Using MXO APIs with Salesforce Core

We provide you with APIs that you can use to provide MXO with information about events that occur in Salesforce Core. There are two types of APIs available.

MXO API

Built on RESTful concepts and accepts JSON for requests/responses. Public API clients use OAuth 2 authentication to call the API. The MXO API's have been designed to:

  • Provide your organization with the ability to track customer activity and send data
  • Provide your customers with personalized content based on the most appropriate conversation for them.
  • Provide customer profile data held in MXO to external systems, upon request.

For more information, see the MXO API documentation.

Lightweight Event Listening API

The Lightweight Event Listening API enables you to send information about customer events to MXO, without triggering any optimizations or tracking and capture points. There is also no requirement to use OAuth authentication with this API. It is built on RESTful concepts and accepts JSON for requests/responses. The request is sent to a specific Site, Touchpoint and Interaction Point.

For more information, see the Lightweight Event Listening API documentation.

Add MXO Server to Remote Sites List in Salesforce Core

If using the APIs you must ensure you add the MXO server to the list of permitted remote sites in Salesforce Core.

  1. In Salesforce Core, navigate to Setup > Security Control > Remote Site Settings.
  2. Click New Remote Site.
  3. In the form provide the Name and URL for the Remote site.
  4. Ensure the Active checkbox is ticked and click Save.

Example

ONE_and_Salesforce_integr-023