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  1. Preface
  2. Introduction to PowerExchange for Salesforce
  3. PowerExchange for Salesforce Configuration
  4. Salesforce Connections
  5. Salesforce Data Objects
  6. Salesforce Mappings
  7. PowerExchange for Salesforce Dynamic Mappings
  8. Salesforce Run Time Processing
  9. Appendix A: Data Type Reference

PowerExchange for Salesforce User Guide

PowerExchange for Salesforce User Guide

Creating a Salesforce Connection in the Administrator Tool

Creating a Salesforce Connection in the Administrator Tool

Create a connection before you import Salesforce data objects, preview data, or run mappings. When you create a Salesforce connection, you enter information such as a connection ID and the URL of the Salesforce service you want to access.
  1. In the Administrator tool, click the
    Domain
    tab.
  2. Click the
    Connections
    view.
  3. In the Navigator, select the domain.
  4. In the Navigator, click
    Actions
    New
    Connection
    .
    The
    New Connection
    dialog box appears.
  5. In the
    New Connection
    dialog box, select
    Cloud
    Salesforce
    , and then click
    OK
    .
    The
    New Connection
    wizard appears.
  6. Enter a connection name.
  7. Enter an ID for the connection.
  8. Optionally, enter a connection description.
  9. Enter the connection properties.
  10. Click
    Test Connection
    to verify that you can connect to Salesforce.
  11. Click
    Finish
    .

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