Skip to main content
Feedback

Salesforce (Legacy) connection

Prerequisite

API 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

Procedure

  1. Navigate to the Data Integration Account.

  2. Click Connections and select + New Connection.

  3. Choose Salesforce.

  4. Specify a Connection Name.

  5. Specify the user name and Password of a user with access to the Salesforce account.

  6. Enter the security Token from the Salesforce account.

  7. Click Test Connection. If the test passed, you can work with Salesforce.

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.

Handling Connectivity Issues in Data Integration

Connection error after changing user password

From time to time, Salesforce asks the user to regenerate the password. Make sure to regenerate the token and provide it to the connection in Data Integration, after changing the password in the "Salesforce" platform.

On this Page