PowerExchange for Salesforce User Guide for PowerCenter

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Importing a Salesforce Source or Target Definition

To import a source or target definition from Salesforce:

Import a definition.

To import a Salesforce source definition, in the

Source Analyzer

, click

Sources

Import from Salesforce

To import a Salesforce target definition, in the

Target Designer

, click

Targets

Import from Salesforce

In the

Import from Salesforce

dialog box, you can select the connection type as

Standard

OAuth

The following table lists the properties for a standard connection:

Connection Property	Description
Connection Type	Select Standard.
Username	Username for the Salesforce account.
Password	Password for the Salesforce account.
Service URL	URL of the Salesforce service. https://login.salesforce.com/services/Soap/u/45.0

The following table lists the properties for an OAuth connection:

Connection Property	Description
Connection Type	Select OAuth.
Refresh Token	The refresh token of Salesforce. For more information about how to generate the refresh token, see Generating the Refresh Token
Consumer Key	The consumer key obtained from Salesforce, required to generate a valid refresh token. For more information about how to generate the consumer key, see the Salesforce documentation.
Consumer Secret	The consumer secret obtained from Salesforce, required to generate a valid refresh token. For more information about how to generate the consumer secret, see the Salesforce documentation.

Click

Connect

The Designer displays a list of objects available to the Salesforce user.

Select the objects you want to import, and click

Hold down the Shift key to select blocks of tables.

Hold down the Ctrl key to make non-contiguous selections.

Use the Select All button to select all tables.

Use the Select None button to clear all highlighted selections.

In the Include Salesforce Object Relationship dialog box, select the related objects to include in the source definition.