In order to use a Logi application with Salesforce you will need:
- An account and credentials for Salesforce. Developers who want to use their free test service can get credentials at: http://developer.force.com/gettingstarted.
Connection.Salesforce element uses the Salesforce API, which is not available for all versions of Salesforce. For example, it is not enabled for the Professional version. Ensure that your organization is using a version of Salesforce that makes the API available before proceeding.
Your credentials will include a "security token", which is concatenated with your Salesforce password, when configuring the Connection.Salesforce element. This token can be generated by logging into Salesforce, clicking Setup, and then going to the My Personal Information section. Click Reset Security Token to have a new token emailed to you. This token is machine address-dependent and may need to be reset if you move your application to another machine.
- When your finished application runs, it obviously needs to be able to access the Internet in order to interact with the web service. There may be firewall and security implications for you to consider.
- Logi reports built using Salesforce data can be exported to other formats, such as PDF, Excel, and Word.
Salesforce.com has discontinued support for communications using the TLS 1.0 protocol. If you're using Connection.Salesforce, or REST or SOAP API connections to Salesforce, you need to upgrade to Logi Info v12.2-SP4 or later, which supports the TLS 1.1 and 1.2 protocols, in order to continue to connect when your Salesforce instance is changed. In addition, Java applications must use Oracle JDK 8+ or OpenJDK 8+ to use the appropriate protocol version.