to represent Sitecore and a Salesforce instance.
To configure an endpoint:
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In the Content Editor, navigate to <your Salesforce tenant>/Endpoints/Providers/Salesforce/Salesforce Client Endpoint.
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In the Connection String Name field, enter the name of a connection string that you added previously.
NoteIf you enter a connection string that is not defined on your Sitecore server, a validation error is displayed.
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Save the item. On the ribbon, in the Data Exchange tab, click Run Troubleshooter,
In the message that indicates that a connection was established to your Salesforce instance, click OK.
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Select your tenant and navigate to Endpoints/Providers/xConnect/xConnect Client Endpoint.
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In the Collection Service section, enter values for the following fields:
NoteAll of these values are connection string names from the
ConnectionStrings.config
file on your Sitecore server.Field name
When required
Description
Collection Service Connection String Name
Always required.
Connection string that identifies the xConnect collection service. By default the value is
xconnect.collection
.Collection Service Certificate Connection String Name
Required if SSL is enabled on the xConnect server.
Connection string that identifies the certificate to use when establishing a secure connection to the xConnect server. By default the value is
xconnect.collection.certificate
.Collection Service Credentials Connection String Name
Required if authentication is enabled on the xConnect server.
Connection string that specifies the credentials to use to connect to an xConnect server with authentication enabled. Authentication is not enabled on the xConnect server by default. For more information on supported formats for this connection string, see the Data Exchange Framework developer documentation.
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If your xConnect server is using a self-signed certificate for SSL, select the Allow Invalid Certificates check box.
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Save the item. Click Run Troubleshooter. A message appears indicating if a connection could be established. Click OK to close the message.
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In the same tenant, navigate to Endpoints/Providers/xConnect/xDB Reference Data Client Endpoint.
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In the Settings section, in the Client Connection String field, enter
xdb.referencedata.client
. In the Client Certificate Connection String, enterxdb.referencedata.client.certificate
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Save the item. Click Run Troubleshooter. A message appears indicating if a connection could be established. Click OK to close the message.
If you are planning to write contact data from Sitecore to Salesforce, you must add a custom field. This field is used to associate the Salesforce contact with the corresponding Sitecore contact.