Automation V3: Adding a Salesforce Portal Connection

To add a connection to test as a portal user, create a new connection and add a connection name.

Step 1: Navigate to the Settings view. Select Salesforce Communities connection from the Add a Salesforce connection option from the + menu.

Step 2: Provide a Connection Name. This should generally be the role name of the user you are connecting through, e.g., AdminUser. Enter the Username, Password, and Security Token, and specify the Environment type. This will control the Salesforce screen used to log in.

Step 4: Specify whether the user is also an internal Salesforce user or whether they are purely a portal user.

If the user is an internal Salesforce user

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Use Log-on As to make the Connection:

Then specify the Portal Name / ID. This can be found in the Portal ID field of the portal detail page within Salesforce, accessed via Setup > Customize > Customer Portal > Customer Portal Settings.

Finally, specify the admin connection to be used in Log-on As Connection and the Salesforce username of the new portal user in Username.

If the user is not an internal Salesforce user

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Use Normal Log-in to make the connection. Specify the Portal Name / ID (see above), then, as usual, enter the Username, Password, and Environment type. This will control the Salesforce screen used to log in.

In Advanced Settings, the Metadata Connection and Partner Connection should also be set to an admin connection previously added.

Step 5: Click the Test button to validate the connection details, then click the OK button.

Step 6: Click the Save button to save your connection.

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