Salesforce connection

Salesforce is a cloud-based CRM platform that stores customer, sales, and operational data. To extract and load Salesforce data using Data Integration, you must first establish a secure connection between your Salesforce account and the Data Integration platform. This requires an authentication token from Salesforce along with standard login credentials.

Prerequisite

Before creating the connection, ensure you have an API Security Token from Salesforce.

Fetching an API Token in Salesforce

The Salesforce connection in Data Integration requires an API token of your Salesforce account. The API token is available on your Salesforce account's setup page.

1. Search the option Reset my security token under Quick Find and select it. Follow the instructions.
2. After creating a token, copy it and use it in the Salesforce Data Integration connection.

For more information about fetching your token from the Salesforce account, refer to the Resetting your security token topic.

If you have trouble fetching the token using the instructions, refer to Troubleshooting reset security token issues topic.

Establishing a connection

To begin extracting data from Salesforce, you must first create and authenticate a Salesforce connection within Data Integration

Procedure

1. Navigate to the Data Integration Account.

2. Click Connections and select + New Connection.

3. Choose Salesforce.

4. Specify a Connection Name.

5. Select the Environment Type:

   • Production Environment – the live Salesforce system where real business data and processes run.
   • Sandbox Environment – an isolated testing environment that does not affect live data.

6. Click Connect with Salesforce. Log in to Salesforce using your credentials and allow the required permissions.

7. After redirection, click Test Connection. If the test passes, your Salesforce connection is successfully configured and ready to use.

note

• When using Salesforce Sandbox, ensure to provide the Username, Password, and Token, and enable the Sandbox Environment.
• Credentials-based authentication is only supported. OAuth2 is not compatible with Salesforce Sandbox.
• Avoid using non-ASCII characters, escape characters, or special characters in the username, password, or token, such as: &, /, \ {, }, [, or ] to prevent ASCII codec decoding errors.
• Connection error after changing your Salesforce password:
  Salesforce periodically requires users to reset their passwords. When you update your password in Salesforce, your existing security token becomes invalid. Generate a new security token and update the connection settings in Data Integration.
  For more information, refer how to reset your security token.