To Configure the Salesforce Data Provider

To configure the Salesforce Sync data provider, which is predefined in the system, perform the following steps on the Data Providers (SM206015) form:

  1. In the Name box, select Salesforce Sync.
  2. Select the Active check box.
  3. On the Parameters tab, specify the following settings:
    • TokenRequestUrl: https://login.salesforce.com/services/oauth2/token (or https://test.salesforce.com/services/oauth2/token for Salesforce Sandbox)
    • ConsumerKey: The consumer key previously copied from Salesforce (see To Create a Connected App in Salesforce)
    • ConsumerSecret: The consumer secret previously copied from Salesforce (see To Create a Connected App in Salesforce)
    • Login: The login of the Salesforce user account under which data will be synchronized
    • Password: The password of the Salesforce user account under which data will be synchronized
    • SecurityToken: The security token obtained for the Salesforce user account under which data will be synchronized (see To Obtain a Salesforce Security Token)
    • SyncID: Acumatica_NoteID__c, which is a required field for successful data synchronization (see To Create Custom Fields in Salesforce)
    • MaxLongOperations: The maximum number of event processing threads that can be executed concurrently during real-time synchronization of data.
  4. Click Save.