Data Profiling

Back Next

Salesforce connection

To access a Salesforce source object, you need to create a Salesforce connection to the source object. Make sure that you have the Salesforce(connector) license to access the source object. When you set up a Salesforce connection, you can select Standard or OAuth connection type.

Standard connection type

Configure the following Salesforce connection properties to create and run a data profiling task on a Salesforce source object:

Property	Value
Runtime Environment	Choose the active Secure Agent.
User Name	Enter the user name for the Salesforce account.
Password	Enter the password for the Salesforce account.
Security Token	Enter the security token generated from the Salesforce application. To generate a security token in the Salesforce application, click Reset My Security Token in the Setup Personal Setup My Personal Information section. You do not need to generate the security token every time if you add the Informatica Cloud IP address ranges: 209.34.91.0-255, 206.80.52.0-255, 206.80.61.0-255, and 209.34.80.0-255 to the Trusted IP Ranges field. To add the Informatica Cloud IP address ranges, navigate to the Setup Security Controls Network Access section in your Salesforce application.
Service URL	Enter the URL of the Salesforce service. Maximum length is 100 characters.

OAuth connection type

Configure the following Salesforce connection properties to create and run a data profiling task on a Salesforce source object:

Property	Value
Runtime Environment	Choose the active Secure Agent.
OAuth Consumer Key	Enter the consumer key that you get from Salesforce, which is required to generate a valid refresh token.
OAuth Consumer Secret	Enter the consumer secret that you get from Salesforce, which is required to generate a valid refresh token.
OAuth Refresh Token	Enter the refresh token generated in Salesforce using the consumer key and consumer secret.
Service URL	Enter the URL of the Salesforce service endpoint. Maximum length is 100 characters.