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Salesforce Connection

DataForge includes a pre-built Salesforce connector. Before ingesting from Salesforce, create a Connected App in Salesforce to obtain OAuth credentials. See the Connected App documentation for setup instructions. Use the OAuth 2.0 method.

Selecting the Salesforce API

Create a new connection from the Connections page. Include "Salesforce" or an acronym in the name to keep it distinguishable. Select the following options:

  • Connection Direction: Source
  • Connection Type: API
  • Uses Agent: No
  • Application:Salesforce

Select the appropriate OAuth Flow and fill in the required credentials.

Authentication Methods

Client Credentials

  • Consumer Key: Identifies the customer to Salesforce.
  • Consumer Secret: Establishes ownership of the consumer key.

See Consumer Key and Secret documentation.

JWT Bearer

  • Consumer Key: Identifies the customer to Salesforce.
  • Username: User authenticating the connection.
  • Private Key: Used to sign the certificate in Salesforce.

See Consumer Key documentation and Private Key instructions.

Username-Password

  • Consumer Key: Identifies the customer to Salesforce.
  • Consumer Secret: Establishes ownership of the consumer key.
  • User Name: User authenticating the connection.
  • Password: Password for the user.

See Consumer Key and Secret documentation.

Connection Parameters

  • Login URL: Salesforce instance URL in the format https://<MyDomain>.my.salesforce.com. See My Domain documentation.
  • API Version: Version of the Salesforce API to use.
  • JWT Timeout (JWT Bearer only): How long the JWT Bearer token remains valid.