Salesforce
Creating a New Application Profile
Initiate New App Creation: Once you've successfully logged in and are inside the application, locate and click the 'Add App' button. This action will begin the process of setting up a new data source connection.
Select Your Data Source: From the options presented, choose the specific Data Source type you intend to connect (e.g., Salesforce, Oracle, SQL Server).
Define Your Profile Name: In the designated field, enter a Profile name that is descriptive and easy to identify, aligning with your data source or replication purpose.
Save Changes: Click the 'Save changes' button to commit your selected data source and profile name.
Confirm Profile Creation: A confirmation prompt will appear; click 'OK' to finalize the creation of your new application profile.
Step 3: Configuring Your Source Environment Connection
Access the Newly Created Profile: After the profile has been successfully created, click directly on the Created profile name from your list of applications. This will take you into the detailed configuration settings for that specific profile.
Enter Source Environment Details: Within your profile, you will find sections to configure your source environment. Select your source environment type and then accurately enter all the necessary connection details
Test the Source Connection: It's crucial to verify the connection. Click the 'Test Connection' button. This will attempt to establish a link with your specified data source and report if it's connected properly.
Confirm Successful Connection: If the test is successful, a confirmation message will appear. Click 'OK' to acknowledge that the connection is established.
Save Connection Properties: To ensure your source connection details are retained, click the 'Save' button.
Confirm Saved Properties: Another confirmation prompt will appear; click 'OK' to confirm that the connection properties have been successfully saved.
Proceed to Next Step: Click 'Next' to move forward to the target database
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