Connecting to Salesforce

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.
  1. Open Management Console.
  2. Go to Resources > Data Sources.
  3. Click the Add button .
  4. 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.
  5. In the Type field, choose Salesforce.
  6. In the Username field, enter the email ID registered on the Salesforce data store.
  7. 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.

  8. To test the connection, click Test.
  9. 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.