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AEM 6.5 | Click here |
AEM as a Cloud Service | This article |
Experience Manager Forms Data Integration provides Microsoft® Dynamics 365 and Salesforce cloud services to integrate adaptive forms with out of the box Form Data Models. The Adaptive Forms can then interact with Microsoft® Dynamics 365 and Salesforce servers to enable business workflows. For example:
Microsoft® Dynamics 365 and Salesforce cloud services and Form Data Models are available out of the box on the AEM Forms Server after you set up a development project for Forms based on Experience Manager archetype.
Microsoft® Dynamics 365 and Salesforce cloud services and Form Data Models are available out of the box only if you set up an Experience Manager Forms as a Cloud Service project based on AEM Archetype 30 or later.
Before configuring the Salesforce cloud services, ensure that you perform the following tasks:
Create a connected OAuth-enabled Salesforce application. When you are creating the connected Salesforce application, specify the callback URL in the following format:
https://'[server]:[port]'/libs/fd/fdm/gui/components/admin/fdmcloudservice/createcloudconfigwizard/cloudservices.html
Where server and port refer to the hostname and port number for the AEM Forms Server.
While creating the connected Salesforce application, specify full
and offline_access
as the values for the OAuth scope.
Take a note of the values for the client ID (referred to as Consumer Key) and client secret (referred to as Consumer Secret) for the connected application.
Perform the following steps to configure the Salesforce cloud service:
DappTitle
while generating the AEM archetype project.full
and offine_access
values separated by a space) in the Authorization Scope field.A Salesforce Form Data Model is available out of the box on the AEM Forms Server after you set up a development project for Forms based on Experience Manager archetype.
To access the Form Data Model, navigate to Adobe Experience Manager > Forms > Data Integrations. The list of available folders include a folder with the title specified for DappTitle
while generating the AEM archetype project. Tap the folder name, select the Salesforce Data Model, and tap the Edit icon to view the form data model.
After configuring the Salesforce Cloud Config service, you can integrate adaptive forms with out of the box Salesforce Data Model.
Before configuring the Microsoft® Dynamics 365 cloud service, ensure that you perform the following tasks:
Register an application for Microsoft® Dynamics 365 with Azure Active Directory. When you are creating the connected Microsoft® Dynamics 365 application, specify the Reply URLs in the following format:
https://'[server]:[port]'/libs/fd/fdm/gui/components/admin/fdmcloudservice/createcloudconfigwizard/cloudservices.html
Where server and port refer to the hostname and port number for the AEM Forms Server.
Take a note of the values for the client ID (also referred to as Application ID) and client secret for the connected application.
Perform the following steps to configure the Microsoft® Dynamics 365 cloud service:
DappTitle
while generating the AEM archetype project.Enter the value for the Service Root field. Go to the Dynamics instance and navigate to Developer Resources to view the value for the Service Root field. For example, https://<tenant-name>.dynamics.com/api/data/v9.1/
Specify the client ID (referred to as Application ID) and client secret for the connected application.
Replace {tenant}
with a tenant ID in the OAuth URL, Refresh Token URL, and Access Token URL fields.
Specify the dynamics instance URL in the Resource field to configure Microsoft® Dynamics with a Form Data Model. Use the Service Root URL to derive the Dynamics instance URL. For example, https://<tenant-name>.dynamics.com
.
Specify openid
in the Authorization Scope field for authorization process on Microsoft® Dynamics 365.
Log in with your Microsoft® Dynamics 365 credentials and accept to allow the cloud service configuration to connect to Microsoft® Dynamics 365 service. If the connection is successful, you are redirected to the Microsoft® Dynamics 365 cloud service configuration page, which displays a success message.
A Microsoft® Dynamics 365 Form Data Model is available out of the box on the AEM Forms Server after you set up a development project for Forms based on Experience Manager archetype.
To access the Form Data Model, navigate to Adobe Experience Manager > Forms > Data Integrations. The list of available folders include a folder with the title specified for DappTitle
while generating the AEM archetype project. Tap the folder name, select the Microsoft® Dynamics 365 Data Model, and tap the Edit icon to view the form data model.
After configuring the Microsoft® Dynamics 365 Cloud Config service, you can integrate adaptive forms with out of the box Microsoft® Dynamics 365 Data Model.