SalesForce

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.