Salesforce
Salesforce
Follow these steps to connect Salesforce to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Salesforce into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
Basic
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Enter the Salesforce username for authentication.
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Enter the user password.
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Enter a security token. This step is mandatory unless your IP has been added to ‘Trusted IP Addresses’ in Salesforce already.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OAuth
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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Click Sign in to connect securely through OAuth. This action opens the Salesforce sign-in page in a new tab.
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Log into your Salesforce account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OAuthPassword
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Enter the Salesforce username for authentication.
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Enter the user password.
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Enter a Security Token. This step is mandatory unless your IP has been added to ‘Trusted IP Addresses’ in Salesforce already.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OAuthJWT
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Enter your OAuth JWT Certificate. This is multi-line and in PEM format.
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Select the OAuth JWT Certification type.
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Enter the OAuth JWT Issuer. This must include the client_id or connected app for the which the certificate is registered.
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(Optional) Enter an OAuth JWT Cert Password if the certificate. This only needs to be done if the certificate is encrypted.
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(Optional) If required, add an OAuth JWT Cert Subject.
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(Optional) If implementing for an Experience Cloud Site, an OAuth JWT Subject is required. It must be formatted as an email.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OneLogin
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Enter the OneLogin User Id.
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Add the Password for that account.
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Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.
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Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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PingFederate
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Enter the PingFederate User Id.
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Add the Password for that account.
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Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.
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Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OKTA
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Enter the OKTA User Id.
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Add the Password for that account.
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Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.
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Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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ADFS
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Enter the ADFS User Id.
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Add the Password for that account.
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Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.
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Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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AzureAD
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Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.
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Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.
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Enter the OAuth Client Id assigned when you registered your Salesforce account for OAuth.
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Enter the OAuth Client Secret for your Salesforce account for OAuth.
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Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.
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Click Sign in to connect securely through OAuth. This action opens the Salesforce sign-in page in a new tab.
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Log into your Salesforce account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Salesforce Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Salesforce, see this information page.