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Salesforce Apex connection

The Salesforce Apex connection defines the URL and credentials needed to access a single Salesforce account.

Connection tab

This connector does not support the ability to specify the type of security to use for the connection. To access authenticated and protected resources, Boomi recommends that you use the Web Services SOAP Client connector. In the connection, specify the security and authentication information to make a successful connection.

URL —
The default URL for new Salesforce Apex connection’s web services. For production, always use the following:

https://login.salesforce.com/services/Soap/u/<your_version_of_Salesforce>

important

Versions of the SOAP API older than version 30.0 are no longer supported. You can reference the currently supported API versions in the API End-of-Life Policy. See the List Available REST API Versions topic for summary information about currently available REST API versions.

Integrations using an older URL continue to show the original configuration, but are redirected automatically.

Authentication Type

Username-Password — Authenticates using a Salesforce username and password. This is the default. The following fields appear when the Authentication Type is set to Username-Password:

  • Username - The user name used to log into Salesforce. The user must have sufficient permissions to use the API and perform the necessary actions required by your Integration scenario.

  • Password - The password used to log in to Salesforce. This text is often concatenated with a security token. Refer to the Salesforce connector topic for more information.

OAuth 2.0 — Authenticates using an OAuth 2.0 access token obtained from a Salesforce Connected app or Salesforce External app.

Prerequisites

  • Salesforce connected app or Salesforce External app configured with Client Credentials (for OAuth 2.0 authentication).
  • API access privileges confirmed by your Salesforce representative.

The following fields appear when the Authentication Type is set to OAuth 2.0:

  • Grant Type —
    The OAuth 2.0 grant type used to obtain an access token. Only Client Credentials is supported.

  • Client ID —
    The client key of the Salesforce connected app configured for OAuth 2.0 client credentials authentication.

  • Client Secret —
    The client secret of the Salesforce connected app configured for OAuth 2.0 client credentials authentication.

  • Access Token URL —
    The Salesforce OAuth 2.0 token endpoint for your org. The connector automatically uses the instance_url returned in the token response to route calls to your org's My Domain host.

Test Connection

You can test your connection settings before you use or save the connection in a process. The Test Connection ensures that your specified settings are correct, valid, and accessible. If the test connection is successful, you can save the connection. Otherwise, review and correct any incorrect settings, then test again.

Attention

You can only run the Test Connection against containers associated with your account (local runtimes, runtime clusters, and runtime clouds).

important

The Test Connection ensures that your Salesforce credentials are valid and that the authentication flow is properly established. A successful test gives you confidence that your settings are correct and accessible; however, it does not guarantee that an individual process will run successfully.

Because the Apex WSDL URI is operation-scoped rather than connection-scoped, specific endpoint validation occurs at the operation level. Errors may still occur during process execution if an Apex class is not deployed or is unavailable in the org.

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