Salesforce

The Salesforce connector lets you perform insert, delete, update, and read operations on Salesforce data.

Supported versions

The connector requires the Web Services API. The Web Services API is supported natively by Salesforce Enterprise, Unlimited, and Developer editions. The Web Services API may be enabled on Professional Edition at an additional cost by contacting Salesforce. The connector defaults to version 56.0 of the Salesforce API.

Before you begin

Before using the Salesforce connector, do the following tasks:

• In your Google Cloud project:
  • Grant the roles/connectors.admin IAM role to the user configuring the connector.
  • Grant the following IAM roles to the service account that you want to use for the connector:
    • roles/secretmanager.viewer
    • roles/secretmanager.secretAccessor

    A service account is a special type of Google account intended to represent a non-human user that needs to authenticate and be authorized to access data in Google APIs. If you don't have a service account, you must create a service account. For more information, see Creating a service account.

  • Enable the following services:
    • secretmanager.googleapis.com (Secret Manager API)
    • connectors.googleapis.com (Connectors API)

    To understand how to enable services, see Enabling services.

  If these services or permissions have not been enabled for your project previously, you are prompted to enable them when configuring the connector.

Configure the connector

Configuring the connector requires you to create a connection to your data source (backend system). A connection is specific to a data source. It means that if you have many data sources, you must create a separate connection for each data source. To create a connection, do the following steps:

1. In the Cloud console, go to the Integration Connectors > Connections page and then select or create a Google Cloud project.

   Go to the Connections page

2. Click + CREATE NEW to open the Create Connection page.
3. In the Location section, choose the location for the connection.
   1. Region: Select a location from the drop-down list.

      For the list of all the supported regions, see Locations.

   2. Click NEXT.
4. In the Connection Details section, complete the following:
   1. Connector: Select Salesforce from the drop down list of available Connectors.
   2. Connector version: Select the Connector version from the drop down list of available versions.
   3. In the Connection Name field, enter a name for the Connection instance.

      Connection names must meet the following criteria:

      • Connection names can use letters, numbers, or hyphens.
      • Letters must be lower-case.
      • Connection names must begin with a letter and end with a letter or number.
      • Connection names cannot exceed 63 characters.
   4. Optionally, enter a Description for the connection instance.
   5. Service Account: Select a service account that has the required roles.
   6. Optionally, configure the Connection node settings (Preview):
      • Minimum number of nodes: Enter the minimum number of connection nodes.
      • Maximum number of nodes: Enter the maximum number of connection nodes.

      A node is a unit (or replica) of a connection that processes transactions. More nodes are required to process more transactions for a connection and conversely, fewer nodes are required to process fewer transactions. To understand how the nodes affect your connector pricing, see Pricing for connection nodes. If you don't enter any values, by default the minimum nodes are set to 2 (for better availability) and the maximum nodes are set to 50.

   Note: You can customize the connection node values only if you are a Pay-as-you-go customer.
   7. Use proxy: Select this checkbox to configure a proxy server for the connection and configure the following values:
   • Proxy Auth Scheme: Select the authentication type to authenticate with the proxy server. The following authentication types are supported:
     • Basic: Basic HTTP authentication.
     • Digest: Digest HTTP authentication.
   • Proxy User: A user name to be used to authenticate with the proxy server.
   • Proxy Password: The user's password.
   • Proxy SSL Type: The SSL type to use when connecting to the proxy server. The following authentication types are supported:
     • Auto: Default setting. If the URL is an HTTPS URL, then the Tunnel option is used. If the URL is an HTTP URL, then the NEVER option is used.
     • Always: The connection is always SSL enabled.
     • Never: The connection is not SSL enabled.
     • Tunnel: The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.
   • In the Proxy Server section, enter details of the proxy server.
     1. Click + Add destination.
     2. Select a Destination Type.
        • Host address: Specify the hostname or IP address of the destination.

          If you want to establish private connection to your backend, do the following:

          • Create a PSC service attachment.
          • Create an endpoint attachment and then enter the details of the endpoint attachment in the Host address field.
   8. Optionally, click + ADD LABEL to add a label to the Connection in the form of a key/value pair.
   9. Click NEXT.
5. In the Destinations section, enter details of the remote host (backend system) you want to connect to.
   1. Destination Type: Select a Destination Type.
      • Host address: Specify the hostname or IP address of the destination.

