Salesforce
Learn how to use the Salesforce Connector in DBSync Cloud Workflow
Overview
DBSync's Salesforce connector is highly customizable. It can connect to any native Salesforce application. Furthermore, it can also connect with additional applications - like CRM software, e-Commerce platforms and various other systems. As a Salesforce user, you can use this connector to integrate Salesforce with other On-demand, On-premise, or SaaS-based applications - such as MSCRM, NetSuite, SkuVault, and databases.
The Salesforce connector, when connected to the Salesforce application, can retrieve both standard and custom objects. Integrating with Salesforce consists of web service calls using an XML request/response made over an HTTPS connection.
Prerequisites
To establish a connection to the Salesforce application via DBSync's Salesforce connector, a user must:
Have a valid license to DBSync Salesforce connector, username and password to connect to DBSync iPaaS platform.
Have login and password of the Salesforce to access their web service.
Setup security in Salesforce to connect through external integration.
This setup security can be done in one of the following ways in Salesforce:
(Optional) Setup -> Personal Information -> My Personal Information -> Reset My Security Token. Generate a new security token if you have not already done so. (Then, while configuring your connector, enter this token at the end of the password.
(Advanced users) Setup -> Administration Setup-> Security Controls->Network Access. Enter your network public IP address (click “new” to enter your network public IP address). If you are using the hosted model, then enter the following IP ranges
[Start] 75.101.240.6 - [End] 75.101.240.6
[Start] 67.202.21.22 - [End] 67.202.21.22
Connector Configurations
A Salesforce connection represents a single Salesforce organization, including login credentials. If a user wishes to connect to multiple instances of either sandbox/production, then they must create a separate connection for each and configure the parameters accordingly. The Salesforce connector supports OAuth authentication. The table below represents the parameters required for opening the connection to the Salesforce user instance.
UserName
The username to log into Salesforce account.
Yes
Password
The password to login to Salesforce account.
Yes
Quick Setup
1. End Point
Select the Salesforce environment you want to connect to:
Production/Developer Instance
Sandbox Instance
Custom URL
2. End Point URL
Set the endpoint URL based on the environment:
For Production/Developer:
https://login.salesforce.comFor Sandbox:
https://test.salesforce.com
3. Connect (OAuth)
Click the Connect (OAuth) button to authorize and authenticate the connection with Salesforce using OAuth 2.0. This method ensures a secure integration.
4. API Limit
Set a daily API limit to ensure your integration does not exceed the allocated Salesforce API quota. The default value is 15,000, but this can be customized based on your org's Salesforce plan.
5. Test Connection
Click Test Connection to verify that the integration setup is correct and that a connection can be successfully established with your Salesforce instance.
6. Save Connection
After filling in all the required fields and successfully testing the connection, click Save Connection to finalize the setup.
Uses Of Salesforce Connector
The Salesforce connector makes it easy to work with the Salesforce web service by:
Synchronizing Salesforce Customer, Items, Invoice and payment details with CRM Application back and forth.
Gives Enterprises the ability to provide better customer services and access to additional up-sell and cross-selling opportunities.
Supported Versions
The DBSync supports almost all major versions of Salesforce:
Salesforce Unlimited Edition
Professional Edition
Enterprise Edition
Non-Profit Edition
Useful Links
Last updated