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AEM salesforce Integration: Salesforce Export workflow OOTB

AEM 6.2/6.3 - Salesforce Integration


AEM Salesforce Integration 
AEM provides the out of the box work flow to export the user generated content to sales force as leads.

Configurations from AEM and Salesforce to Export the data from AEM 6.2 to salesforce:

step1: Go to the cloud configurations in the miscadmin
step2: click the new and create the cloud service.
step3: Salesforce by default provides the development environment. where we can go and create the account and set up the app. so now register on line and create the account. click here to register
step 4: Once the user logged in to the developer sales force account navigate to  https://ap5.lightning.force.com/one/one.app#/home
step5: Click the gear icon on the top right then under that click set up.You will be navigated to https://ap5.lightning.force.com/one/one.app#/setup/home In the left side menu under platform tools expand apps. Under that click app manager. Create a new connected app by clicking the new connected app button. Enter details.



Step:6 click on Enable OAuth settings
Step:7 Add the below two OAuth scopes - Add the additional scopes if required
Access and manage your data (api). Perform requests on your behalf at any time (refresh_token, offline_access)
Specifiy the call back URL -click here to get the url  miscadmin then save

step:9 wait for 10 mins to get the configurations in place in SF
step:10 now copy the customer scret and key from the app and add in the cloudservices 
step:11 once we click save. salesforce page will show up asking access to allow..
you will get the connection successful..


Comments

  1. Good Post!! Thanks for sharing .
    Know more about salesforce Integration @www.capitalinfosol.com/courses/salesforce-integration
    We Top in SFDC - Learn more through
    www.youtube.com/channel/UCiXoPOGopbQVg7-hWOzBqbA @salesforce training videos

    ReplyDelete

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