        If you want to establish private connection to your backend, do the following:

        • Create a PSC service attachment.
        • Create an endpoint attachment and then enter the details of the endpoint attachment in the Host address field.

      To enter additional destinations, click +ADD DESTINATION.

   2. Click NEXT.
6. In the Authentication section, enter the authentication details.
   1. Select an Authentication type and enter the relevant details.

      The following authentication types are supported by the Salesforce connection:

      • OAUTH2_JWT_BEARER
      • Username and password

   To understand how to configure these authentication types, see Configure authentication.

   2. Click NEXT.
7. Review: Review your connection and authentication details.
8. Click Create.

Configure authentication

Enter the details based on the authentication you want to use.

• OAUTH2_JWT_BEARER
  • Connected App Consumer Key: The consumer key provided by Salesforce for the connected app you created.
  • Username: The username associated with the connected app you created.
  • Private Key: Secret Manager Secret containing the contents of the private key file. The private key should match the public key/certificate provided to Salesforce.
  For more information, see Create Salesforce Connection using JWT.

• Username and password
  • Username: The Salesforce username to use for the connection.
  • Password: Secret Manager Secret containing the password associated with the Salesforce username.
  • Security Token: Secret Manager Secret containing case-sensitive alphanumeric code provided by Salesforce for the user.

Entities, operations, and actions

All the Integration Connectors provide a layer of abstraction for the objects of the connected application. You can access an application's objects only through this abstraction. The abstraction is exposed to you as entities, operations, and actions.

Note: You can view the entities, operations, and actions of a connector in the Connectors task.

• Entity: An entity can be thought of as an object, or a collection of properties, in the connected application or service. The definition of an entity differs from a connector to a connector. For example, in a database connector, tables are the entities, in a file server connector, folders are the entities, and in a messaging system connector, queues are the entities.

  However, it is possible that a connector doesn't support or have any entities, in which case the Entities list will be empty. For example, the Pub/Sub connector doesn't have any entity, but only has the publishMessage action.

• Operation: An operation is the activity that you can perform on an entity. You can perform any of the following operations on an entity:
  • List
  • Get
  • Create
  • Update
  • Delete

  Selecting an entity from the available list, generates a list of operations available for the entity. For a detailed description of the operations, see the Connectors task's entity operations. However, it is possible that a connector doesn't support any entity operations, in which case the Operations list will be empty.

• Action: An action is a first class function that is made available to the integration through the connector interface. An action lets you make changes to an entity or entities, and vary from connector to connector. However, it is possible that a connector doesn't support any action, in which case the Actions list will be empty.

System limitations

The Salesforce connector can process a maximum of 28 transactions per second, per node, and throttles any transactions beyond this limit. By default, Integration Connectors allocates 2 nodes (for better availability) for a connection.

For information on the limits applicable to Integration Connectors, see Limits.

Note: The number of Integration Connectors nodes will autoscale dynamically based on your usage. However, if you want to reserve capacity for large volumes without waiting for autoscaling, you can adjust the minimum node value for a connection. More nodes are required to process more transactions for a connection. Conversely, fewer nodes are required if a connection processes fewer transactions. To configure the node values, do the following:

• If you are a pay-as-you-go customer, configure the minimum and maximum node value in the edit connection page.
• If you are a subscription based customer, contact support.

The maximum transactions that a node can handle depends on various factors. So, before adjusting the minimum nodes for better throughput, it is recommended you check if your backend systems are set up optimally to handle the required traffic.

Use the Salesforce connection in an integration

After you create the connection, it becomes available in both Apigee Integration and Application Integration. You can use the connection in an integration through the Connectors task.

• To understand how to create and use the Connectors task in Apigee Integration, see Connectors task.
• To understand how to create and use the Connectors task in Application Integration, see Connectors task.

Get help from the Google Cloud community

You can post your questions and discuss this connector in the Google Cloud community at Cloud Forums.

What's next

• Understand how to suspend and resume a connection.
• Understand how to monitor connector usage.
• Understand how to view connector logs.