Integrating SalesForce and SFX

Description

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

Resolution

• Log on to the SFX server as an instance user, for example: sfxlcl41.
• Edit the CRM configuration file:

cn
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.

EXAMPLE:
#contact_name "email" "crm_user_name" "crm_encrypted_pass"
John    "john@mylibrary.com"    "john@mylibrary.com"    ""

• Enter the SalesForce URL in server_url value of the "crm_info" section:

server_url "https://exlibris.secure.force.com/antwoord/services/apexrest/xmlservice/"

• Save and exit the sfx_crm.config file:

:wq

• Article last edited: 01-Feb-2021