Salesforce

Create a source

Create a new source and enter a Name for it and select "Salesforce (CData)" from a connector type list, then click Create

Configure a secret

Select authentication method

• OAuth - Select this option to use your Salesforce account and click "Authorise with Salesforce" to provide your credentials.
• Basic - authorise with Basic credentials:
  • User and Password to authenticate against Salesforce server.
  • (Optional) Security Token. This is only required if your organization is set up to require it. A security token can be obtained by going to your profile information and resetting your security token. Please note that if your password is reset, you will also need to reset the security token.

Optional properties

• Login URL - URL to the Salesforce server used for logging in. Defaults to https://login.salesforce.com/services/Soap/c/58.0 (opens in a new tab). This should only be changed if your organization uses a custom login endpoint, otherwise, keep the field empty.
• Use Sandbox - To connect to a Salesforce sandbox account, set this property and append the sandbox name to the end of the user name. For example, if your user name is "user", and your sandbox name in Salesforce is "sandbox", the specified User should appear as "user.sandbox".

Configure Settings

(Optional) Start Date

There is an option to configure a start date, to filter out data.

Schema configuration

Configure the schema by selecting desired columns and tables.