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Create a Salesforce Site for the Send2CRM public API. In Salesforce, Setup:
Find and click Sites (under Sites and Domains). If you have not previously set up a site, accept the terms of use and click Register My Salesforce Site Domain.
Click New to create a new site.
If the site will only be for Send2CRM use, we recommend the following settings:
Site Label: Send2CRM
Site Name: Send2CRM
Active Site Home Page: Unauthorized
Inactive Site Home Page: None
Site Template: None
Click Save.
Click the Activate button to make sure the Site is Active
If the site will not be used for other purposes we recommend you Edit the Site Visualforce Pages and remove all except Unauthorized. After the site has been created, access this setting from the Site Label link on the Sites page.
Click Public Access Settings, and find the Enabled Apex Class Access section. Click Edit and add access to send2crm.PublicApiService. After the site has been created, access this setting from the Site Label link on the Sites page.
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It is also possible to include the Send2CRM endpoints on a site that serves other content, configure as desired. We do recommend a dedicated site if possible, as Salesforce bandwidth and request time limits are applied per-site. |
The When running via the public API, Send2CRM inherits all permissions of the configured Default Record Owner will be the owner of any objects created via the Send2CRM client. Set this to a user that is assigned the send2crm Administrator permission set so that all actions can be performed.
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It can take a few minutes for Salesforce to complete the setup of a new Site. If you experience unusual errors with Send2CRM communication shortly after adding the Site, try again in 10-15 minutes. |
Cross-Origin Resource Sharing (CORS)
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