Edit and Search External Certinia Objects in Salesforce Connect

CData Connect Server, enables you to access Certinia data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce1 Mobile App. In this article, you will use CData Connect Server and Salesforce Connect to access external Certinia objects alongside standard Salesforce objects.

Configuring Connect Server

To work with live Certinia data in Salesforce Connect, we need to connect to Certinia from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Certinia data.

Add a Connect Server User

Create a User to connect to Certinia from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Certinia from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Certinia" from Available Data Sources
3. Enter the necessary authentication properties to connect to Certinia.
   
   

   There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

   Authenticating with a Login and Token

   Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

   To disable the security token:

   1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
   2. Add your IP address to the list of trusted IP addresses.

   To obtain the security token:

   1. Open the personal information page on certinia.com.
   2. Click the link to reset your security token. The token will be emailed to you.
   3. Specify the security token in the SecurityToken connection property or append it to the Password.

   Authenticating with OAuth

   If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

   Connecting to Certinia Sandbox Accounts

   Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Certinia OData Endpoints in Connect Server

After connecting to Certinia, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Certinia database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the table definition to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Certinia Data as an External Data Source

Follow the steps below to connect to the feed produced by the API Server.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click New External Data Source.
3. Enter values for the following properties:
   • External Data Source: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".

   • URL: Enter the URL to the OData endpoint of the API Server. The format of the OData URL is CONNECT_SERVER_URL/api.rsc/

4. Select the Writable External Objects option.

5. Select JSON in the Format menu.

6. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access the API Server, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter the username for a user known to CData Connect Server.
   • Password: Enter the user's authtoken.

Synchronize Certinia Objects

After you have created the external data source, follow the steps below to create Certinia external objects that reflect any changes in the data source. You will synchronize the definitions for the Certinia external objects with the definitions for Certinia tables.

1. Click the link for the external data source you created.
2. Click Validate and Sync.
3. Select the Certinia tables you want to work with as external objects.

Access Certinia Data as Salesforce Objects

After adding Certinia data as an external data source and syncing Certinia tables as external objects, you can use the external Certinia objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

• Create reports of external objects:

• Create, update, and delete Certinia objects from the Salesforce dashboard:

Simplified Access to Certinia Data from Applications

At this point, you have a direct connection to live Certinia data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in applications like Salesforce, refer to our Connect Server page.