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    Integrating SalesForce and SFX

    • Product: SFX    
    • Product Version: 4
    • Relevant for Installation Type: Dedicated-Direct, Direct, Local


    Desired Outcome Goal:
    Using the "Send to Ex Libris" form in KBManager or the 'KnowledgeBase Change Requests' section with SalesForce.


    • Log on to the SFX server as an instance user, for example: sfxlcl41.
    • Edit the CRM configuration file:
    vi sfx_crm.config
    • Copy/paste the encrypted username into the "contacts" section of sfx_crm.config:
    #contact_name "email" "crm_user_name" "crm_encrypted_pass"
    Customer_Lastname    "email"    "SalesForce username"    ""
    • Enter values for contact_name"email" and "crm_user_name" in the "contacts" section.
      • contact_name - your name or name of your institution
      • "email" - your contact email displayed in Support Portal / SalesForce
      • "crm_user_name" - the very same value as "email"
      • "crm_encrypted_pass" is not required any more, it remains empty or "" can be removed.

    Make sure all values (except the contact_name) are quoted and separated by TAB.

    #contact_name "email" "crm_user_name" "crm_encrypted_pass"
    John    ""    ""    ""


    • Enter the SalesForce URL in server_url value of the "crm_info" section:
    server_url ""
    • Save and exit the sfx_crm.config file:

    • Article last edited: 01-Feb-2021