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

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