Configure a Salesforce CRM endpoint

Abstract

How to configure an endpoint for the Sitecore Connect for Salesforce connector in order to identify a source or a target for data.

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:

  1. In the Content Editor, navigate to <your Salesforce tenant>/Endpoints/Providers/Salesforce/Salesforce Client Endpoint.

  2. In the Connection String Name field, enter the name of a connection string that you added previously.

    Connection String Name field in the Settings section

    Note

    If you enter a connection string that is not defined on your Sitecore server, a validation error is displayed.

  3. Save the item. On the ribbon, in the Data Exchange tab, click Run Troubleshooter,

    The Run Troubleshooter button on the Data Exchange tab on the ribbon

    In the message that indicates that a connection was established to your Salesforce instance, click OK.

    Connection was succesfully established message
  4. Select your tenant and navigate to Endpoints/Providers/xConnect/xConnect Client Endpoint.

  5. In the Collection Service section, enter values for the following fields:

    Connection string fields in the Collection Service section of a tenant

    Note

    All 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.

  6. If your xConnect server is using a self-signed certificate for SSL, select the Allow Invalid Certificates check box.

    The Allow Invalid Certificates check box in the Certification settings dialog, selected
  7. Save the item. Click Run Troubleshooter. A message appears indicating if a connection could be established. Click OK to close the message.

  8. In the same tenant, navigate to Endpoints/Providers/xConnect/xDB Reference Data Client Endpoint.

  9. In the Settings section, in the Client Connection String field, enter xdb.referencedata.client. In the Client Certificate Connection String, enter xdb.referencedata.client.certificate.

  10. 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.