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Perspectium Package Installation

Installing to a Non-Sandbox

Use the URL provided by your sales representative to install the package into any non-sandbox organization. The link should look like the following:
https://login.salesforce.com/packaging/installPackage.apexp?….

Installing to a Sandbox

To install the Perspectium package to a sandbox organization, first make sure that you are logged out of your production environment.

Once you are logged out, use the link provided by your sales representative to install the package making sure the URL uses test.salesforce.com instead of login.salesforce.com:

https://test.salesforce.com/packaging/installPackage.apexp?….

Remote Site Configurations

Before Perspectium Replicator can call an external site, that site must be registered in the Remote Site Settings page, or the callout fails. Salesforce prevents calls to unauthorized network addresses. Perspectium Replicator requires 3 Remote Site Configurations in Salesforce.

  1. URL to the Perspectium Message Broker Service (ex: https://yourorg.perspectium.net)
  2. URL to your Salesforce instance (ex: https://na24.salesforce.com)
  3. URL to the Salesforce login (ex: https://login.salesforce.com or for sandbox instances, https://test.salesforce.com)

To add a remote site setting:

  1. From Setup, enter Remote Site Settings in the Quick Find box, then select Remote Site Settings.
  2. Click New Remote Site.
  3. Enter a descriptive term for the Remote Site Name.
  4. Enter the URL for the remote site.
  5. Optionally, enter a description of the site.
  6. Click Save.

Example:


Only #1 is required in production Salesforce organizations. #2 and #3 are used in non-production organizations to programmatically create Apex Triggers based on Dynamic Share configurations. Salesforce prohibits programatic creation of Apex Triggers in production organizations, so the triggers will need to be migrated through a change control process into production organizations.

Connected App Configuration

A connected app integrates an application with Salesforce using APIs. Connected apps use standard SAML and OAuth protocols to authenticate, provide Single Sign-On, and provide tokens for use with Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow administrators to set various security policies and have explicit control over who may use the corresponding applications.

Perspectium Replicator is a connected app when used in non-production organizations because it uses Salesforce APIs to generate Dynamic Share Apex Triggers. The Salesforce APIs is an OAuth protected service that defines the OAuth scopes and callback URL for the Perspectium Replicator connected app. The connected app configuration provides an OAuth Consumer Key and a Consumer Secret used for authorization.

To create a connected app:

  1. From Setup, enter Apps in the Quick Find box
  2. In the Build section, click Apps under Create
  3. Click New under the Connected Apps section near the bottom of the page
  4. Fill in Connected App Name, API Name, and Contact Email
  5. Check the Enable OAuth Settings checkbox in the API (Enable OAuth Settings)
  6. Add the Access and Manage your Data(api) OAuth Scope
  7. Save

Saving your app gives you two new values that the app uses to communicate with Salesforce. These values will be used in the Perspectium Replicator Properties:

  • Consumer Key: A value used by the consumer to identify itself to Salesforce. Referred to as client_id in OAuth 2.0.
  • Consumer Secret: A secret used by the consumer to establish ownership of the consumer key. Referred to as client_secret in OAuth 2.0.

To view the Consumer Key and Consumer Secret, navigate to the newly created Perspectium Replicator App in the Connected Apps section.

Properties

Select the Properties tab in the Perspectium Replicator application to configure the application's properties.

Perspectium MBS Configuration Properties

In the Perspectium MBS Configuration Properties section fill in the values you received from the Perspectium Support team for:

  • MBS URL
  • MBS User
  • MBS Password

Dynamic Share Trigger Builder Properties

Once the above prerequisite steps have been completed, use the values for OAuth Endpoint, Client Key and Client Secret in the Dynamic Share Trigger Builder Properties section. You will also need to enter the username, password and security token for a user that has API privileges (used to create Dynamic Share Apex Triggers).

The security token for your user can be reset by selecting My Settings under your username in the top right of the Salesforce screen.

If you have verified that the Client Key, Client Secret, User Password, and User Security Token are all correct and the “Test Trigger Builder” is still returning an error please also verify that the user specified is not locked out.

Secure Settings

v3.26.0

To comply with Salesforce security requirements, fields designated with * are “secure settings” where their values are securely saved into protected settings and are not displayed on the Properties tab even after the settings have been saved into the system.

So to update these settings, you will have to re-enter all secure settings and choose the Save All option.

To only update non-secure settings (such as Bypass User Names or Logging properties), you can use the Save Standard Settings option. This will only save all non-secure settings so you do not have to re-enter all secure setting values again.

salesforce_installation.txt · Last modified: 2017/09/21 13:39 by jackson.davenport