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            Connecting Salesforce Cloud Services with Adobe Experience Manager (Managed Package)

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            3. Omnistudio for Managed Packages

            Connecting Salesforce Cloud Services with Adobe Experience Manager (Managed Package)

            For the managed package runtime, after setting up and configuring Adobe Experience Manager to use with Omniscript, connect AEM to Salesforce.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            The steps on this page outline how to connect Salesforce and AEM. The connection setup is not part of the Vlocity package. For more information on connecting Salesforce to AEM, see Integrating with Salesforce.

            1. Log into your Salesforce org and create your Connected App. In the API section, check Enable OAuth Settings, and add Full access(full), and Perform request on your behalf at any time (refresh_token, offline_access) to your Selected OAuth Scopes.
            2. Enter a Contact Email, and leave the tab open.
            3. After creating app, it can take up to ten minutes to take effect. Click Manage to set up connection policies. Once the page loads, click Edit Policies.
            4. Ensure that the Refresh Token Policy is set to Refresh token is valid until revoked and under Session Policies the Timeout value is set to --None–. You need the Consumer key and Consumer secret for step 6 of this process.
            5. Open your AEM instance and click the main logo in the top left corner.
            6. Click the Tools icon, and select Deployment.
            7. Select the Cloud Services card and scroll down to the Salesforce section. Click Show Configurations.
            8. Click the [+] link located to the right of Available Configurations and enter the necessary information and click Create. This opens a new page and modal for the Cloud Services Configuration.
            9. To create consistency across platforms, enter the name of the Connected App that you created in Salesforce into the Title and Name fields of the AEM Configuration modal. Leave the modal open.
            10. Navigate back to the Connected App page in Salesforce.
            11. In Callback URL, enter the AEM URL that has Administrator Access: http://localhost:4502/etc/cloudservices/salesforce/testsalesforceconnect.html where testsalesforceconnect is the title of your Cloud Services connection.
            12. Navigate back to the Connected App page and paste the URL into the Callback URL field.
            13. Click Save.
            14. From the Connected App record page, copy the Consumer Key.
            15. Return to the AEM modal and paste the Consumer Key into the Customer Key field.
            16. From the Connected App record page, copy the Consumer Secret.
            17. Return to the AEM modal and paste the Consumer Secret into the Customer Secret field.
            18. Click Connect to Salesforce. This brings you to a login screen for Salesforce. Log in to the appropriate org and click Allow. A modal window will pop up indicating that the connection was successful. If you receive an error, wait 10 minutes and attempt to connect again.
            19. Click Ok to save the settings.
            20. Applying the configuration to your website:
              1. In AEM, navigate to your site home page and click the site where you want to add the Salesforce connection.
              2. In the toolbar that appears at the top of the page, click View Properties.
              3. From the site properties page, click the Cloud Services tab.
              4. Click Add Configuration, and select Salesforce.
              5. Click on Configuration Reference, and select the configuration that is titled the same as your Connected App.
              6. Click Save.
             
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