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Configure Microsoft® Dynamics 365 or Salesforce for AEM Forms configure-azure-storage

Last update: Tue Apr 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Experience Manager Forms Data Integration provides Microsoft® Dynamics 365 and Salesforce cloud services to integrate adaptive forms with out of the box Form Data Model (FDM). The Adaptive Forms can then interact with Microsoft® Dynamics 365 and Salesforce servers to enable business workflows. For example:

  • Write data into Microsoft® Dynamics 365 and Salesforce on Adaptive Form submission.
  • Write data in Microsoft® Dynamics 365 and Salesforce through custom entities defined in Form Data Model (FDM) and conversely.
  • Query Microsoft® Dynamics 365 and Salesforce server for data and prepopulate Adaptive Forms.
  • Read data from Microsoft® Dynamics 365 and Salesforce server.

Microsoft® Dynamics 365 and Salesforce cloud services and Form Data Model (FDM) 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.

NOTE
Microsoft® Dynamics 365 and Salesforce cloud services and Form Data Model (FDM) 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.

Configure Salesforce cloud service configure-salesforce-cloud-service

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:

    code language-none 
    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:

  1. On AEM Forms author instance, navigate to Tools hammer > Cloud Services > Data Sources. The list of available wrapper folders includes a folder with the title specified for DappTitle while generating the AEM archetype project.

  2. Select the folder name, select Salesforce Cloud Config, and select Properties.

  3. In the Authentication Settings tab:

    1. Specify the Salesforce Domain URL in the Host field. For example, [Domain-name].my.salesforce.com.
    2. Specify the client ID (referred to as Consumer Key) and client secret (referred to as Consumer Secret) for the connected application.
    3. Specify full offline_access (full and offine_access values separated by a space) in the Authorization Scope field.
    4. Select Connect to OAuth. You are redirected to Microsoft® Dynamics login page.
    5. Log in with your Salesforce credentials and accept to allow the cloud service configuration to connect to Salesforce service. If the connection is successful, you are redirected to the Salesforce cloud service configuration page, which displays a success message.

  4. Select Save & Close to complete the configuration setup.

Access out of the box Salesforce Form Data Model (FDM)

A Salesforce Form Data Model (FDM) 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 (FDM), 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. Select the folder name, select the Salesforce Data Model, and select the Edit Edit icon to view the form data model (FDM).

After configuring the Salesforce Cloud Config service, you can integrate adaptive forms with out of the box Salesforce Data Model.

Configure Microsoft® Dynamics 365 cloud service configure-dynamics-cloud-service

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:

    code language-none 
    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:

  1. On AEM Forms author instance, navigate to Tools hammer > Cloud Services > Data Sources. The list of available wrapper folders includes a folder with the title specified for DappTitle while generating the AEM archetype project.

  2. Select the folder name, select Microsoft® Dynamics 365 Cloud Config, and select Properties.

  3. In the Authentication Settings tab:

    1. 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/

    2. Specify the client ID (referred to as Application ID) and client secret for the connected application.

    3. Replace {tenant} with a tenant ID in the OAuth URL, Refresh Token URL, and Access Token URL fields.

    4. Specify the dynamics instance URL in the Resource field to configure Microsoft® Dynamics with a Form Data Model (FDM). Use the Service Root URL to derive the Dynamics instance URL. For example, https://<tenant-name>.dynamics.com.

    5. Specify openid in the Authorization Scope field for authorization process on Microsoft® Dynamics 365.

    6. 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.

  4. Select Save & Close to complete the configuration setup.

Access out of the box Microsoft® Dynamics 365 Form Data Model (FDM)

A Microsoft® Dynamics 365 Form Data Model (FDM) 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 (FDM), 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. Select the folder name, select the Microsoft® Dynamics 365 Data Model, and select the Edit Edit icon to view the form data model (FDM).

After configuring the Microsoft® Dynamics 365 Cloud Config service, you can integrate adaptive forms with out of the box Microsoft® Dynamics 365 Data Model.

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