Create Salesforce Connection
- Neha Awalwar
Connection Properties:
Name | Mandatory | Description |
|---|---|---|
Connection Name | Yes | Name of the connection |
Description | No | Description of connection |
Username | Yes | Username used for authentication |
Password | Yes | Password used for Authentication |
Security Token | Yes | Security token defined for the user https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm&language=en_US&type=5 |
Custom Login Url | Yes | The login url defined in My Domain (e.g. https://my-domain.my.salesforce.com) (no forward slash at the end) Use if salesforce org only allows login using My Domain See https://help.salesforce.com/s/articleView?id=sf.domain_name_setting_login_policy.htm&type=5 |
Steps to create connection:
There are two ways to create connection -
Choose the Salesforce connector from Pipeline tab > Add Connection.
b. You can also add the connection via Connections tab>Add Connection.
Fill in the required details.
Click on the Test connection button to confirm.
Click Create connection.
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