Home Recent Sign up Sign in

Salesforce.com

 

The Data Source Salesforce.com is used to connect and transfer data to/from Salesforce.com CRM and Force.com based applications.

 

Additional Installation

You need to allow network access to your Salesforce.com instance for RapidiOnline.

Login to your Salesforce.com and go to Setup -> Security Controls -> Network Access and add the following IP address 64.94.234.38 as Start address and 64.94.234.49 as End address. The addresses will show up as "Internap Network Services" / "Rails Machine, LLC" in "Atlanta, GA, United States" (which is our hosting partner).

 

Configuration

The fields of the Salesforce.com Data Source Card are described as follows:

  • Description: Enter a text describing the Data Source.
  • UserID: Here you specify the UserID you created when you where registered at Salesforce.com
  • Password: Here you specify the Password to your Salesforce.com login.
  • Save Password (encrypted): If you check this option (default), then RapidiOnline will encrypt and save the password entered above. This enables you to run transfers manually and also lets you run transfers scheduled.
  • Use SSL: If this field is marked (default) the connection between RapidiOnline and Salesforce.com will happen through SSL.
  • Sandbox: Check this field if you need to access a salesforce.com sandbox.

 

Test and Read Design

 

You can Test that the access to a DataSource works using the Test button on the DataSource. Select the Configure Tab and then go to ...

 

Read Design is the way to read the layout - the information about tables and fields - from a DataSource. Reading the design is necessary ...