Setting up the Connector for Salesforce CRM
The setup process for the Tridion Connector for Salesforce CRM includes adding the connector itself to your Tridion Sites implementation as well as a few additional steps to enable the integration.
Before you begin
Before beginning the connector setup process, be sure you have the following:
- Access to a Salesforce Service Cloud and Salesforce Support Cloud instance
- Connector Add-on package has been provided by SDL Customer Support.
- SDL Tridion Sites 9.1 or later, is installed and fully operational .
- If using SDL Tridion Sites 9.1, the following hotfixes are applied:
- CM_9.1.0.16685
- ECL_9.1.0.18607
- If using the connector with Content Delivery, the PCA extension (
connector-framework-pca-extension) is installed to the Content Service.
About this task
This topic describes the general process for setting up the Tridion Connector for Salesforce CRM. For details on certain individual steps, refer to the linked topics.
Procedure
Results
A successfully deployed connector will result in one or both of the following changes to your implementation (depending on your choices in the installation process):
- If you enabled the connector for use the Tridion Sites Content Manager, the name of the connector should appear as a mount point after refreshing a Publication that has been associated with the connector (using the stubs folder TCM-URI).
- If you configured the connector for use in Tridion Content Delivery, the GraphQL console ([Content Service URL]/cd/api/graphiql) will show GraphQL types for Salesforce CRM items, as well as a set of mutation functions. The following two screen captures illustrate samples of both:
What to do next
If you plan to use the connector to perform GraphQL mutations, ensure that GraphQL mutations are enabled on the Content Service.