Salesforce

Connection Dialog

The following connection options are required to connect to Salesforce:

1.	Host - The Salesforce.com or Database.com login URL;

2.	User Id - The Salesforce login account;

3.	Password - The password for the Salesforce login account;

4.	Security token - The automatically generated key that is used for logging in to Salesforce from an untrusted network. See the Salesforce documentation to learn how to get or reset your security token.

OAuth Interactive authentication

OAuth Interactive authentication uses the authorization code flow with user sign-in in a browser window. This method allows obtaining a refresh token without requiring a security token or manually entering a client ID and client secret.

To connect with the OAuth Interactive authentication, perform the following steps:

1.	In Authentication, select AccessRefreshTokenInteractive.

2.	In Host, select https://login.salesforce.com.

3.	Click Test Connection.

4.	In the browser window, sign in to Salesforce with your username and password.

After successful authorization, the Refresh Token, Client ID, and Client Secret are filled in automatically.

OAuth 2.0 authentication

OAuth 2.0 authentication allows the user to enter their account email and password directly on the Salesforce webpage and does not require a security token. As part of the OAuth 2.0 sign-in flow, Salesforce issues a refresh token. You can specify it when the authentication type is set to OAuth 2.0.

To connect with the OAuth 2.0 authentication, perform the following steps:

1.	Select the OAuth 2.0 authentication type.

2.	Click Sign In.

3.	Log in into Salesforce with your username and password.

After this, the credentials and the Refresh Token parameters will be filled automatically, and you will be able to connect.

In addition to the required options, Advanced connection options may be set for finer connection tuning.

Server-To-Server authentication

Server-to-server authentication uses the OAuth 2.0 client credentials flow and enables applications to access Salesforce data without interactive user sign-in. Instead of signing in through a browser, the application authenticates using a consumer key and consumer secret.

To connect with server-to-server authentication:

1.	In Authentication Type, select ClientCredentials.

2.	In Host, select the Salesforce login URL.

3.	Enter your Client ID (Consumer Key) and Client Secret (Consumer Secret).

4.	Optional: To configure advanced connection options, click Advanced.

5.	Optional: To verify that the connection details are valid, click Test Connection.

Сlick OK.

Connect to Salesforce using server-to-server authentication

For information about how to create an external client app and get the Client ID and Client Secret, see Get Credentials for Server-to-Server Authentication.

Advanced Connection Options

The following table describes the options that you can include in the connection string using the Advanced Connection Editor dialog box. You can also specify the Client ID, Client Secret, and Refresh Token options manually.

For more information on how to configure your own app for authentication and get a Client ID (Consumer Key) and Client Secret (Consumer Secret), see Get Consumer Key and Secret.

Option	Description
Authentication Type	Determines the authentication method to use when connecting to Salesforce.
Batch Size	Specifies the number of records returned by a service at once. The default value is 500; the minimum is 200, and the maximum is 2,000.
Client ID	Specifies the Consumer Key from the connected app definition. Used for the OAuth Refresh Token authentication.
Client Secret	Specifies the Consumer Secret from the connected app definition. Used for the OAuth Refresh Token authentication.
Connection Lifetime	Specifies the maximum lifetime (in seconds) of a connection. When a connection is returned to the pool, its creation time is compared with the current time, and the connection is destroyed if that time span exceeds the value specified by Connection Lifetime. The default value is 0 (connection always returns to pool).
Connect Timeout -or- Connection Timeout	Specifies the length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 60.
Default Command Timeout	Specifies the time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.
Failover Retries	Specifies the number of retry attempts to re-run a command in case when the command failed because of an exception, that indicates that the reason of the failure may be temporary.
Host	Specifies the Salesforce.com or Database.com login URL.
Ignore Blank Values	Determines whether to ignore blank field values during insert and update operations.
Include Deleted	Determines, whether to include deleted records from recycle bin to results when querying data from Salesforce.
Initialization Command	Specifies a data source-specific command to execute immediately after the connection is established.
Local SQL Engine	Determines whether to enable local SQL processing (enabled by default). Local SQL processing allows performing complex SELECT statements that cannot be directly compiled to Salesforce API calls. In this case ll the data from the mentioned cloud objects is queried to the local cache, and then the query is performed against the cache. If local SQL processing is disabled, only simple SELECT statements that can be directly translated into Salesforce API calls can be used. More complex SELECT statements will fail.
Max Pool Size	Specifies the maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.
Min Pool Size	Specifies the minimum number of connections allowed in the pool. The default value is 0.
NormalizeDbNames	Determines whether database object names are normalized when retrieved from the database.
Organization Id	Specifies a unique identifier for the Salesforce organization to which the account you connect to belongs.
Password	Specifies the password for the account.
Persist Security Info	Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.
Pooling	Specifies whether, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.
Preserve Names	Determines whether to preserve the original Salesforce field and object names.
Proxy Host	Specifies the host name or IP address of the proxy server.
Proxy Password	Specifies the password for the proxy server account.
Proxy Port	Specifies the port number of the proxy server. The default value is 3128.
Proxy User	Specifies the proxy server account name.
Readonly	Indicates whether the connection is read-only (allows only SELECT statements).
Refresh Token	Stores the Salesforce OAuth 2.0 refresh token. Used for the OAuth Refresh Token authentication.
Run Once Command	Specifies a command to execute immediately after establishing the connection. Unlike Initialization Command, it is not executed for connections obtained from the connection pool.
Security Token	Specifies the automatically generated key that is used for logging in to Salesforce from an untrusted network. To get your security token, you can follow this instruction.
Session Id	Specifies the Salesforce session ID for the session ID authentication.
Token Server	Is not used for Salesforce.
Trigger Auto Response Email	Specifies whether to trigger auto-response rules or not. The default value is false.
Trigger Other Email	Specifies whether to trigger email outside the organization or not. The default value is false.
Trigger User Email	Specifies whether to trigger email that is sent to users in the organization or not. The default value is false.
Update Mru	Specifies whether to update the list of most recently used items or not.
Use Assignment Rules	Determines whether to use assignment rules when inserting or updating data. The default value is false. Note that setting this property to true causes an additional roundtrip to the server when connecting to Salesforce. As an alternative, you can assign the Id of the necessary assignment rule to the Assignment Rule Id property for Devart Salesforce Destination, and this destination will use this assignment rule even when Use Assignment Rules is set to false.
User Id	Specifies the Salesforce login account.
UTC Dates	Converts dates to UTC format during import if set to True, and treats the date values entered by the user (in SELECT statements, etc.) as UTC dates when sending them to the data source.