Readme for Micro Focus Connect Salesforce Connector 24.2
This readme describes how to configure Micro Focus Salesforce Connector. Refer to the Micro Focus Community and Micro Focus Connect Help Center for further configuration instructions.
The Micro Focus Salesforce Connector for Micro Focus Connect (Micro Focus Salesforce Connector) lets you synchronize the following Salesforce assets
- Ideas
- Cases
- Custom Objects
Copyright
Copyright 2018 - 2024 Open Text.
The only warranties for products and services of Open Text and its affiliates and licensors ("Open Text") are as may be set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Open Text shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice.
Except as specifically indicated otherwise, this document contains confidential information and a valid license is required for possession, use or copying. If this work is provided to the U.S. Government, consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license.
| Contents | ||
|---|---|---|
| Installation and Upgrade Information | Technical Notes | |
| Prerequisites | Known Issues | Need assistance with the product? |
Prerequisites
This connector requires at least build 24.2 of Micro Focus Connect and can be configured using the Micro Focus Connect UI.
This connectors requires Salesforce API version 36.0 or higher.
The Micro Focus Salesforce Connector requires you to generate a Salesforce API Consumer Key and Secret. Generate and use both values when you configure your datasource. You can generate these by creating a new connected app in Salesforce. To configure a new Connected App in the Salesforce UI via Setup → Apps → App Manager and click the "New Connected App" button
The following are required to run the Connector (and may not be already installed). For further configuration instructions, see the Micro Focus Connect Release Notes.
- Create a Connector directory, for example: C:\Program Files\Micro Focus\Connect\AppData\connectors\mfcConnectorSalesforce
- Unpack provided full zip bundle to it.
Installation and Upgrade Information
The following information contains notes regarding installation, but does not replace the entire process.
Required Connection Information
In order to use this connector, you will need to collect and enter this information in the Micro Focus Connect user interface:
- URL - Salesforce URL.
- User Name - The user name.
- Password - The password for the user.
- Consumer Key - The Consumer Key generated when registering the connector in Salesforce
- Consumer Secret - The Consumer Secret generated when registering the connector in Salesforce
- Salesforce Version - The latest version supported by the Salesforce instance. This property is automatically populated from information obtained during the login process.
- Types (leave blank for all) - A comma separated list of the Salesforce objects that the connector should support.
If this is left blank, the following objects will be discovered:
- Case (if available)
- Idea (if available)
- Enhancement Request (if available)
- The first 17 custom objects for a total of 20 types, as defined in the Salesforce instance. Some Salesforce installations have hundresds of custom objects.
The user for the connection must have admin rights in order to be able to access comments.
When configuring the Connected App in Salesforce, please sure to set the "IP Relaxation" option to "Relax IP restrictions". This will allow the connector to access Salesforce.
Optional Connection Information
-
Include comments since date (yyyy-MM-dd)
MF Connect will exclude comments that were created before this date (exclusive).
The date format is <year>-<month>-<day>.
For example: The value '2022-01-01' will make MF Connect only process comments that were created on January, 1, 2022 and after.
Leaving it empty will result in all comments being included for synchronization.
Known Issues
Rich text Comments
Salesforce has limited support for rich text tags on FeedItem and FeedComment objects. As a result, the connector will only support the following rich text formatting options:
- Bold
- Italic
- Underline
- Ordered lists
- Unordered lists
Comments and attachments
Changes to attachments and comments will only be detected with other updates to the Item.
Technical Notes
Projects
Salesforce does not have a notion of projects. However, Connect requires connectors to specify a project. In order to comply with this rule, the connector will register a default project called "All" with Connect.
Idea objects
Salesforce requires that each idea be associated with a community (also known as Zone). Therefore, in order for the connector to be able to create Ideas in
Salesforce, it will need the ID of a community to include in the Idea object. To configure the Zone ID, add a Connection Rule that will assign an existing
community ID to new Ideas before creation. For example, you can create a new Calculated value similar to the below code:
When Criteria =
And
Item Is New
Field: Zone ID = <Community ID>
In the Salesforce Developer Console use the following query to find a list of existing community ID values: select name, id from community
DEFAULT_HTTP_READ_TIMEOUT_MILLIS
MF Connect uses a read socket timeout of 300000 ms (5 minutes) and this value cannot be updated
Need assistance with the product?
Get support enables you to open a support incident or to submit a bug. You can also browse many helpful support resources.