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Salesforce Connectivity Solutions

Execute Stored Procedures to Salesforce in BizTalk



You can use stored procedures provided by the CData BizTalk Adapter for Salesforce to automate working with Salesforce data in BizTalk. Stored procedures implement actions available in the underlying API.

Stored procedures implement Salesforce actions that cannot be represented as SELECT, INSERT, UPDATE, and DELETE statements. This article shows how to generate a schema for a stored procedure. You can use the schema to execute the stored procedure from a send port.

Add the Adapter to Your Project

Use the Add Adapter wizard to add the adapter to a BizTalk Server project in Visual Studio. The adapter will return metadata about the inputs of the stored procedure and its results. This metadata is needed to create the schema.

  1. Right-click on the project in the Solution Explorer and click Add -> Add Generated Items.
  2. Select Add Adapter Metadata in the resulting dialog box.
  3. In the resulting Add Adapter wizard, select the adapter from the list.
  4. In the Port menu, leave the selection blank. Or, select a receive location or send port that has been configured to use the Salesforce Adapter.
  5. On the Connection String page, enter authentication credentials and other connection properties if they were not already configured in the send port or the receive location.

    Below is a typical connection string:

    User=username;Password=password;SecurityToken=Your_Security_Token;

    There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

    If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

    SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

Generate the Schema

After you enter connection properties in the Add Adapter wizard, the Schema wizard is displayed.

  1. On the next page, Schema Information, select the Send Port that you have configured to use the Salesforce Adapter.
  2. If you have configured the CData Salesforce Adapter in a solicit-response send port, disable the One-Way option.
  3. In the Command Type menu, select Stored Procedure.
  4. Select the stored procedure from the menu and enter the values for the input parameters.
  5. Confirm the settings in the summary displayed by the wizard and click Finish to generate the schema.xsd file.

Processing Schemas

To use schemas in a simple BizTalk application, see the tutorial.