Salesforce
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By using this document user will know how to connect Salesforce to AIV.
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Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience.
Objective
- Connect Salesforce to AIV.
Usecase
- Salesforce allows users to fetch data from salesforce & integrate it with your company application. For example: in this document, we will fetch the data from salesforce & integrate it with aiv.
Steps to Connect Salesforce to AIV
1. Salesforce
- Salesforce provides the powerful source of the API which helps in developing and customizing your data.
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log in to your Salesforce developer edition.
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Follow the given links to know how to set up your salesforce login.
- User needs to Create the Connected App first.
- While creating the Connected App fill below details:
- Connected App Name: aiv
- API Name: aiv (it will be filled automatically)
- Contact Email: Your email address
- Enable OAuth Settings: Check the checkbox
- Set callback URL:
https://na11.salesforce.com/ConnectTest/oauth/_callback
- Selected OAuth Settings: Manage user data via APIs (API)
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Scroll down & click on the Save button. It will ask you for permission.
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Click on Continue button & your connected app is created.
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User can copy & paste Consumer Key, Consumer Secret & Callback URL to a notepad for further use.
- How to get Security Token?
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By following this link use can generate the Security Token.
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Reset your security token & save it in a notepad for further use.
2. Eclipse
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Import the downloaded project into the Eclipse.
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Open java project file & new.properties file.
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User needs to place the required jar file into the project. (Jar files are included in the downloaded project zip file)
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User needs to fill the below details in the new.properties file:
- loginInstanceDomain=login.salesforce.com
- apiVersion=‘your salesforce api version’
- userName=‘your salesforce login username’
- password=‘your salesforce login password+security token’
- consumerKey=‘your consumer key’
- consumerSecret=‘your consumer secret’
- grantType=password
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Save your project file.
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Export the project jar file & give a name exds.
3. aiv
- aiv is a Business Intelligence application for both personal and business use.
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Place that project jar file in the
aiv\tomcat\webapps\aiv\WEB-INF\lib
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Start your server & launch aiv.
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Go to hamburger menu —> datasource.
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Click on Create from the bottom-most toolbar.
- Find Custom from the search box:
- Click on Custom & fill in the details as shown:
- Click on the TEST CONNECTION button & one message is shown for Connection Successful.
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Click on the OK & SAVE button & Go to the Datasource section in aiv.
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Select created Datasource & click on Create Dataset from the bottom-most toolbar.
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Give your dataset the name s_contacts.
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In Additional Info users need to paste their query. (User can get the sample query from the readme file available in the project zip file)
- Click on the PREVIEW button & data of contacts is shown.
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Click on SUBMIT button & your dataset is created.
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To know how to create dashboard using this dataset follow this link.