Synchronization between Nextian RMM and Salesforce takes place via Salesforce REST API and is controlled by the RMM; however, the transfer of data is bi-directional.
The following are required to pair your Salesforce with the RMM:
- A designated user account with Username, Password, API Token and a permission to set object audit fields
- A connected app with Consumer Key and Consumer Secret
Obtaining user details & security token
- Create or designate Salesforce user for RMM authentication
- Go to My Settings → Personal → Reset Security Token (the security token will be sent via email)
- Note the username, password and token
| Important | If Reset Security Token option is not available, contact your system administrator (most likely this will be due to security restrictions and trusted IP ranges). |
Creating a connected app
Connected app is not part of the package & must be created manually.
- Create connected application (Setup → AppManager) in Salesforce following these instructions using the following parameters:
Parameter Value Name Nextian Connect API Name Service_Analyzer_Connect Enable OAuth Settings Checked Callback https://login.salesforce.com/services/oauth2/success Selected OAuth scopes Access and manage your data (API) Require Secret for Web Service Flow Checked Permitted Users (in OAuth Policies) All users may self-authorize — this setting can be further restricted as needed - Note connected app Consumer Key and Consumer Secret (Setup → App Manager → Nextian Connect → View)
- Provide all the five parameters (username, password, token, consumer key and consumer secret) in RMM configuration
| External IDs All objects in the Salesforce App that are synchronized with the Nextian RMM use a Salesforce External ID field called External_Id__c. |
