In order to connect to your publicly accessible backend system, install Overcast and set up the Endpoint in the Settings tab, first. Click here for more details.
Add your connection string to the whitelist.
Connection strings are what connect your backend system to Salesforce through Overcast.
You will create two connection strings, one for connecting to your Salesforce instance and the other for your backend system.
1. Select Connection Strings tab (1) and select the New button (2).
2. Create a new Connection String for your Salesforce instance.
Enter a name for your connection string in Connection String Name. Depending on the system the connection string will be created for, please see additional documentation in Application Help > Connection Strings to follow the requirements for each system. The information required for each type of Connection String differs between the backend systems, and each page outlines those specifics.
Select "Salesforce Job" for Connection Type to connect to your Salesforce instance.
Enter your Connection String. We recommend using a dedicated System user.
Enter the Sensitive Part. This will be the password of your System user from step 3. Once saved, the system will hide your password in a series of characters so that is it not visible to other users with access to Connection String records. Description and Named Credential are optional fields.
Select Save.
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3. On the connection string record, select the Check button to ensure the connection can be established successfully.
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A green checked circle will appear once a successful connection is made.
If you modify a connection string after running the check, you will need to re-run the check; otherwise, the status may display an incorrect/previous value.
Note: If you did not append your Security Token to the Password in Sensitive Part field, you may receive an error message:
To correct this error, navigate to your Settings > My Personal Information > Reset My Security Token and select Reset Security Token. Once you receive an email, append the security token to your password.
4. Repeat Steps 1-3 above to set up a connection string for the Database (i.e. SAP, Oracle, etc).
Note: Ensure that the owner of these records is an active user.