You can use this connection:
- In Enterprise Designer for reading and writing data
- In Metadata Insights to create physical models
-
Access the Data Sources page using one of these
modules:
- Management Console:
- Access Management Console using the URL:
http://server:port/managementconsole,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.
Note: By default, the HTTP port is
8080.
- Go to .
- Metadata Insights:
- Access Metadata Insights using the URL:
http://server:port/metadata-insights,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.
Note: By default, the HTTP port is
8080.
- Go to Data Sources.
-
Click the Add button .
-
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.
-
In the Type field, choose
Salesforce.
-
In the Username field, enter the email ID registered on
the Salesforce data store.
-
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.
-
Set the Use default endpoint toggle to
No if you want to use a specific endpoint URL to
access the Salesforce data. Enter the required URL in the Salesforce
URL field displayed just below the Use default
endpoint toggle.
Note: The Salesforce URL is mandatory.
-
Set the Use bulk read toggle to
Yes if you want to fetch bulk data from Salesforce.
Default is No.
-
To test the connection, click Test.
-
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.