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 →  Apps → App Manager and click on the button New Connected App.

3. Fill the Connected App Name box as 'XPLG Integration' and complete the form.

4. Mark the option Enable OAuth Settings and then check also the option Enable for Device Flow.

5. Fill the Callback URL box.

6. On Selected OAuth Scopes, add the permissions ‘Full access (full)'.

7. Uncheck both options “Require Secret for Web Server Flow” and “Require Secret for Refresh Token Flow“.

8. Click Save and the Connected App will be created.

9. Navigate to Setup →  Apps → Connected Apps → Manage Connected Apps and edit the app.

10. Select Relax IP restrictions under OAuth Policies > IP Relaxation and click on 'Save'.

11. Navigate to Setup →  Apps → Connected Apps → App Manager, search for the new connected app and click on ‘View’.

12. Click on the button Manage Consumer Details to view the Consumer Key and Consumer Secret. These are the details required for OAuth authentication for token retrieval.

13. Copy the Consumer Key and Consumer Secret to a safe location.

14. For XPLG integration you'll need - username, password, instance (https://****.salesforce.com), client ID (consumer ID=Consumer Key) 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).