Data Source Type:
This document covers how to connect to Salesforce.com as a data source. Salesforce uses a subset of SQL called SOQL to query data in your organization's account. For more information on the SOQL query language, see the Salesforce documentation here. As with all of our connectors, the Salesforce connector is designed to deviate from the SOQL query language as little as possible, and any query which is supported by Salesforce will also be supported by our products.
What you will need to establish this connection
- A login to Salesforce.com
- A Token from Salesforce
High level outline of the process
a. Connecting to a Salesforce data source requires your username and password, as well as a security token. For instructions on how to generate a security token, see here.
2. Then, fill in the information in the Connection Editor
a. Once you’ve got your security token and your login, you can fill in the information needed by the Datasource Connector in order to esablish a connection to your Salesforce.com account and use your Salesforce data.
3. Finally, test and establish your connection.
Connect Your Template to Salesforce.com
Step 1 - Generate your Salesforce.com Access Token
You need an access token in order to establish your connection to salesforce.com
Instructions can be found here.
From MS Word, Excel or PowerPoint, navigate to the AutoTag Manager tab. Once on the AutoTag Manager tab, click on the upper half of the Data Sources button. This will open the data source Connection Editor.
Note that if you click on the bottom half, you will get a dropdown menu which lists data sources that are already connected; this may be blank.
Now, enter your Salesforce login and token.
Enter your organization's information.
1. In the Connection Editor window, in the New tab, click on Salesforce under Apps data sources. The Details pane will change to prompt you for your data source details.
2. Enter a Nickname for your data source connection.
3. Fill in your credentials and Salesforce Token.
4. Click Add, and then Test your connection. If all parameters and credentials are correct and a connection is made, you will receive a successful notification. Clicking Close will save your information.
Be aware, Salesforce limits the number of API calls that you may execute in a 24-hour period based on your subscription level.
If you are running a version of Java which is less than version 8, you may see an exception like the one below:
net.windward.env.DataConnectionException: Failed to establish a connection to salesforce. Check your credentails
Caused by: com.sforce.ws.ConnectionException: Failed to parse detail: START_TAG seen ...</sf:exceptionMessage><sf:upgradeURL>... @1:752 due to: com.sforce.ws.ConnectionException: unable to find end tag at: START_TAG seen ...</sf:exceptionMessage><sf:upgradeURL>... @1:752
When creating your SalesForceDataSource(), you will need to enable TLS 1.1 in your Java runtime environment. To do this open the Java control panel, go to the Advanced tab, scroll down to Advanced Security Settings, and check the box that says Use TLS 1.1.