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Installing d.velop connect for Salesforce CRM for d.velop documents on-premises

You wish to install d.velop connect for Salesforce CRM with the connection to d.velop documents on-premises. In the case of on-premises systems, Salesforce and the Salesforce connector must be connected to the d.3one application server. Prepare your infrastructure accordingly. You can obtain more information from Salesforce.

In order to use d.velop connect for Salesforce CRM, you must register the Salesforce app in d.ecs http gateway.

In some cases you may need to register apps manually, as some apps cannot be registered automatically. These include, for example, older apps, third-party apps or apps that were not registered properly.

In this case or similar ones, you will be able to register the app yourself.

This is how it works 

  1. Open the d.ecs http gateway configuration screen and select Apps.

  2. Click Add new app registration and enter the information required to register an app instance.

  3. Click Register.

Specify the following properties when manually registering an app:

  • App: Required. Under App enter the name of the app to which the new app instance will be added.

  • Destination URL: Required. Under Target URL enter the URL with which the new app instance can be accessed.

  • Instance ID: Optional. You can enter an ID under Instance ID. If you do not enter an ID, one will be generated by d.ecs http gateway.

  • Version: Optional. You can enter a version number for your app under Version.

  • Non-sticky session: Standard. With Non-sticky session you can indicate that queries are being routed to any given instances of an app.

  • Sticky session: With Sticky session, you can indicate that a client PC will only be forwarded to the same app instance during a session. This enables you to prevent the app communication from being spread over various cluster nodes. Only use this option for apps that need this option.

Once you have completed the installation, continue with the configuration in Salesforce.