Search External ConstantContact Objects in Salesforce Connect

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

Connect to ConstantContact from Salesforce

To work with live ConstantContact data in Salesforce Connect, we need to connect to ConstantContact from Connect AI, provide user access to the connection, and create a Workspace for the ConstantContact data.

Connect to ConstantContact from Connect AI

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ConstantContact" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ConstantContact.

   Start by setting the Profile connection property to the location of the ConstantContact Profile on disk (e.g. C:\profiles\ConstantContact.apip). Next, set the ProfileSettings connection property to the connection string for Profile (see below).

   ConstantContact API Profile Settings

   ConstantContact uses OAuth-based authentication.

   First, register an OAuth application with ConstantContact. You can do so from the ConstantContact API Guide (https://v3.developer.constantcontact.com/api_guide/index.html), under "MyApplications" > "New Application". Your Oauth application will be assigned a client id (API Key) and you can generate a client secret (Secret).

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ConstantContact Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure ConstantContact Endpoints for Salesforce Connect

After connecting to ConstantContact, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the ConstantContact connection (e.g. API1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to ConstantContact data from Salesforce Connect.

Connect to ConstantContact Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: 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 Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
4. Select JSON in the Format menu.
5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect AI, 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 a CData Connect AI username (e.g. [email protected]).
   • Password: Enter the user's PAT.

Synchronize ConstantContact Objects

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

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

Access ConstantContact Data as Salesforce Objects

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

• Create a new tab with a filter list view:

  

• Create reports of external objects:

  

Simplified Access to ConstantContact Data from Cloud Applications

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