How to use IBM App Connect with Salesforce Account Engagement

Connecting to Salesforce Account Engagement

Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your Salesforce Account Engagement administrator to obtain these values.

General considerations

Before you use App Connect Designer with Salesforce Account Engagement, take note of the following considerations:

• For performing an API call, you need to provide a Business Unit ID. To find your Business Unit ID, complete the following steps:

  1. Log in to your Salesforce account.
     Note: You can choose to update these settings in lightning mode or classic mode.
  2. Click Setup (classic) or click the gear icon, then click Setup (lightning).
  3. Search for Business Unit Setup in the Quick Find box, then select Business Unit Setup.
  4. On the Business Unit Setup page, under the Assign Business Unit Admins for Setup section, copy the value for the Business Unit ID.
     
• If you enable the Salesforce Connected Campaigns feature, the Create campaign action in the Salesforce Account Engagement connector will not work and results in an error. So, make sure that the Salesforce Connected Campaigns feature is disabled to use the Create campaign action. For more information, see Connect Account Engagement and Salesforce Campaigns and Error Codes and Messages on the Salesforce Help page.

  

• Salesforce Account Engagement will only support v4 and v5 API and not v3 API. There are some actions (for example, Create campaign) that are not supported in v5 API, so, in this case, we use v4 API. For more information about enabling v4 API, see Account Engagement API Versions on the Salesforce Developers page.
  Note: Allow Multiple Prospects with the Same Email Address (AMPSEA) was enabled by default after June 14, 2016 (so, v4 API is enabled by default). Whether your business unit was created after that date or an admin enabled this feature, it can’t be turned off.
• (General consideration) You can see lists of the trigger events and actions that are available on the Applications and APIs page of the App Connect Designer.

  For some applications, the events and actions depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.

• (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.

Events and actions

Salesforce Account Engagement events

These events are for changes in this application that trigger a flow to start completing the actions in the flow.

Salesforce Account Engagement actions

Your flow completes these actions on this application.