Working with Salesforce
This section describes how to create or modify a connection to Salesforce so that could work with data in that data system.
To create a connection to Salesforce, you need to use in conjunction with a special connector called Salesforce Connector. This connector is included in the package.
The Salesforce Connector supports the following features:
Table 58: Supported features
|
Bidirectional synchronization
Allows you to read and write data in the connected data system. |
Yes |
|
Delta processing mode
Allows you to process only the data that has changed in the connected data system since the last synchronization operation, thereby reducing the overall synchronization operation time. |
No |
|
Password synchronization
Allows you to synchronize user passwords from an Active Directory domain to the connected data system. |
Yes |
|
Secure Sockets Layer (SSL) data encryption
Uses SSL to encrypt data that is transmitted between Synchronization Service and connected data system. |
Yes |
In this section:
For instructions on how to rename a connection, delete a connection, modify synchronization scope for a connection, or specify password synchronization settings for a connection, see Synchronization Service Administration Guide
Creating a Salesforce connection
To create a new connection
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In the Synchronization Service Administration Console, open the Connections tab.
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Click Add connection, and then use the following options:
- Click Next.
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Specify connection settings by using the following options:
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Connect to Salesforce Sandbox. Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.
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User name. Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.
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Password. Type the password of the account with which you want to access Salesforce.
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Security token. Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.
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Use a proxy server for your LAN. Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.
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Use credentials for proxy. Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.
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Test Connection. Click this button to verify the specified connection settings.
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Click Finish to create a connection to Salesforce.
Modifying an existing Salesforce connection
To modify connection settings
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In the Synchronization Service Administration Console, open the Connections tab.
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Click Connection settings below the existing Salesforce connection you want to modify.
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On the Connection Settings tab, click the Specify connection settings item to expand it and use the following options:
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Connect to Salesforce Sandbox. Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.
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User name. Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.
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Password. Type the password of the account with which you want to access Salesforce.
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Security token. Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.
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Use a proxy server for your LAN. Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.
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Use credentials for proxy. Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.
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Test Connection. Click this button to verify the specified connection settings.
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Click Save.
Salesforce data supported out of the box
Out of the box, the Salesforce Connector supports all object types existing in Salesforce. For each Salesforce object, the Salesforce Connector supports the same operations (Read, Create, Delete, or Update) that you can perform on that object by using native Salesforce tools.
To read and/or write data related to a particular object in Salesforce, you can use the following:
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Native Salesforce fields. In the Synchronization Service Administration Console user interface these fields are referred to as attributes. For more information on native Salesforce fields, see the “Reference | Standard Objects” section in the Salesforce Web Services API Developer's Guide available online at www.salesforce.com/us/developer/docs/api/.
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Additional attributes provided by the Salesforce Connector. The names of all such attributes start with the va prefix. For information about these attributes, see the following sections:
