Create a Salesforce Connector Project

The Connector Wizard helps to generate a Cloud Application Connector Project containing the necessary resources and objects than can be used in an integration Project in Clarify. These steps take place from within the Clarify Studio.

1. Select Cloud Connector from the main menu.

   

2. Set the vault entry that contains auth information for the your Salesforce application. If you haven’t already created one, you can use the Add button. See Creating a Vault Entry for instructions.
   Note: A vault entry must exist in order to proceed.
3. Provide the name for the Cloud Connector Project to be created (and click Finish).

   Results:

   • Clarify logs into and authenticates with your Salesforce account, loads the required JavaScript, and generates your Salesforce resources.
   • Within the Project, Clarify creates a package for each Salesforce operation (create, delete, query, update, and upsert).
   • Each package contains a Business Process (to call the operation), and two Schemas (to be used to create a Ruleset).

   The image below shows a typical Cloud Connector Project, with each package highlighted and expanded.

   

   Note that the Cloud Connector Wizard has also created request and response Connector Schemas (salesforce.objSchema).

   

   Each package also contains a configured Business Process to call the related Salesforce Operation.

   

   Note: Cleo recommends following your normal back up process with regards to this Project.