Xively Device Bridge for Salesforce

This tutorial guides you through the process of installing the Xively Device Bridge application into your Salesforce environment. The application is stored in the Salesforce AppExchange.

Prerequisite: Before starting the installation, you need a Salesforce environment with valid credentials.

Business Case

Xively is an enterprise IoT platform that simplifies building and running a connected business. The Xively Device Bridge application allows real-time product data to be directly integrated into Salesforce, with automatic case creation, asset management, and the ability to use IoT data in new or existing custom workflows. The integration is managed and configured directly in Salesforce, with simple instructions that can create rich business workflows.

Install Xively Device Bridge

During this step you will learn how to install the Xively Device Bridge application in your Salesforce environment. You can connect one Xively account to many Salesforce environments.

Prerequisite: You have an existing Salesforce account.

  1. Log in to the Salesforce AppExchange: https://appexchange.salesforce.com.

  2. Using the search tool in the upper right hand corner, search for “Xively”. When the search locates the listing, click the More button on the tile.

  3. After the listing page opens click the Get it Now button

  4. If you already logged in to your Salesforce environment, skip to the next step. Otherwise, click the Log in to the AppExchange button and enter your Salesforce credentials.

  5. Decide where you want to install the app: in Production or Sandbox.
    Note: Developer environments are considered Production.

  6. Select Install for All Users and click Install.

  7. Approve the Third-Party Access by selecting Yes, grant access to these third-party web sites and click Continue.
    Result: The installation of Xively Device Bridge starts. It may take several minutes to 24 hours to install the application.

  8. Verify the app is installed:

    a. Navigate to Salesforce and click Setup in the upper right hand corner.

    b. Search the Setup menu for “Installed Packages”. You should see Xively Application in the list.

Result: The Xively Salesforce application is installed and ready to configure.

Follow the subsequent sections to configure the Xively-Salesforce integration.