Connecting to Salesforce
-
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 Resources > Data Sources.
- 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 Connect.
- Click the Add connection 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.
Note: Query for bulk data fetching does not work for address and geolocation compound fields. For more information about the considerations and limitations of bulk query, see Compound Field Considerations and Limitations and Bulk API Limits.
- 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.