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Create a Salesforce Connection

Similar to the prior two steps, it is time to create a connection to interface with Salesforce. For this tutorial, we have created sample Salesforce Account to complete this tutorial. If you'd prefer to use your own Salesforce account, then you will need to provide your own connection details. Please see Salesforce Connection Setup.

If you are ready to get started using our sample Salesforce account, then please follow these steps:

Step 1: Create a Salesforce connection

  1. Navigate to the OneCloud Connection Manager and create a new Salesforce connection and name the connection appropriately based upon your choice. Example: "Sample Salesforce Connection"
  2. Enter the following connection details:

Username:   reports@onecloud-demo.com

Password:   testdata

Token:          95oDxKxO0NgNcP6gtZdZIN08

Instance:     na85

  1. Enable the connection for the DEV and PROD Environments.

What's Next?

> Load Data from a Flat File

B
Brian is the author of this solution article.

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