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

1. Log on to the SFX server as an instance user, for example: sfxlcl41.
2. Start the ServerAdmin Utility:

server_admin_util

3. Choose

​3 Change Passwords
5 Generate encrypted password for use in configuration files

4. Enter the current SalesForce USERNAME (not password) as value to encrypt.

Generate encrypted password for use in configuration files Please select [1-5,q,m]: 5
Please enter password to encrypt:****** <password, no output visible>
[Enter]
Confirm password:****** <password, no output visible>
[Enter]
Your encrypted password is: "378686c673535303236303"

5. Edit the CRM configuration file:

cn
vi sfx_crm.config

6. Copy/paste the encrypted username into the "contacts" section of sfx_crm.config as the "crm_encrypted_pass" value:

#contact_name "email" "crm_user_name" "crm_encrypted_pass"
Customer_Lastname    "email"    "SalesForce username"    "378686c673535303236303"

7. Enter values for contact_name, "email" and "crm_user_name" in the "contacts" section.
   Use the contact's SalesForce USERNAME as the "crm_user_name" value in the "contacts" section.
   Make sure all values (except the contact_name) are quoted and separated by TAB.
    
8. Enter the SaleForce URL in server_url value of the "crm_info" section:

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

9. Save and exit the sfx_crm.config file:

:wq

• Article last edited: 23-Mar-2020