In order for
Spectrum™ Technology Platform to access data in Salesforce, you must
define a connection to Salesforce using Management Console. Once you do this, you
can create flows in Enterprise Designer that can read data from, and write data to,
Salesforce.
Note: This connection is for use in the Metadata Insights
module.
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Open Management Console.
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Go to .
- Click the Add button .
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In the Name field, enter a name for the connection. The
name can be anything you choose.
Note: Once you save a connection you cannot change the name.
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In the Type field, choose
Salesforce.
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In the Username field, enter the email ID registered on
the Salesforce data store.
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In the Password field, enter a combination of the
Salesforce portal password and the security token generated through the
Salesforce portal.
For example, if your password is Sales@Test, and the security token provided
to you by Salesforce is 56709367, then the Password to authenticate this
Salesforce connection would be Sales@Test56709367.
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To test the connection, click Test.
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Click Save.
Note: Audit fields are enabled on all tables by default. The Salesforce audit
fields are:
- created date
- last modified date
- created by
- last modified by
Attention: Physical model created in Spectrum™ Technology Platform version
10 and earlier using Salesforce connections need to be opened and saved again in
order to enable audit fields on their tables.