VOGO Voice – Knowledge Base

Salesforce

Estimated reading time: 2 min

Database Type: SQL 

Support: Read only

Introduction

Salesforce is a cloud-based, customer relationship management solution that enables better use of sales data by sales personnel across organizations. Inherently, Salesforce sources and targets represent objects in the Salesforce object model. Precisely, Salesforce Objects are database tables that allows to store data specific to the organization in salesforce.

The VOGO Voice Salesforce connector provides easy access to execute the READ only function.

Prerequisites

  • Salesforce database with access to connection credentials
  • Ability to whitelist IP address if the server is behind Firewall
  • Knowledge in writing Salesforce Object Query Language.

Anatomy of Settings

Defining Settings values for Salesforce Connection

Name: It refers to the name assigned to the instance of the connector created.

Username: The user’s username must be unique across all Salesforce organizations and should be in the format of an email address, a typical example being jane@salesforce.com. A user’s username and email address do not have to be the same, and therefore it does not have to be a valid email address.

Password: Salesforce provides each user with a unique username and password that must be entered each time the user logs in. 

Security Token: The Salesforce security token is an alphanumeric key and is case-sensitive. When a Salesforce account is created, the support team at Salesforce will send an email containing the security token. It is to be noted that in case of changing the account password, the security token will be regenerated. To notify of this change and accordingly update the user, an intimation will be sent via email.

🖍Note: The aforementioned credentials will be provided by the Salesforce account holder to setup the connector instance.

Disclaimer: The password/private information is encrypted when saved within the VOGO Voice platform for your security.

Follow the below steps to procure the security token

  1. Look for the email with the subject line salesforce.com security token confirmation from support@salesforce.com in the mailbox of the email address associated with the Salesforce account.
  2. If unable to find the email with security token, the user has to reset the security token.

To do so, login to Salesforce using the Salesforce account. Navigate to Setup which appears in the top right corner, under the user’s name.

3. In the menu on the left, under Personal Setup, expand My Personal Information, and then click Reset My Security Token.

4. Follow the onscreen instructions. A new email message will be sent with the Security Token value which will resemble the type as shown below.

👍 Note: When a user resets his/her password, the security token resets as well.

Connector Usage

Now that a connector is established it can now be used within any interaction flow. Each usage of the connector will allow different configurations to retrieve different results. Those settings can be either static or dynamic based on the needs.

Anatomy of Configuration

Defining Configuration Values for Salesforce Connector

Name: The name assigned to identify the connector and the results data. The assigned name is used every time the connector is called to action through the components in the interaction builder platform.

Query: SOQL is the specifically designed query language for Salesforce data. It is structured such that it allows the construction of simple and powerful query strings in select environments. It is syntactically similar to the SELECT statement in the widely used Structured Query Language (SQL). To know more about Salesforce Object Query Language visit https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm  and to learn how to write SOQL SELECT Syntax visit https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select.htm

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