can someone please help me out with how i can go about the Connected System integration between Appian and SFDC. I have read through the docs and I have to get key information from the App Manager ini SFDC. My companys SFDC instance does not currently have Appian in the App Manager. How do i go about getting the information that i need such as the consumer key, consumer secret key etc. from the App Manager? Is this something that requires development on the SFDC instance? I dont want to use the WebAPI approach (assuming that the connected system approach that was introduced in 19.2 has better functionality.)
Also, please note that the following link on this page https://docs.appian.com/suite/help/19.4/Connected_System.html#username-password-oauth-authentication points to an expired link in SFDC. Please let me know.
Provide a single Salesforce user’s credentials to authenticate. All integrations will use a shared Salesforce username and password. Individual Appian users do not need their own Salesforce accounts.
Please see Salesforce Username-Password OAuth documentation for more details.
Thanks
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Hi Nadia,
When you click on the above link, it will directly taking you to Spring version v48.0 which is not available.
Please select Winter 20, v47.0 from the list , it will take you to the correct page which you are looking about it.
Hope this helps.
Thanks.
We faced something similar integrating our marketing automation platform with our CRM. It was a Level Devil nightmare of mismatched data fields and conflicting workflows! Ugh, the pain is real. To get Appian into your App Manager, you'll likely need to explore App Exchange packages or custom integrations.