Before you begin - Salesforce

Before creating and using a Connector in Clarify, please review the following requirements and prerequisites.

Creating and defining a connected application

In order to use Open Authorization (OAuth) for your Clarify-Salesforce integration, the following applies:

  1. To authenticate using OAuth, you must create a connected application to define your application’s OAuth settings for the Salesforce organization.
  2. Once you have created a connected app (in this case, Clarify), it then requires authentication with Salesforce, by defining it as a new connected application within the Salesforce organization; this informs Salesforce of a new authentication entry point.
Once these two processes are complete, the resulting information will be used in the Clarify-side of the integration.
  • Consumer Key
  • Consumer Secret
  • Callback URL
Note: In order to obtain this information, you must create and define private, connected applications in Salesforce. See Creating and defining a connected application for additional steps.

Create a Vault Entry for your API Account Authentication

To create a Connector, you must first store the authorization information in an Authorization Vault, which provides a secure storage location for API keys, tokens, username and passwords, headers, and other info used to authorize calls to external Web Services. In order for a Cloud Connector to work, this vault entry must exist and be configured for the external application you wish to communicate with.

The vault entry can be created from the Admin Console’s Settings | Auth Vault view, or directly from the Cloud Connector wizard (shown below). See Secure Authorization of Web Service Requests using a Clarify Server Vault to learn how to create a vault entry.

In order to create a vault entry for the Salesforce application, the following authentication information will be required.
  • Consumer Key
  • Consumer Secret
  • Callback URL

For more information, always refer to the Salesforce developer documentation.

Specialised Licensing Required

The Application Connector requires a specialized server license. See your Customer Account Manager. If you need assistance applying your license, see the Licensing section of the Clarify v4 User Guide.

Technical Assumption

Effective use of a Connector assumes the following:

  • You are familiar with the development and organization of your external application account.
  • You know the particulars of your data and the external processes to manage it.
  • You have a general understanding of how to create and share resources, and launch integration projects in Clarify.