| K2 blackpearl Help 4.6.11 (4.12060.1731.0) |
| Management and Administration > Environment Setup > Salesforce Integration | Send feedback |
Salesforce.com is a Client Relationship Management (CRM) Services company which markets its product and services online via a web based interface. Users are quickly able to setup an account with Salesforce and thereafter provide the site’s many business oriented tools with data related to their company’s operations. This data is then processed and organized into useful information revolving around their company operations.
K2 blackpearl manages the Salesforce integration using the Service Broker and K2 blackpearl SmartObjects. The data is exposed via the K2 blackpearl environment manager architecture as a SmartObject. Managed in this way, the Salesforce account surfaces and is made available as a native component of the K2 blackpearl environment.
There are various additional resources and extensive documentation available on the Salesforce web site which are accessible once an account has been created.
The focus of the sections in this help file is to assist the developer to integrate their processes with the Salesforce site. Therefore the documentation discusses the K2 blackpearl Integration features, configuration requirements and usage.
For an in depth discussion on the technical aspects of the Salesforce web site, refer to the documentation provided by Salesforce.
The Salesforce site is replete with documentation. You have access to
Once the WSDL (Web Services Description Language) has been downloaded the Administrator is required to generate the required infrastructure for the Salesforce instance. Beyond facilitating a level of integration with the Salesforce site, Administrator level tasks are performed from the Salesforce site and are beyond the scope of this documentation.
Getting Started with Salesforce
| K2 blackpearl Help 4.6.11 (4.12060.1731.0) |