This topic describes connection parameters for the dotConnect for Salesforce data provider.
Host
Select the Salesforce.com or Database.com login URL, i.e. either login.salesforce.com or login.database.com.
User Id
Specify your login.
Password
Specify your password.
Security Token
Specify your security token. Security token is an automatically generated key that is used for logging in to Salesforce from an untrusted network.
Allow saving password
If set to True, the password is stored together with the other connection parameters.
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User password will be stored in your model in an unencrypted form (as plain text). |
A refresh token is issued by Salesforce as part of the OAuth 2.0 sign-in flow. You can specify it when the authentication type is set to OAuth 2.0. This authentication type allows the user to enter the account email and password directly to a Salesforce webpage and does not require a security token.
To connect with the Refresh Token authentication:
| 1. | Select the OAuth 2.0 authentication type. |
| 2. | Click Sign in. |
| 3. | Log in to Salesforce with your username and password. |
After this, the credentials and the Refresh Token parameters are filled automatically, and you can connect.
You can also fine-tune the connection by setting advanced options.
If needed, you can enter Client Id (Consumer Key), Client Secret (Consumer Secret), and Refresh Token manually.
For information about how to create a connected app and get the Client Id and Client Secret, see Get Consumer Key and Secret.