This page includes the various steps that you must follow (in order) to set up DataSync for Salesforce.

In order to proceed, you will need to request the Managed Package for Salesforce from Perspectium Support.

Install the Perspectium package for Salesforce

1. If you are installing your Package to a sandbox (testing) instance, first log out of your Salesforce production organization. Then, replace login in the provided link with test, before navigating to the URL. If you are installing your Package to a non-sandbox instance, simply click the provided link.
   
   

2. Log into Salesforce. In the Install Perspectium DataSync window, select whether you want to install the Package for admins only, all users, or specific profiles. If you select the option to install the Package for specific profiles, select Full Access from the appropriate drop-downs for those profiles that you want to grant access to. Finally, click the Install button.
   
   

3. Once the installer is finished running, click Done.

Configure Salesforce remote site settings

In order for the Perspectium package for Salesforce to call an external site (such as the Perspectium Integration Mesh to send messages), the site must be registered in Salesforce's remote site settings. You will need the following information to configure your remote site settings in Salesforce:

• URL for your Perspectium Integration Mesh

• URL for your Salesforce sharing/subscribing instance (e.g., na123.salesforce.com) where na123 is your instance name. You can find your instance name in Company Information.

• URL for your Salesforce login (e.g., https://login.salesforce.com/ or for sandbox instances, https://test.salesforce.com/)

To configure your Salesforce remote site settings, follow these steps:

1. Log into your Salesforce organization and click theicon in the top right-hand corner of the screen. Then, click Setup.
   
   
2. In the Quick Find window on the left side of the screen, type and then click Remote Site Settings (under Security).
   
   
3. At the top of your remote sites list, click New Remote Site.
   
   
4. Type any name for the remote site that does not contain spaces (e.g., Perspectium_Mesh). Then, enter the URL next to Remote Site URL and ensure that the Active box is checked. Click Save & New at the top or bottom of the form to save your remote site settings.
   
   

5. Repeat Step #4 to configure your Perspectium Apex trigger (URL for your Salesforce sharing/subscribing instance) and your Salesforce OAUTH Token Endpoint (URL for your Salesforce login).

    NOTE: If you are using a production Salesforce organization, see deploy Apex triggers to production.
   
   

6. Once you have added all relevant URLs, click Save. 

Configure Perspectium DataSync as a Salesforce connected app

A connected app integrates an application using Salesforce APIs. Connected apps use standard SAML and OAuth protocols to authenticate, provide single sign-on, and provide tokens for use with Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow administrators to set security policies and have explicit control over who may use the corresponding applications.

Perspectium DataSync is a connected app because it uses Salesforce APIs to generate Dynamic Share Apex Triggers. The Salesforce APIs is an OAuth protected service that defines the OAuth scopes and callback URL for the Perspectium DataSync connected app. The connected app configuration provides an OAuth Consumer Key and a Consumer Secret used for authorization.

To configure Perspectium DataSync as a Salesforce connected app, follow these steps:

1. Log into your Salesforce organization and click theicon in the top right-hand corner of the screen. Then, click Setup.
   
   
2. In the Quick Find window on the left side of the screen, type and then click App Manager (under Apps).
   
   
3. In the upper right-hand corner of the Lightning Experience App Manager form, click New Connected App.
   
   
4. Type Perspectium DataSync as the Connected App Name, which will automatically populate Perspectium_DataSync as the API Name. Then, type the email address you use to log into this Salesforce instance next to Contact Email.
   
   
5. Check the Enable OAuth Settings box under the API Enable OAuth Settings section. Then, if using a non-sandbox Salesforce instance, enter https://login.salesforce.com/services/oauth2/token as the Callback URL. Otherwise, if using a sandbox Salesforce instance, enter https://test.salesforce.com/services/oauth2/token as the Callback URL.
   
   
6. Under Available OAuth Scopes, select Access and manage your data (api). Then, click the icon to add it to the Selected OAuth Scopes list.
   
   
7. Scroll to the bottom of the form and click Save. You will be redirected to a screen indicating that your connected app may take 2-10 minutes to take effect. Click Continue.

Access your Consumer Key and Consumer Secret

View your Consumer Key and Consumer Secret within the Salesforce Lightning UI by following these steps:

1. Log into your Salesforce organization and click the  icon in the top right-hand corner of the screen. Then, click Setup.
   
   
2. In the Quick Find window on the left side of the screen, type and then click App Manager (under Apps). Then, search for the Perspectium DataSync app in the list and click the corresponding dropdown arrow at the far right of the screen and click View from this dropdown.
   
   
3. Your Consumer Key will be listed under the API (Enable OAuth Settings) section. Within this same section, click Click to reveal next to Consumer Secret to view your Consumer Secret.

Configure Perspectium properties for Salesforce

To configure your Perspectium properties in Salesforce, follow these steps:

1. Log into your Salesforce organization and click the icon in the upper left-hand corner of the screen. Then, click the Perspectium DataSync app.
   
   
2. Then select the Properties tab.
   
   
3. This will open up the Perspectium General Settings page to configure your Perspectium properties:
   
   
   
4. Type your Perspectium Integration Mesh URL, user, and password in the appropriate fields. Then, type an encryption and decryption key of 24+ characters to enable AES-128 encryption. Alternatively, type an encryption and decryption key of 32+ characters to enable AES-256 encryption.
   
   

5. Scroll down to the Dynamic Share Trigger Builder Properties section. This section is control setting up apex triggers when creating dynamic shares. Triggers are used to capture real time changes to records in the selected tables (SObjects) to share out data, similar to business rules in ServiceNow. Type your Consumer Key, Consumer Secret, User, Password, and Security Token.
   

   UI Expand
   title Bypass usernames
   Divbox style background: white This feature allows you to limit unnecessary users from triggering a dynamic share. This is especially useful for Salesforce users that are loading large records via Data Loader and subsequently do not want the records to be dynamically shared. To use the trigger bypass, enter the email of the user you want to exclude in the Bypass Users field. Once the properties page is saved, it will take effect immediately and all dynamic shares will be bypasses for the users specified.

   
   
   

6. (Optional) In the Logging section, choose the level for logging the Perspectium application should log messages at when the application is executing. These logs are Perspectium-specific (they are not the Salesforce debug logging which is controlled by Salesforce setup) and can be found in the Tools tab under the Logs option. You can control how long to keep error and non-error logs before they are deleted. 
   
   
7. (Optional) In the Outbound Messages section, choose the default status to assign outbound messages that were not sent successfully with Default Outbound Message Status. To select how long to retain both inbound and outbound messages, choose a time in the Time to Keep Processed Messages dropdown.   
   
   
8. At the bottom of the page, click Save.

Next, configure features to share out data from your Salesforce org