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Note |
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Yellowfin does not ship with the driver required for this connection due to licensing/paywall reasons. You will need to manually upload the driver through the the Plugin Manager or Add Driver. |
1. Click on
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the Create button and choose the data source option.
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2. Select SalesForce.com from the databases list.
3. When the New Connection popup appears, provide a name and description for your database
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.
4. Connection String: when selecting Connection String you have the same functionality as in Generic JDBC Data Source.
5. SalesForce.com configuration fields:
6. Authentication Adapter: Specify an authentication method for the database adapter. More details Advanced Connection Editor.
7. Include Schema in SQL: Select this checkbox to add the schema name when addressing database tables in SQL queries.
8. Access Token: Enter the access token to authenticate your SalesForce connection. (This is an extra security measure for when you access SalesForce from an outside IP address.)
9. Username: Enter the username of your Salesforce database account.
10. Password: Provide the password of the above account.
11. Toggle Advanced Settings to see more settings.
12. Once you have completed your connection information, you will have several options:
- Advanced Connection Editor
- Back: This will
take you to the Data Source page in the Admin Console and allow you to edit all the advanced options available for your database- navigate to the database selection.
- Cancel: This will close the New Connection popup.
- Test Connection: This will
validate - test the connection parameters you provided to ensure it can connect to your database. If the connection
was - is successful,
a message - an indicator will appear
.- Create View: This will save your connection and get you started on creating a view based on it. Save & Close:
- and you will be able to save the connection.
- Save: This will allow you to save your connection and
close the New Connection popup, returning you - and you will be able to save the connection.
- navigate to the Success page
you were on previously.Cancel- :
This closes the New Connection popup without saving your connection, returning you to the page you were on previously.We recommend testing the connection, and then saving it by using the Save & Close button.