Configure A Salesforce Connection

Integration Solution Tutorial

Connections in TIBCO Scribe® Online are global and can be used in multiple Maps. Connections contain the credentials and instructions needed to access a particular datastore. In this section of the tutorial you learn how to configure a Connection to a Salesforce organization.

Before configuring the Salesforce Connection make sure you have access to a Salesforce organization. Trial organizations can be created on the Salesforce web site, www.salesforce.com.

You must have a security token from Salesforce to allow a third-party product to access your Salesforce organization. If you do not have one or can't remember what it is, go to the settings for your Salesforce account and select Request a Security Token. The token is sent to you via email.

If you are using an existing Salesforce organization, remember to delete the sample data added to that organization after completing the tutorial. See Create A Map To Delete Tutorial Data From Salesforce for more information.

Objectives

Learn how to:

Add A Salesforce Connection

  1. Select More > Connections from the menu.
  2. From the Connections page select Add to open the Add a New Connection dialog.
  3. Select the Connection Type drop-down and select Salesforce.
  4. Select the Name field and type SF Tutorial. The Alias field is automatically completed.

  5. The Salesforce URL field is pre-populated with a default URL for the version of the Salesforce API that is currently supported by the Salesforce Connector. If your organization uses a different Salesforce URL to connect to the API, enter that URL instead.
  6. In the User field enter your Salesforce user name. This must be in the form of an email address.

    Note: This Salesforce user must have create and update permissions in Salesforce.

  7. In the Password field enter your Salesforce password.
  8. In the Security Token field, enter the token emailed to you by Salesforce when you selected Request a Security Token on your Salesforce settings.
  9. For the purposes of this tutorial, it is not necessary to enable any of the remaining options. For more information about integration options, see TIBCO Scribe® Online Connector For Salesforce.
  10. Select Test to test the Connection between TIBCO Scribe® Online and Salesforce.
  11. Once the test is successful, select OK to save the Connection.

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