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Quick Connect for Cloud Services 3.3 - Quick Start Guide

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Working with Salesforce

This section explains how to create or modify a connection to Salesforce so that Quick Connect for Cloud Services could work with data in that data system.
To create a connection to Salesforce, you need to use Quick Connect Sync Engine in conjunction with a special connector called Salesforce Connector. This connector is included in the Quick Connect for Cloud Services package.
The Salesforce Connector provides the following features:
feature
Salesforce connector
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
The next sections describe the attributes provided by the Salesforce Connector. By using these attributes, you can read and/or write data related to a particular object in Salesforce.
In the next sections:
•
Additional Attributes Related to Salesforce User
•
Additional Attributes Related to Salesforce Group

Creating a Salesforce Connection

To create a new connection
1.
In the Quick Connect Administration Console, open the Connections tab.
2.
Click Add connection, and then use the following options:
Option
description
Connection name
Type a descriptive name for the connection.
Use the specified connector
Select Salesforce Connector.
3.
Click Next.
4.
Specify connection settings by using the following options:
Option
description
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.
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.
Password
Type the password of the account with which you want to access Salesforce.
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.
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.
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.
Test Connection
Click this button to verify the specified connection settings.
5.
Click Finish to create a connection to Salesforce.

Modifying an Existing Salesforce Connection

To modify connection settings
1.
In the Quick Connect Administration Console, open the Connections tab.
2.
Click Connection settings below the existing Salesforce connection you want to modify.
3.
On the Connection Settings tab, click the Specify connection settings item to expand it and use the following options:
Option
description
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.
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.
Password
Type the password of the account with which you want to access Salesforce.
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.
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.
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.
Test Connection
Click this button to verify the specified connection settings.
4.
When you are finished, 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 all the operations (such as 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:
•
Native Salesforce fields. In the Quick Connect 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/.
•
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:
•
Additional Attributes Related to Salesforce User
•
Additional Attributes Related to Salesforce Group
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