SalesForce objects

This document applies to version 3.0 MAINTENANCE 20 and above.

It describes how to configure and use remote SalesForce® objects.


To configure a remote SalesForce® business object the Table field value must be service-salesforce.

The configuration of the remote SalesForce® business object is then set in the Filter field as JSON:

    "name": "<SalesForce object name, e.g. Account>",
    "credentials": "<name of the parameter containing the credentials>",
    <additional configuration items>

Nothing else needs to be configured, except rights, as the remote SalesForce® object configuration is dynamically processed to build the local Simplicité® business object.

However, the optional <additional configuration items> allow some advanced configuration to be added:


The credentials, that can be shared among several business objects of the same remote SalesForce® instance are configured as JSON in a system parameter (either a global server parameter or a user server parameter):

    "client_id": "<SalesForce OAuth2 client ID>",
    "client_secret": "<SalesForce OAuth2 client secret>",
    "username": "<SalesForce user name>",
    "password": "<SalesForce user password>",
    "encoding": "<encoding (optional) defaults to UTF-8>",
    "http_timeout": "<HTTP requests timeout in milliseconds (optional) defaults to 30000>"

Note: multiple credentials can also be configured if you need to access to several remote SalesForce® instances.

The client ID and client secret are the one defined for a Connected App in SalesForce admin UI.

You can create a new connected app in the Build > Create > Apps menu and then clicking on the New button of the Connected Apps section:

Once created you can get the client ID and client secret in the API section:

Make sure you have selected the appropriate scopes to get access to the APIs you need.

The username and password are the one you use to signin SalesForce.