Connection
Enter the connection information in the following transform options:
Option | Description |
Salesforce Webservice URL | Specify the URL to the Salesforce Webservice. You may need to update this if your company uses "My Domain" on salesforce. If so, check with your Salesforce Administrator for the URL. Generally of the format https://NAME.my.salesforce.com/services/Soap/u/50.0. You can access a sandbox by using its URL here as well. It is strongly recommended to utilize variables to populate these values. |
Username | Specify the username for authenticating to Salesforce |
Password | Specify the password for authenticating to Salesforce. Enter your password followed by your security token. For example, if your password is PASSWORD and your security token is TOKEN, you would enter PASSWORDTOKEN in this field. |
Test Connection | Click to verify the connection can be made to the Salesforce Webservice URL you specified. |