Salesforce Integration

Salesforce

Salesforce integration enables the updating of both Open eLMS and Salesforce through a single system.

Authentication

In order to connect the two systems, the Salesforce administrator will need to provide:

• Enterprise WSDL XML file *
• Security token

* WSDL is an XML format for describing network services as a set of endpoints operating on messages containing either document-oriented or procedure-oriented information. This can be generated by administrator of the Salesforce application who can also provide a suitable security token.

You will also need a valid Administrator user name and password for running the authentication procedure.

If you go to Administrator > System Setup > APIs then enter the information there as below. This will authenticate and cause a link between the two systems. The permissions granted are listed in the grey box below - this allows you to see what functionality is available to you via Salesforce API calls.

Using the API

API calls can be utlised between the two systems. Consult the Salesforce API documentation for details on how this can be done - this would usually be carried out in-house by eLearning WMB on your behalf.