Details on Salesforce Connection

When you create a new connection to Salesforce, you use this dialog to select the authentication method to use, and log in to Salesforce.

Note: The Salesforce connector only supports importing data (in-memory). Keeping the data external, for in-database analysis, is not supported.

To add a new Salesforce connection to the library:

1. On the menu bar, select Data > Manage Data Connections.

2. Click Add New > Data Connection and select Salesforce.

To add a new Salesforce connection to an analysis:

1. Click Files and data .

2. In the Files and data flyout, click Connect to.

3. In the list of connectors, click Salesforce.

4. In the Salesforce flyout, click New connection.

Choosing authentication method

Logging in via the Salesforce website

The most convenient and flexible way for authentication is to select Log in with Salesforce…, which launches the Salesforce login procedure in your web browser. This way, you can log in directly with Salesforce in your web browser. This authentication method also supports federated authentication with your own custom domain.

Logging in directly in Spotfire

You can also provide your credentials directly in Spotfire to log in to Salesforce. This method usually requires that you enter a security token, unless your Salesforce instance is configured otherwise. Use this option if you know the connection will be used in analysis files that will be opened in Spotfire Automation Services or Scheduled Updates.