For the complete documentation index, see llms.txt. This page is also available as Markdown.

Target Setup

Process

The target can be Salesforce or any supported database (Postgres, MySQL, Oracle)

To set up your Salesforce instance follow the steps below:

Select the desired profile and click Connect to Salesforce

  • The following fields are auto-filled:

  • Environment and Soap Endpoint

  • A pop-up asking for your Salesforce credentials will appear on the screen

  • Provide the login credentials and click Log In

  • The User Name and Password fields are automatically populated

Salesforce Setup

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