Published at: 2025-10-30

Salesforce Connector Configuration Guide

Document Overview

This document outlines the methodology and materials for Salesforce integration/migration projects from pre-sales to delivery phases. It provides best practices for system integration/migration and helps implementation teams improve delivery efficiency.

This document is intended for pre-sales industry experts, account managers, technical consultants, and implementation advisors.

Pre-Sales Phase

This phase focuses on demonstrating the value of integrating CRM with Salesforce via the Integration Platform and highlighting its advantages.

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Implementation Phase

Key Steps:

  1. Initial Assessment: Use pre-sales research tools to review interface details, integration objects, and data flow.

  2. Detailed Research: Utilize implementation tools to:

    • Draft a business blueprint.

    • Map integration workflows for each system.

    • Prioritize customer data migration (complete the Pre-Research List and Business Blueprint tabs).

  3. Internal Review: Validate the business solution internally before proceeding.

  4. Field Mapping: Define field mappings for API communication.

  5. Technical Alignment: Coordinate with R&D and customer developers for API standards.

Critical Notes:
- Business Solution Design: Allocate sufficient time for this phase—it’s the cornerstone of Salesforce integration.
- Sandbox Testing: Strongly recommended to test configurations in a sandbox environment (CRM sandbox must connect to the customer’s SAP test instance). Obtain customer Agreement before production deployment.
- Implementation Tool Accountability: Ensure all research is accurate. Omissions causing delays are the responsibility of the preparer.

3.1 Prerequisites

  1. Complete implementation tool research and pass solution review.

  2. Enable CRM and Integration Platform Salesforce Connector.

  3. Ensure customer-side SAP interfaces are encapsulated and self-tested.

Proceed to System Management > Integration Platform Management for configuration.

3.2 Connector Configuration

3.2.1 Authorization Setup

Two authorization methods are supported:

Option 1: OAuth 2.0 (Authorization Code)
- Authorization Method: OAuth 2.0 (Authorization Code)
- Base Path: Salesforce domain
- Version URL: Optional (supports v50.0+)
- Client ID/Secret: Refer to Appendix: Salesforce Authorization Guide.
- Redirect URL: Pre-filled; must match Salesforce callback settings.

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Option 2: API Key (OAuth 2.0 Client Credentials Flow)
- Authorization Method: API Key
- Base Path: Salesforce domain
- Client ID/Secret: Refer to Appendix.

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Appendix: Salesforce Authorization Guide

Supported Flows:
1. OAuth 2.0 Web Server Flow (default; platform OAuth2.0 type).
2. OAuth 2.0 Client Credentials Flow (recommended; platform API Key type).

Key Interfaces:
- Metadata management (object/field retrieval).
- Time/ID-based data queries.
- Single/Primary-Sub-object data operations.

Configuration Steps:
1. Create External Client App:
- Navigate to Setup > Apps > External Client App Manager > New External Client App.

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Log in to Salesforce

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New External Client App

  1. Enable OAuth:

    • In External Client App Manager, enable OAuth for the app and configure:

      • Redirect URL (pre-filled).

      • API scopes.

      • Disable PKCE.

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App Settings

  1. Set Policies & Retrieve Keys:

    • Configure access policies.

    • Copy Client ID and Secret.

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Retrieve Credentials

  1. Enable Client Credentials Flow (Optional):

    • Edit app settings to activate this flow.

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Edit App Configuration

3.2.2 Object Retrieval

After authorization, use metadata interfaces to:
- Fetch object categories.
- Retrieve Sub-object lists (all related objects).

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Select Sub-objects post-Primary Object retrieval

3.2.3 Object Mapping

Map Salesforce objects to CRM objects:
- Use existing CRM objects or create custom ones.
- Auto-create fields from Salesforce for rapid migration.

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3.2.4 Attachment Migration

Map Salesforce attachments via the preset field fake_salesforce_data_file:
1. Locate the field in object settings.
2. Link it to a CRM attachment-type field.

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3.3 Integration Flow Creation

From the migration list:
1. Select mapped objects/fields.
2. Click Create Integration Flow to auto-generate the flow.

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Final Steps:
- Validate field mappings.
- Test with small data batches before full migration.

References

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