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DataSync for Salesforce allows you to seamlessly integrate Salesforce with databases for reporting, analytics and insights on your Salesforce data.
Find minimum requirements and more information here.
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 Perspectium DataSync for Salesforce managed package from Perspectium Support.
To properly set up the Salesforce application as a connected app, you will need to turn on the Allow OAuth Username-Password Flows option in your Salesforce org (Setup > Identity > OAuth and OpenID Connect Settings). |
Obtain the package instalation link from Perspectium Support. 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.
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.
Once the installer is finished running, click Done. Because the package has many component it may take a few minutes to complete installation and Salesforce may notify you that it will email you when installation is complete.
If you are upgrading the Perspectium DataSync application, you can skip the remaining steps as the following steps will already have been completed from your initial install of the package. |
Upon success, the Next button will be shown to take you to the Perspectium Salesforce application Properties page where you can configure all your properties.
Because it can take up to 10 minutes for the Connected App to take effect in your Salesforce org, wait at least 10 minutes before you click Next and configure your properties on the Properties page. If you try to save the Properties page before the Connected App is fully set up, the Properties page will error and give and INVALID_SESSION_ID error. |
Properties such as the Integration Mesh URL and the Consumer Key of the newly created Connected App will be auto populated for you. Fill in the rest of the information (such as the Consumer Secret of the Perspectium_DataSync Connected App that you can access here) and save your changes.
You will only need to do the remote site for your Salesforce instance if you are able to complete the Post Installation above. The other remote site settings should be done manually only if there were any issues with the Post Installation process. |
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 Salesforce login (e.g., https://login.salesforce.com/ or for sandbox instances, https://test.salesforce.com/)
URL for your Perspectium Integration Mesh
To configure your Salesforce remote site settings, follow these steps:
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 since Apex triggers can't be created in production.
The Apex trigger remote site can also be any name but may be helpful to be named for the Salesforce instance (i.e. Salesforce_Instance_URL) and should use the url of your org as described above
You will only need to configure a connected app manually if there were any issues with the Post Installation process. |
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 properly set up the Salesforce application as a connected app, you will need to turn on the Allow OAuth Username-Password Flows option in your Salesforce org (Setup > Identity > OAuth and OpenID Connect Settings). |
To configure Perspectium DataSync as a Salesforce connected app, follow these steps:
Because it can take up to 10 minutes for the Connected App to take effect in your Salesforce org, wait at least 10 minutes before you configure your properties on the Properties page. If you try to save the Properties page before the Connected App is fully set up, the Properties page will error and give the INVALID_SESSION_ID error. |
After completing the steps above, you will be redirected to a page that contains your Consumer Key and Consumer Secret. You will need to keep this information on hand to configure your dynamic share trigger builder properties. This information can also be accessed by following the steps in the next section.
View your Consumer Key and Consumer Secret within the Salesforce Lightning UI by following these steps:
To access your Salesforce Security Token, you will need to reset your token by clicking your avatar in the top right-hand corner of the screen and navigating to Settings > My Personal Information > Reset My Security Token and then clicking the Reset Security Token button. Your new Security Token will be emailed to the account registered to your Salesforce profile. |
To configure your Perspectium properties in Salesforce, follow these steps:
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.
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