SalesForce

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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.

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• 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.

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