SalesForce
Last updated
Last updated
The following set of steps displays how to create a Salesforce data connector.
Select the ‘Salesforce’ icon from the Data Connector page.
The user gets directed to the Salesforce Connector page.
Select an option using the drop-down list (Salesforce/Sandbox).
Click the ‘Select Account’ option to select an account.
The Salesforce login page opens.
Provide valid credentials (Username and Password).
Click the ‘Log In’ option.
The Salesforce Connector page reopens with the ‘Change Account’ option indicating that a Salesforce account is selected.
Provide the Data Connector name.
Describe the data connection (optional).
Click the ‘Save’ option.
A success message appears, and the newly created data connector gets added to the Data Connectors list.