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To install the adapter:

1. Copy the installation files for the iWay Application Adapter for Salesforce to the following directory:

   iway_home\lib

   where:

   iway_home

   Is the root installation directory for iWay Service Manager (for example, iWay7).

   For more information, see iWay Application Adapter for Salesforce Installation Files.

2. Ensure that you have added the public IP address of each server that is used to run iWay Service Manager to the Salesforce trusted IP addresses group.

   For more information, see How to Add a Public IP Address to the Salesforce Trusted IP Addresses Group.

   Note: You can view your current IP address by executing the ipconfig command from a command console. However, this may not be the address that your service provider exposes to the Internet. To verify your address, access the following URL:

   http://whatismyipaddress.com/

3. Ensure that your Salesforce user account is API Enabled and has a password that does not expire.

   For more information, see How to Configure Your Salesforce User Account.

4. If required, obtain your Salesforce security token from the Salesforce setup.

   For more information, see How to Obtain a Salesforce Security Token.

   This is only required if you are going to connect to Salesforce from an IP address that is not included in the Salesforce trusted IP addresses group.

   Note: It is strongly recommend that you do not use the Salesforce security token when defining a target using iWay Explorer.

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To add a public IP address to the Salesforce trusted IP addresses group:

1. Log on to the Salesforce web console.
2. Click Setup.

   The Personal Setup page opens.

   

3. In the left pane, expand Security Controls and click Network Access.

   The Network Access page opens.

   

4. Click New.

   The Network Access - Trusted IP Range Edit page opens.

   

5. Enter a range of valid IP addresses that you want to add to the Salesforce trusted IP addresses group.
6. Click Save.

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To configure your Salesforce user account:

1. Log on to the Salesforce web console.
2. Click Setup.

   The Personal Setup page opens.

   

3. In the left pane, expand Manage Users and click Profiles.

   The User Profiles page opens.

   

4. Click Edit to the left of the existing profile name.

   The Profile Edit page opens.

   

5. Scroll down to the Administrative Permissions section and ensure that the API Enabled and Password Never Expires options are activated. Note: API access may incur increased usage of your salesforce.com account.
6. Click Save.

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To obtain a Salesforce security token:

1. Log on to the Salesforce web console.
2. Click Setup.

   The Personal Setup page opens.

   

3. In the left pane, expand My Personal Information and click Reset My Security Token.

   The Reset Security Token page opens.

   

4. Click Reset Security Token.

   The following page opens.

   

   Your new security token is sent to the email address that is associated with your Salesforce user account. Note that after you reset your security token, your existing security token is no longer valid.