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Salesforce plugin

Informer can connect to Salesforce through a plugin. The supported edition is the Enterprise Edition of Salesforce Lightning. This is a separately licensed feature, so contact the sales department for an updated license before you begin.

Install the plugin​

The general plugin steps are covered in Installing plugins; this section calls out the Salesforce specifics.

Windows​

Stop the Informer service and any Node.js processes still running. From the Informer installation folder, in a PowerShell window run as Administrator, log in to the npm repository (the Client Services team provides credentials on request):

npm config set registry https://docker.entrinsik.com/repository/npm/
npm adduser --registry https://docker.entrinsik.com/repository/npm/
Delete the lock file first

Delete package-lock.json if it exists in the installation folder before installing.

Then add the plugin section to config.json and install the package:

informer plugin @entrinsik/salesforce
npm install @entrinsik/salesforce --save

Restart the Entrinsik Informer service to apply the change. Afterward, there may be additional details to set in config.json, as described in the plugin's documentation.

Linux (Docker)​

Edit config.json, add the block below, and restart Informer:

"plugins": {
  "@entrinsik/salesforce": {}
}

If you upgrade to a newer version of Informer, re-install the plugin:

npm install @entrinsik/salesforce --save

Add the Salesforce Datasource​

Once the plugin is installed, update the license so the Salesforce feature is recognized: go to the Administration tab, open License, click Update License, then Check License Server.

To add the Datasource:

  1. Go to the Datasource tab, click New Datasource, and choose Salesforce.
  2. Enter the username and password you normally use to sign in to Salesforce.
  3. Get a Salesforce security token: in Salesforce, open your Profile, then Settings > My Personal Information > Reset Security Token. Salesforce emails you a new token.
  4. Paste the token into the Datasource connection screen and click Test Connection, then save the Datasource.
  5. Open the Datasource and choose Scan Datasource, then Full Scan. This brings in the tables, fields, and links Salesforce exposes. Salesforce permits access only to certain tables and fields.