DocumentationAEM as a Cloud ServiceUser Guide

Configure Salesforce for AEM Forms configure-azure-storage

Last update: Thu Feb 13 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • User
  • Developer

Experience Manager Forms Data Integration provides Salesforce Cloud Services to integrate Adaptive Forms with OOTB Form Data Model (FDM). The Adaptive Forms can then interact with Salesforce servers to enable business workflows. For example:

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

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
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.

  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 Salesforce 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):

  1. Navigate to Adobe Experience Manager > Forms > Data Integrations.
  2. 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.

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