Getting Started with Salesforce

Onboarding in Salesforce Connector

We have a Salesforce connector here at Nuxeo, it’s an interesting and important asset.

We think it’s something that is complex but not unreasonably so and that the team would pick it up given a relaxed timeframe.

What does it does is quite straight-forward ⇒

Targeted at Salesforce Sales and Services apps

• binding a folder in Nuxeo and an object (opportunity, case, account, etc.) in Salesforce, for object-level document/media library
• presenting to salesforce users object-contextual lists of documents based on custom metadata queries
• general search across the Nuxeo repository

It requires both a Nuxeo Package and a Salesforce Package.

Hence we can do a little bit of debugging and skilling on this asset without going into a complete deep dive into salesforce. We can focus on the Nuxeo part and work back.

There has not been much client customization with the Salesforce Connector to my knowledge.

Could you take a look at the following as context:

Client Doc Page https://doc.nuxeo.com/nxdoc/nuxeo-for-salesforce/

Client overview

https://university.hyland.com/learn/course/e4140/course-instruction/nuxeo-salesforce-connector?client=hyland

Architecture Doc

Nuxeo Saleseforce Connector-4.pdf

Repo

https://github.com/nuxeo/nuxeo-salesforce

This a VERY important Wiki, it lists the keys and names of the right Sales force side packages

https://nuxeowiki.atlassian.net/wiki/spaces/PROD/pages/1511882792/Salesforce+connector

Testing process, these are the elements we should aim to know

https://nuxeowiki.atlassian.net/wiki/spaces/PROD/pages/1511784469/Test+cases

Tricky Salesforce Steps (we’ll try to do session on these when the rest is up and running)

Salesforce CLI Guide

https://developer.salesforce.com/docs/atlas.en-us.sfdx_setup.meta/sfdx_setup/sfdx_setup_intro.htm

Salesforce Scratch Org Guide

https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_scratch_orgs_create.htm

Salesforce Developer Org

https://help.salesforce.com/s/articleView?id=sf.identity_about_customers_partners.htm&type=5

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Related reading

https://www.infoq.com/news/2020/03/web-components-salesforce-lwc/

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There is an installation guide in the doc, could you try to get as far as you can.

https://doc.nuxeo.com/nxdoc/nuxeo-for-salesforce/#architecture

I think the trickiest part will be “Salesforce Package Installation”

There GitHub and READ ME is a great resource ⇒ https://github.com/nuxeo/nuxeo-salesforce/blob/lts-2021/nuxeo-sfdc/README.md

The Nuxeo Salesforce package is currently made available as an unlocked package. Nuxeo will, longer-term, publish it as a managed package on the Salesforce marketplace.

To install the version of the unlocked salesforce package, that has been validated with the version of the Nuxeo marketplace package installed on your pre-production Nuxeo server instance, using sfdx client:

sfdx force:package:install -p SFpackageID -k nxapp@sfdc

SFpackageID is the salesforce package version ID. You can ask Nuxeo Support for getting the version ID required with the version of the Salesforce package you are installing. This documentation is for version 17 of the Salesforce package.

Here for the Salesforce Package info ⇒ https://nuxeowiki.atlassian.net/wiki/spaces/PROD/pages/1511882792/Salesforce+connector

• Please reach out to Thierry or me when you get to this step, if there are any issues, I’m not expecting it to be one shot done

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Today

⇒ the First step would be to read all the current documentation

=>> Second step would be to install the salesforce package and have a preview inside salesforce

=>> Third step, dig deeper into the code to understand the mechanism behind it.

⇒ We also need to ensure the learning across the installation process is documented

https://nuxeowiki.atlassian.net/wiki/spaces/PROD/pages/3281715251/Salesforce+Onboarding