Connecting a Salesforce Datasource
Create a Salesforce Datasource in bipp
Here is what you need to connect:
- Salesforce account
- Database connection information
- Credentials
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Select Datasources from the bottom left corner of the Home Navigation pane to open the Datasources page.
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Click New Datasource on the Datasources page.
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Enter a Name. For example, TestSalesforce.
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Select Salesforce for SQL Dialect for your database. bipp creates and enforces the rules for the selected dialect.
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Enter the information for your Salesforce database instance:
- Username: Salesforce username.
- Password: Password for the Salesforce user.
- Security Token: Security token to establish connection with the database
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Click Test to verify the datasource connectivity. If you have an error, fix the connection or credentials problem and click Test again.
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Click Create to add the datasource.
Congratulations! You have successfully created a Salesforce datasource in bipp.
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