[SPIKE] Salesforce integration with Wagtail

[data-sync-user]

Investigation required on how can salesforce be integrated with our current instance of Wagtail.

┆Issue is synchronized with this Jira Bug

[data-sync-user]

➤ diego commented:

After investigating the potential ways to integrate Salesforce with Wagtail, I present below the findings, considerations, and configurations required.

Considering that a Salesforce account already exists, we can consider the follwing:

• The best way to achieve a smooth integration between Salesforce and Wagtail, is via REST API, due to the need of a programmatic and secure access. In order to make use of REST API resources, we must create a connected app and an OAuth 2.0 authorization flow in Salesforce.
• After the App is created we need to enable OAuth 2.0 protocol in settings for API integration so we can use a connected app to request access to Salesforce data on the behalf of an external application.
• We also need to retrieve the access token in order to be able to access Salesforce data. (docs ( https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart_connecting.htm ))
• Once the authentication process is completed, we can request the API and use the resources available and interact with the information inside of Wagtail models and/or throughout the whole application.

Recommendations:

• Sign up for Salesforce Developer Edition. “Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development. To sign up for a Developer Edition account, go to http://developer.salesforce.com/signup ( http://developer.salesforce.com/signup|smart-link ) .”
• It would be great if we can add to the ticket scope or define some specific actions/events we are looking for with this integration, for example what kind of data we are expecting to GET/POST from/into Salesforce.

Simon Acosta Torres Nancy Tran

Let me know your comments.

[data-sync-user]

➤ Genevieve Baldassano commented:

Mary Helen Ybarra Johnson FYI