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Level 4
October 16, 2015
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Integrating CQ and salesforce and possible options

  • October 16, 2015
  • 6 replies
  • 1529 views

 I am currently working on integrating CQ and salesforce . Only thing I could find is :  http://helpx.adobe.com/cq/kb/salesforce-aem.html  . Is there any material / reference that can help in exploring in what others options CQ  provides to integrate with salesforce. 

 

I see CQ has inbuilt workflow    salesforce-com-export.html , this is currently used  , even for looking at java docs http://dev.day.com/docs/en/cq/current/javadoc/com/adobe/cq/mcm/salesforce/package-tree.html I don't see much options other than a Lead Search.  Please let me know if there are any other options or ways to integrate CQ and salesforce. 

 

Thanks

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Best answer by Sham_HC

Seems like your configuration was the Oauth Scope given to it: Full Access. According to Salesforce [1], Full Access does not return a refresh_token and there is a separate scope for that.  Make sure you have included all the scopes in your salesforce configuration as documented in same kb article step 2 (http://helpx.adobe.com/cq/kb/salesforce-aem/_jcr_content/main-pars/image_0.img.png/DefineApp.png)

[1]   https://help.salesforce.com/htviewhelpdoc?err=1&id=connected_app_create.htm&siteLang=en_US

6 replies

smacdonald2008
Level 10
October 16, 2015

The first link referenced here (http://helpx.adobe.com/cq/kb/salesforce-aem.html) seems to be the best way to integrate CQ and Sales Force. 

 

However -- another option that is available to you is consuming the WSDL exposed by SalesForce:  http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_quickstart_steps.htm -- this talks about getting its WSDL. 

We have 2 discussions about creating a CQ bundle that consumes a web service:

1 - http://scottsdigitalcommunity.blogspot.ca/2012/05/creating-adobe-cq-bundles-that-consume.html

2 - http://scottsdigitalcommunity.blogspot.ca/2012/07/integrating-livecycle-into-adobe-cq.html (this talks about consuming the WSDL exposed by Adobe LiveCycle to invoke LC from CQ). 

So - you can take a similar approach - -create a custom OSGi bundle that consumes the SalesForce WDSL. 

Sham_HC
Level 10
October 16, 2015

Hi Patil,

In case you are looking to display information like Company, Annual Revenue, Lead Source, Lead Status etc in Client context that is possible. For any other requirement follow scott recommendation.

Thanks,

Sham

October 16, 2015

Hi Sham,

    I am trying to integrate CQ with Salesforce by following http://helpx.adobe.com/cq/kb/salesforce-aem.html. Connecting to salesforce with the customer key generated works fine, but checking the customer secret does not work. Attaching the screenshot of the error. 

Sham_HC
Sham_HCAccepted solution
Level 10
October 16, 2015

Seems like your configuration was the Oauth Scope given to it: Full Access. According to Salesforce [1], Full Access does not return a refresh_token and there is a separate scope for that.  Make sure you have included all the scopes in your salesforce configuration as documented in same kb article step 2 (http://helpx.adobe.com/cq/kb/salesforce-aem/_jcr_content/main-pars/image_0.img.png/DefineApp.png)

[1]   https://help.salesforce.com/htviewhelpdoc?err=1&id=connected_app_create.htm&siteLang=en_US

October 16, 2015

Thanks Sham! It worked.

October 16, 2015

Hi Sham,

This link  http://helpx.adobe.com/cq/kb/salesforce-aem.html is redirecting to http://dev.day.com/docs/en/cq/current/administering/integrating-with-third-party-services/integrating-with-salesforce.html .

I am facing one issue while connecting to salesforce " Error in getting access token". I have added both the scopes full access and refresh tokens. Attaching the screen shots. Using AEM 5.6.1