Adding Data from Salesforce

Communication

Make sure XPLG instance(s) can reach your Salesforce instance (usually port 443)

Pre-logging-setup - Salesforce

1. Go to the setup page of your instance as admin

2. Navigate to Setup → App Manager → Create New Connected App
3. Click on New and fill in the Connected App Name, for example 'XPLG Integration'.

4. Fill the other details on the form.

5. Check the Enable for Device Flow to fill callback URL.

6. Enable the OAuth Settings and grant full access. Uncheck the “Require Secret for web server overflow” checkbox and save.

7. Click Save. The Connected App will be created. Click Continue to view the Consumer Key and Consumer Secret.

8. Copy the Consumer Key and Consumer Secret to a safe location.
9. Navigate to Setup → Administer → Manage Apps → Connected Apps.
10. Click on the newly created Connected App. Select Relax IP restrictions under OAuth Policies > IP Relaxation. Save.

11. Navigate to Setup → Administer → Manage Apps → Connected Apps, edit the App.

12. You will find the consumer key and consumer secret there. These are the details required for OAuth authentication for token retrieval.

13. For XPLG integration you'll need - username, password, instance (https://****.salesforce.com), client ID (consumer ID) and client secret (consumer secret).

XPLG - To add a Salesforce log

1. In Add Data pane click on Salesforce.
2. To change a log source, near Source Type, click on the Change button.
3. Create a Salesforce account:
   1. In the Username, enter your Salesforce account username.
   2. In the Password, enter your Salesforce account password.

   3. In the Instance name, enter your Salesforce URL (should be of the form ****.salesforce.com)

   4. In the Client ID (consumer ID) and Client Secret (consumer secret), enter your OAuth credentials. There are exactly the consumer key and consumer secret (respectively) which appear above.
   5. Verify and save.
4. In the Time To Retrieve, select the default past time to retrieve data.
5. Click DONE – XpoLog applies an automated pattern on the incoming log. Verify that data is displayed and parsed properly.
6. Click SAVE and follow one of the following:
   Save & Close – XpoLog saves the new log and points to the logs tree. locate the log in the logs tree and enter the viewer in order to view the log.
   Save & Add Another – XpoLog saves the new log and points to Add Log screen so that you may another log.
   Optionally, defining the basic information of the new log (see Setting Log General Information).