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Connect Salesforce to aiv using Data-Endpoints

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  • By using this document user will know how to connect Salesforce to aiv using Data Endpoints.

  • Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience.

Objective​

  • Connect Salesforce to aiv using Data-Endpoints.

Usecase​

  • Salesforce allows users to fetch data from salesforce & integrate it with your application. For example; in this document, we will fetch the data from salesforce & integrate it with aiv.

Steps to Connect Salesforce to aiv​

1. Salesforce​

  • Salesforce provides the powerful source of the API which helps in developing and customizing your data.

  1. log in to your Salesforce developer edition.

  2. Follow the given links to know how to set up your salesforce login.

  1. User needs to Create the Connected App first.
Note
  • Follow this link to see how to create the connected app.
  1. While creating the Connected App fill below details:
  • Connected App Name: aiv
  • API Name: aiv (it will be filled automatically)
  • Contact Email: Your email address
  • Enable OAuth Settings: Check the checkbox
  • Set callback URL: https://na11.salesforce.com/ConnectTest/oauth/_callback
  • Selected OAuth Settings: Manage user data via APIs (API)

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  1. Scroll down & click on the Save button. It will ask you for permission.

  2. Click on Continue button & your connected app is created.

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  3. User can copy & paste Consumer Key, Consumer Secret & Callback URL to a notepad for further use.

  • How to get Security Token?

  1. By following this link use can generate the Security Token.

  2. Reset your security token & save it in a notepad for further use.

Note
  • Click on this link to download the project files.

2. IntelliJ IDEA​

  1. Download IntelliJ IDEA Community Edition & import the dowloaded project into it.

  2. Open java project file & new.properties file.

  3. User needs to fill the below details in the new.properties file:

  • url: https://'your domain name'.my.salesforce.com/services/data/v54.0/query/?
  • loginInstanceDomain: login.salesforce.com
  • apiVersion: " your salesforce api version "
  • userName: " your salesforce login username "
  • password: " your salesforce login password+security token "
  • consumerKey: " your consumer key "
  • consumerSecret: " your consumer secret "
  • grantType: password
  1. Save & Run your project file.

3. aiv​

  • aiv is a Business Intelligence application for both personal and business use.

  1. Start your server & launch aiv.

  2. Go to hamburger menu Docusaurus Slash Introduction --> datasource.

  3. Click on Create from the bottom-most toolbar.

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  4. Find Data Endpoints from the search box:

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  5. Click on Data Endpoints & fill in the details as shown:

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  6. Click on the TEST CONNECTION button & one message is shown for Connection Successful.

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  7. Click on the OK & SAVE button & Go to the Datasource section in aiv.

  8. Select created Datasource & click on Create Dataset from the bottom-most toolbar.

  9. Give your dataset the name S_contacts.

  10. In query box write your query as shown. (User can get the query from the readme file available in the project zip file)

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  11. Click on the PREVIEW button & data of contacts is shown.

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  12. Click on SUBMIT button & your dataset is created.

  13. To know how to create dashboard using this dataset follow this link.