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Windward

Connect to Salesforce.com as a Data Source

 

Data Source Type:

Salesforce.com

Versions Supported: 

n/a

 

Overview

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

1. First, generate your Access Token from Salesforce.com.

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 Datasource Connector

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.

Detailed Procedure to Connect Your Template to Salesforce.com as a Datasource

Follow these steps in order to connect your template to Salesforce.com

Step 1 - Generate your Salesforce.com Access Token

You need this access token in order to establish your connection to salesforce.com

Instructions can be found here

Step 2 - Fill-in required information in the Datasource Connector

From MS Word, Excel or PowerPoint, navigate to the AutoTag Manager tab in the ribbon. 

 

Once in the AutoTag Manager tab, click on the Data Source button. This will open the DataSources dialog box. Click Add to bring up the Datasource Connector.

 

 

 

 

Select Salesforce from the Vendor dropdown, and fill in the required information in the Datasource Connector.

 

 

Now, enter your Salesforce login and token.

 

Step 3 - Test and establish your connection.

Once all of your information is properly filled in you can click OK and your connection will be established. You can also test your connection by clicking Test.

 

Limitations

Be aware, Salesforce limits the number of API calls that you may execute in a 24-hour period based on your subscription level.