--- title: "Set up Replicator for Salesforce" canonical: "https://docs.perspectium.com/space/Krypton/721044/Set%20up%20Replicator%20for%20Salesforce" format: markdown --- Replicator for Salesforce  allows you to seamlessly integrate Salesforce with an ITSM application, such as ServiceNow, and/or databases for reporting, analytics, insightful sales, and account management use cases.  Find minimum requirements and more information here . This page includes the various steps that you must follow (in order) to set up Replicator 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 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 Replicator  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, you will 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 . Configure Salesforce remote site settings In order for the Perspectium Package for Salesforce to call an external site (such as the Perspectium Mesh), 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 Mesh URL for your  Salesforce sharing/subscribing instance   (e.g., na123.salesforce.com ) 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: Log into your Salesforce organization and click the icon in the top right-hand corner of the screen. Then, click  Setup . In the Quick Find window on the left side of the screen, type and then click  Remote Site Settings  (under  Security ). At the top of your remote sites list, click  New Remote Site . 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. 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. Once you have added all relevant URLs, click  Save.  Configure Perspectium Replicator 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 Replicator 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 Replicator connected app. The connected app configuration provides an OAuth Consumer Key and a Consumer Secret used for authorization. To configure Perspectium Replicator as a Salesforce connected app, follow these steps: Log into your Salesforce organization and click the icon in the top right-hand corner of the screen. Then, click  Setup . In the Quick Find window on the left side of the screen, type and then click  App Manager  (under  Apps ). In the upper right-hand corner of the Lightning Experience App Manager form, click  New Connected App . Type  Perspectium Replicator  as the Connected App Name, which will automatically populate  Perspectium_Replicator  as the API Name. Then, type the email address you use to log into this Salesforce instance next to Contact Email. 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. Under Available OAuth Scopes, select   Access and manage your data (api) . Then, click the   icon to add it to the Selected OAuth Scopes list. 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 . 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. Access your Consumer Key and Consumer Secret View your  Consumer Key  and  Consumer Secret  within the  Salesforce Lightning UI  by following these steps: Log into your Salesforce organization and click the    icon in the top right-hand corner of the screen. Then, click  Setup . 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 Replicator  app in the list and click the corresponding dropdown arrow at the far right of the screen and click  View  from this dropdown. 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 the Perspectium properties in Salesforce, you will need the following information on hand: Perspectium Mesh URL Perspectium Mesh username Perspectium Mesh password Salesforce Consumer Key Salesforce Consumer Secret Salesforce Security Token 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: Log into your Salesforce organization and click the   icon in the upper left-hand corner of the screen. Then, click the  Perspectium Replicator  app. In the upper right-hand corner of the screen, click  More  >  Properties . Type your Perspectium 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. Scroll down to the Dynamic Share Trigger Builder Properties section. Type your Consumer Key , Consumer Secret , User , Password , and Security Token . (Optional) In  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.    At the bottom of the Perspectium Replicator Configuration Properties form, click  Save . Next , you may wish to bond Salesforce with another app, such as ServiceNow.