Salesforce Connector

Note: Before working with the Salesforce connector, you should be familiar with general Process Development

The Salesforce connector has been designed and developed to connect seamlessly to the any native Salesforce application including Sales Cloud and Service Cloud as well any Custom Cloud or Force.com application. As a Salesforce user, you can the Salesforce Connector to integrate with any other cloud or on-premise application.

The Salesforce connector will connect directly to the Salesforce application and browse the interfaces real-time. If any of your Salesforce modules are customized with additional fields, these fields will automatically appear when browsing the Salesforce interface with Boomi AtomSphere.

Integrating with Salesforce consists of web service calls utilizing XML request/response setup over an HTTPS connection. The technical details of this connection such as request headers, error handling, HTTPS connection, etc. are all abstracted from the user to make implementation quick and easy.

Connector Configuration

Configuring a connector to communicate with Salesforce requires the setup of two different components:

This design allows for reusability of the components, which contain connection settings such as username, password, etc. Once your connection and connector operation are built, you will need to set up your connector within the Process. When your connector is configured properly within your process, Boomi AtomSphere will be able to map to and from virtually any system using the Salesforce connector to retrieve data from or send data to the Salesforce application.

Supported Editions

Salesforce Editions: Professional, Enterprise, Unlimited, and Developer (Contact Manager and Group editions are not supported)
Sales Cloud, Service Cloud, Custom Cloud, and Force.com applications

Prerequisites

In order to implement a connection to your Salesforce account from Boomi AtomSphere, you'll need to complete the following:

You will need both your login and password in order to access the Salesforce web service.
You must confirm that your Salesforce account has privileges to connect to the Salesforce API. Your Salesforce representative can confirm this for you by providing you with a Sender ID and password specific to the integration API.
An atom must be deployed on your local machine or hosted with Boomi AtomSphere.
You should review and reference Boomi AtomSphere's Pre-Loaded Salesforce Processes and use them as a guide for building and customizing your own interfaces.
Use the Salesforce API Guide for specific Salesforce object and field reference.
Due to a security change with Salesforce, you must replace your current password with a combination of your password and a security token. Please see the instructions below.

Salesforce Security Token

To access Salesforce via Boomi AtomSphere, you must replace your current password with a combination of your password and a security token:

Log in to Salesforce via the browser to request your security token.
Go to Setup -> My Personal Information -> Reset Security Token.
Click the Reset Security Token button to trigger an email which will contain your security token.
Select and copy the token from the email.
In Boomi AtomSphere, replace your Salesforce password with combination of the password and the security token. For example, if your password is "MyPassword" and your security token is "XXXXXX", you would enter "MyPasswordXXXXXX" into the password field.

Additional Resources

AtomSphere - Salesforce Integration Best Practices
Salesforce Web Site
Salesforce API Guide