Integration between Appian & Salesforce

Question

We want to do Integration between Appian & Salesforce such that data should get synchronize from Salesforce to Appian and vice-versa.We have requirement of getting Salesforce Object Schema created in Appian Cloud database including relationships. 
 
 We have tried Salesforce Connector in Appian but with this we can only fetch data from Salesforce into Appian Interface & can update/insert/delete Salesforce data from Appian Interface.We want that data to be stored into Appian Cloud database. 
 
 Is there any functionality for doing this or we have to use Webservices

Domen Jemec · Accepted Answer

Note that SFDC integration guidance via REST or SOAP can be found in the playbook: community.appian.com/.../integrating-with-salesforce

Domen Jemec · Answer

@Gawali this is an expression rule that wraps around the Service User based integration call to format the header "Authorization" value for any SFDC interactions. If you look at screenshot for Salesforce_Service_Query, you see that in the integration headers there a call out for the expression rule: "Salesforce_Service_Token_Wrapper" which includes this SAIL outlined 
 
This rule takes the response body from the Call to the token endpoint and concatenates the token type and access token together to form the authentication header value for any followup integrations for SFDC. Note that this is only needed if you are doing integrations on behalf of a service user. If you are using the first method outlined where you are integrating as a specific user, this rule/integration can be skipped and the connected systems will take care of it

legotx · Answer

What you can do is actually create a webAPI endpoint in Appian. Use this webapi like a regular REST API. 
 
 docs.appian.com/.../Designing_Web_APIs.html 
 
Hope this helps.

chandu · Answer

Hi Gawali, 
If you are doing Update/Insert/Delete data in Salesforce from Appian. Then you need to think about how big that data will grow and frequency of the Operations use to Perform. 
1. If that Data is too large then before implementing that synchronizing in Appian DB you can create a support ticket with Appian Team they can give you good guidance. 
2. If that data is not expected to grow big, then you can use web Api' where from Salesforce these WebApi's triggered and can Maintain the DB synchronization. 
3. If you don't want to have it Synchronization Immediately you can have batch job run at midnight which takes care of these Appian DB synchronization. 
 
Thanks, 
Chandra.