Details on Salesforce.com Connection


This dialog is used to configure a connection to Salesforce.com. Note that you need to install a driver on your computer to access the Salesforce.com connector. See the system requirements at http://support.spotfire.com/sr_spotfire_dataconnectors.asp for more information. You can also view Getting Started with Connectors to learn more about getting access to connectors in Spotfire.

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

  1. Select Tools > Manage Data Connections.

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

  1. Select File > Add Data Tables.

  2. Click Add.

  3. Select Connection To > Salesforce.com.

salesforce_connection_d.png

Option

Description

Username

The username you wish to use when logging in to the Salesforce.com database.

Password (followed by security token if applicable)

The password for the specified username. You need to include the Salesforce.com security token as part of the password.

Example:
If your password is MyPassword, and your security token is 123456789, you should enter MyPassword123456789 here.

See the official Salesforce.com documentation to learn more about security tokens.

Sandbox URL (optional)

In the text field, specify the URL to the Sandbox server you want to log in to.

Example:
https://test.salesforce.com/

Leave this field empty to log in to your regular Salesforce.com account.

See also:

Loading Data from Salesforce.com

Salesforce.com Data Types