Installing the subscription
Go to Subscriptions Management and click Search Certified Integration Marketplace and Subscribe.
Click the Salesforce Integration title.
Click the Subscribe button.
Enter the name of the subscription and select a version. It can be set to any relevant and unique subscription name within the company where this subscription is created.
Format: [Product Name] - [Environment/Purpose]
Example: Salesforce – Release
Select Create Default Mappings(recommended).
NOTE: If you don’t want to create default mappings and want to create all mappings from scratch by yourself then un-check this box. |
Provide the API URL (required)
Provide the API endpoint for your Salesforce instance. This URL is specific to your Salesforce instance.
To initiate OAuth 2.0 Flow and generate an access token for communicating with Salesforce via APIs, follow these steps:
Go to the Salesforce Subscription that was created.
Click the Authentication icon found in the top toolbar.
A new browser window will open that will request permissions for the application; It might ask you to log in first in case you are not yet logged into your Salesforce instance. Click Allow.
After a confirmation page is displayed, close the next page.
Once you refresh the iPaaS.com subscription, the access and refresh token values should appear if the process was successful.
NOTE: Salesforce OAuth 2.0 access tokens expire and are deleted from the subscription. Refresh Token regenerates the access token. |
Reset the OAuth permissions if required
In your Salesforce subscription in iPaaS, use the Delete (trash) icon to remove any previous access tokens, and lastly the OAuth status. This is the trash icon at OAuth callbacks manually deleted.
IMPORTANT! DO NOT use the Delete (Trash) icon in the toolbar at the top of Subscription Settings. This will delete the entire subscription
Click the Authentication icon again to retry the OAuth process from your iPaaS subscription.
API Throttle Limit
Throttle limits protect system performance and stability by controlling how many API requests can run at the same time, ensuring fair usage across all integrations and accounts. This prevents any single integration or user from overwhelming Oracle ERP with too many requests at once, which could slow down or crash the system.
The number of available API calls in Salesforce is determined by your subscription tier and the number of licenses you've purchased. To avoid exceeding your limit, we recommend calculating the optimal delay between each API call. Use this simple formula to determine your rate:
Total available API calls/Total minutes in 24 hours = Calls per minute
For example, a total of 150,000 calls over 24 hours comes out to approximately 104.16 calls per minute (150,000/1,440). To distribute these calls evenly, your application should make about 104 calls every minute. Rounding down to a whole number is a safe practice.
Find more information at API Request Limits and Allocations.
Default Values:
API Throttle Limit: 500
API Throttle Seconds: 60
API Throttle Seconds:
Sets the time period (in seconds) for monitoring API requests against the limit. If too many requests are sent during this time, additional requests are blocked until the time period starts over.
Default Value: 60 seconds
Range: 60 seconds
Concurrent Connections:
This setting specifies the maximum number of simultaneous API requests (connections) that Salesforce can process for a specific integration and user. When this limit is exceeded, additional requests are either queued or rejected until active connections are complete.
The number of concurrent connections allowed varies depending on your Salesforce edition. Note that API calls taking less than 20 seconds have no hard limit on concurrent connections.
Find more information at API Request Limits and Allocations.
Otherwise, the limits are:
Developer Edition and Trial orgs: 5
Production Orgs and Sandboxes: 25
Post-Installation Verification
After completing the installation, perform these tests to verify the installation.
Data Sync Test
Initiate a sample data pull. (To iPaaS.com)
Initiate a sample data push. (From iPaaS.com)
Functionality Test
Run an end-to-end business process.
Validate key features like field mappings, workflow triggers, and logging.
Review integration logs in iPaaS.
Support and Troubleshooting
Click the Help button on any iPaaS.com page to contact Support or to search our documentation. Additional resources include:
Documentation: API Introduction
Support Portal: iPaaS Support Portal
Contact Information: Contact iPaaS