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 IDsAll objects in the Salesforce App that are synchronized with the Nextian RMM use a Salesforce External ID field called External_Id__c. |