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Introducing InRule for Salesforce

InRule for Salesforce enables rich rule integration with Salesforce. The solution is comprised of:

  • irAuthor® with irX for Salesforce – extension to irAuthor, InRule's premium desktop rule authoring tool
  • InRule App for Salesforce – available from the Salesforce AppExchange
  • Rule Execution Services for Salesforce - InRule SaaS, self-hosted in Azure, or other

This guide focuses on the deployment of the Rule Execution Services for Salesforce and corresponding InRule Salesforce App to your environment. The InRule Salesforce App may be deployed directly from the Salesforce AppExchange or from the Integration Framework zip file downloaded from the InRule Support Site.

Before beginning this guide, you may first want to familiarize yourself with the irX for Salesforce product by reading the irX for Salesforce Help Documentation. This irAuthor extension will allow you to author rules against Salesforce entities and become familiar with the types of rules-driven processes that can be implemented. After testing locally from your desktop using irVerify, the rules will be ready for execution from Salesforce. At this point, this guide will become highly relevant for deploying the InRule solution and services to establish the selected integration patterns.

This document also provides an addendum, Methods for Executing Rules from Salesforce, that discusses the different options available to you for running rules beyond what this Deployment Guide covers. It is a good next step for implementers who are looking for advanced options for running rules.

Additional material is available on the Downloads section of our support website. Please see the Additional Resources section of this document for support website detail.

This guide assumes that the reader has basic familiarity with Salesforce, irAuthor® and irX for Salesforce.

Important

Not all Salesforce environments support API access. However, InRule® for Salesforce requires a Salesforce instance that supports the API. If you attempt to connect with an instance that does not support this access, you will receive an error when connecting that contains information such as "The REST API is not enabled for this Organization." The edition types that do NOT include API access are Contact Edition, Group Edition and Professional Edition. Please refer to official Salesforce documentation for up-to-date information as this list is subject to change.