Application Adapters Documentation

Salesforce

Installation

⚠️ Note that the following sections are relevant only for the latest versions of the Salesforce Adapter (5.0 and later). For details on the legacy versions (3.0 and 4.0), see the Legacy Adapter section.

The following sections describe the basic process for installing the Salesforce Adapter from AppExchange or from a custom link. After installation, you must further configure the Salesforce Adapter if you intend on using Salesforce in a web browser. If you intend on using Salesforce within the io.Connect platform (e.g., by defining Salesforce as an io.Connect app in io.Connect Desktop or in io.Connect Browser), then this isn't necessary.

For instructions on how to configure the Salesforce Adapter and on how to start interop-enabling your components, see the Usage > io.Connect Platform and Usage > Web Browser sections.

From AppExchange

The Salesforce Adapter is pre-packaged and uploaded as a Salesforce Component which you can install for your organization from Salesforce AppExchange:

AppExchange

Click the "Get It Now" button and choose whether to install the Salesforce Adapter in production or in a sandbox:

Install Mode

Accept the terms and conditions and click the "Confirm and Install" button. Enter your Salesforce credentials when prompted in order to continue the installation. Select for which users you want to install the Adapter and click the "Install" button:

Install For

Wait for the installation to complete and press the "Done" button when the screen for successful installation appears:

Install Success

In some cases (for instance, when testing a beta version of the Salesforce Adapter), you may need to install the package from a custom link provided directly to you.

The installation process is almost identical to the one when installing from AppExchange. The only difference is that the step for choosing whether to install in production or in a sandbox is skipped, because the specific link provided to you will determine this option.

To install from a link, simply click the provided link and follow the rest of the installation steps already described above.