Salesforce Account Engagement policy
A Salesforce Account Engagement policy contains the connection details that are used by a Salesforce Account Engagement Request node when connecting to a Salesforce Account Engagement application.
You can use a Salesforce Account Engagement Request node in a message flow to connect IBM® App Connect Enterprise to Salesforce Account Engagement applications and issue requests to create, retrieve, update, or delete objects such as prospects, users, and visitors. The Salesforce Account Engagement policy controls, at run time, access to the Salesforce Account Engagement application.
The Salesforce Account Engagement policy is created when you configure a connection between a Salesforce Account Engagement Request node and Salesforce Account Engagement by using the Connector Discovery
wizard. During the process of discovery, account credentials are stored in the vault and connection
details are stored in a Salesforce Account Engagement policy. The policy is created with a type of
Salesforce Account Engagement, and the name of the policy is returned to the node
and specified in the Connection tab, in the format
{policyProjectName}:policyName.
You can also create, update, or delete a Salesforce Account Engagement policy by using the Manage Discovery Connector Policies and Credentials wizard, which you can access by right-clicking the policy project in the IBM App Connect Enterprise Toolkit and then clicking .
You must deploy this policy before message flows that use the policy are started. If you redeploy a Salesforce Account Engagement policy, all message flows that are using the policy will be stopped and restarted.
For more information about using Salesforce Account Engagement policies, see Using Salesforce Account Engagement with IBM App Connect Enterprise.
| Property | Property name in .policyxml file | Description of properties |
|---|---|---|
| Credential Name | credentialName | This property specifies the name of the credential that will be used for the
connection to Salesforce Account Engagement. The specified credential can be defined during connector discovery and stored in the vault. Alternatively, you can specify an existing credential that was configured by using the mqsicredentials command or the server.conf.yaml file, or loaded through an external credential provider. |
| API URL | endpointUrl | This property specifies the Salesforce Account Engagement API server URL to override the
default URL. By default, the URL is set to https://pi.pardot.com. |
| Salesforce Account Engagement Authentication method | authenticationMethod | This property specifies the method of authentication that is used for the
connection between IBM App Connect Enterprise and Salesforce Account Engagement. Valid values are
OAUTH2_PASSWORD and BASIC_OAUTH, and must match the set of
properties configured on the referenced credential. |
| Salesforce Account Engagement Application Type | applicationType | This property is reserved for future use and must be set to the value
online. |
| Salesforce Account Engagement Application Version | applicationVersion | This property is reserved for future use and must be set to the value
v1. |