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Pre-requisites:
Create a connected app in salesforce account with OAUTH enabled and get the respective
Consumer/Client Key and Consumer/Client Secret. Please note the app should have minimum
of below previlages,
1. Access your basic information (id, profile, email, address, phone)
2. Access and manage your data (api)
3. Perform requests on your behalf at any time (refresh_token, offline_access)
For more information in Connected apps for rest api please find the URL -
https://resources.docs.salesforce.com/sfdc/pdf/api_rest.pdf (Page - 6)
Creating connection:
1. In Connections page click on create and select REST adapter in the available options.
Provide a valid name and click create.
2. In Configure connectivity section,
a. Connection Type : REST API Base URL
b. Connection URL : https://{YOUR_SALESFORCE_URL}.salesforce.com/
Example : https://ap4.salesforce.com/
3. In Configure Security Section :
a. Authorization Token :
https://{login/test}.salesforce.com/services/oauth2/authorize?response_type=c
ode&client_id={YOUR_CLIENT_ID}&redirect_uri=https://{YOUR_OIC_CLOUD_Do
main}:443/icsapis/agent/oauth/callback
b. Access Token :
-X POST
'https://{login/test}.salesforce.com/services/oauth2/token?code=${auth_code}&
client_id={YOUR_CLIENT_ID}&client_secret={YOUR_CLIENT_SECRET}&redirect_u
ri=https://{YOUR_OIC_CLOUD_Domain}:443/icsapis/agent/oauth/callback&grant
_type=authorization_code'
c. Refresh Token :
-X POST
'https://{login/test}.salesforce.com/services/oauth2/token?refresh_token=${refr
esh_token}&client_id={YOUR_CLIENT_ID}&client_secret={YOUR_CLIENT_SECRET
}&grant_type=refresh_token'
Kindly note under Configure security the URLs will change as below,
• For authorization:
Production : https://login.salesforce.com/services/oauth2/authorize
Sandbox : https://test.salesforce.com/services/oauth2/authorize
Configuring endpoint with Rest Adapter connection for Salesforce application to perform
Upsert/Patch Operation:
1. Drag and drop the configured REST Adapter connection on the to the target side or
Invoke side.
2. In Basic Info page,
a. Provide the endpoint name.
b. Resource URI.
Example for upsert operation would be
“/services/data/v43.0/sobjects/Account/Account_Ext_Id__c/{External_Id_Value}”
Note: In URI path “Account_Ext_Id__c” is a field defined as type “External Id” in
Salesforce and “External_Id_Value” is the parameter which we need to map in the
request mapper to pass the value dynamically at runtime.
c. Select action as “PATCH”.
d. Select checkboxes for configuring request and response payloads.
You can leave response payload if not required.