Salesforce Setup

Setup Salesforce instance

To set up you salesforce instance follow the steps below:

• Login to DBSync Cloud Replication instance

• Select the desired profile and click connect to Salesforce

Following fields are auto filled:

• Environment and Soap Endpoint

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

The User Name and Password fields are automatically populated

• You can configure the advanced settings to include:

  1. Incremental update time offset To retrieve the latest data from Salesforce use this setting. The timeframe that is specified in this field will work as an offset to the actual SystemModStamp/LastModifiedDate/CreatedDate timestamp. Select a desired time field from the drop-drop option: seconds, minutes or hours. The latest delta changes are displayed using one of these three time fields. Also specify the number of incremental offset limits. Note: The maximum incremental offset limit is 23hours.

  2. Salesforce API Calls Usage Limit Use this field to set the limit on the number of API calls allowed during replication

  3. Salesforce object type Select the object type as 'Replicatable' or Non-Replicatable' . These are Salesforce objects that have bi-directional sync and support both clean copy and incremental replication

• You can test and Save your connection.