Search External HCL Domino Objects in Salesforce Connect

CData Connect AI, enables you to access HCL Domino data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect AI and Salesforce Connect to access external HCL Domino objects alongside standard Salesforce objects.

Connect to HCL Domino from Salesforce

To work with live HCL Domino data in Salesforce Connect, we need to connect to HCL Domino from Connect AI, provide user access to the connection, and create a Workspace for the HCL Domino data.

Connect to HCL Domino from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "HCL Domino" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to HCL Domino.

   Connecting to Domino

   To connect to Domino data, set the following properties:

   • URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
   • DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

   Authenticating with Domino

   Domino supports authenticating via login credentials or an Entra ID (formerly Azure AD) OAuth application:

   Login Credentials

   To authenticate with login credentials, set the following properties:

   • AuthScheme: Set this to "OAuthPassword"
   • User: The username of the authenticating Domino user
   • Password: The password associated with the authenticating Domino user

   The driver uses the login credentials to automatically perform an OAuth token exchange.

   EntraID (formerly AzureAD)

   This authentication method uses Entra ID (formerly Azure AD) as an IdP to obtain a JWT token. You need to create a custom OAuth application in Entra ID (formerly Azure AD) and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

   • AuthScheme: Set this to "EntraID (formerly AzureAD)"
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
   • OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
   • AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

     The tenant ID is the same as the directory ID shown in the Azure Portal's Entra ID (formerly Azure AD) > Properties page.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add HCL Domino Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure HCL Domino Endpoints for Salesforce Connect

After connecting to HCL Domino, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the HCL Domino connection (e.g. Domino1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to HCL Domino data from Salesforce Connect.

Connect to HCL Domino Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".
   • URL: Enter the URL to the OData endpoint of Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
4. Select JSON in the Format menu.
5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect AI, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter a CData Connect AI username (e.g. [email protected]).
   • Password: Enter the user's PAT.

Synchronize HCL Domino Objects

After you have created the external data source, follow the steps below to create HCL Domino external objects that reflect any changes in the data source. You will synchronize the definitions for the HCL Domino external objects with the definitions for HCL Domino tables.

1. Click the link for the external data source you created.
2. Click Validate and Scan.
3. Select the HCL Domino tables you want to work with as external objects.

Access HCL Domino Data as Salesforce Objects

After adding HCL Domino data as an external data source and syncing HCL Domino tables as external objects, you can use the external HCL Domino objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

  👁 Viewing external objects from Salesforce (NetSuite is shown)
  

• Create reports of external objects:

  👁 Reporting on external objects from Salesforce (NetSuite is shown)
  

Simplified Access to HCL Domino Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live HCL Domino data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect AI page.