Table of Contents

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  1. Preface
  2. Understanding PowerExchange for Salesforce
  3. Configuration
  4. Salesforce Sources and Targets
  5. Salesforce Lookup Transformation
  6. Salesforce Merge Transformation
  7. Salesforce PickList Transformation
  8. Salesforce Sessions and Workflows
  9. Appendix A: Datatype Reference
  10. Appendix B: Glossary

PowerExchange for Salesforce User Guide for PowerCenter

PowerExchange for Salesforce User Guide for PowerCenter

Salesforce Connections

Salesforce Connections

Before the PowerCenter Integration Service can connect to Salesforce, you must configure a Salesforce application connection in the Workflow Manager. When you configure a Salesforce application connection, you specify connection attributes the PowerCenter Integration Service uses to connect to Salesforce. A connection object stores the Salesforce user ID, password, and end point URL information for the run-time connection.
The PowerCenter Integration Service uses the Salesforce security mechanism to authenticate the login. If you provide an invalid login, the following error appears:
Invalid login. When accessing Salesforce from outside of your company's trusted networks, you must append a security token to your password to log in to the API or a desktop client. To receive or reset your security token, log in to Salesforce with your browser and click Setup | My Personal Information | Reset Security Token.
For more information about obtaining a valid Salesforce login, see the Salesforce administrator for your organization.
You cannot use a connection variable for an application connection.
You can also create an OAuth type connection to access to Salesforce using the Salesforce API. OAuth is a standard protocol that allows secure API authorization. A benefit of OAuth is that users do not need to disclose their Salesforce credentials and the Salesforce administrator can revoke the consumer's access at any time.

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