Version CloverDX 6.5.1
Salesforce Connections
Salesforce connection allows you to connect to Salesforce. The connection is required by components reading from and writing to Salesforce.
Creating Salesforce Connection
To create a Salesforce connection, right click Connections in Outline and choose .
In Salesforce Connection Dialog, fill in Username, Password, and Security token.
Figure 214. Salesforce Connection Dialog
Username is your Salesforce username.
Password is password to your Salesforce account.
Security token is a security token for an external application. You can acquire a new security token in Salesforce web GUI: menu:[Username][My Settings > Personal > Reset My Security Token].
To specify password and security token, use Secure Graph Parameters.
Figure 215. Salesforce Connection Dialog II
Login hostname is a URL of Salesforce service.
The default value is login.salesforce.com.
Connect timeout (seconds) is timeout for creating the Salesforce connection. The default value is 30.
Read timeout (seconds) is timeout for subsequent network operations. The default value is 30.
Default bulk polling interval (seconds) is the time between requests for results of asynchronous calls. This configuration can be overridden in configuration of Salesforce components. Lower value means faster response but more API calls.
If you need to use a proxy, it can be configured on Proxy tab. In Salesforce connection, only an anonymous proxy is supported.
Figure 216. Salesforce Connection Dialog III
Use Validate connection to validate the connection.
Use OK to save the configuration.
Important Details
Salesforce edition
Using Salesforce connections requires the Integration via web service API Salesforce feature. Make sure your Salesforce edition supports the API integration.
Limits on Connections
If you design a graph, you should know that there is a limit on number of requests and on number of concurrent requests. These limits depend on the Salesforce edition you use. See the Salesforce documentation for details on these limits.