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Overview
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Install
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1. Create a new Data Source by using one of these methods:
You will now see the New Connection lightbox.
Left Side Navigation | Top Right (with Left Side Nav enabled) |
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Toolbar | Admin Console |
2. Select the Salesforce connector to set up your data source.
3. Fill in the details required by the connector. In this example, you will need to complete the Name and Description.
This should describe the specific connection, rather than the connector.
4. Complete the Connection Instructions. Each connector will have different requirements that will need to be completed in order to successfully access your data.
5. From here you will have to authorise the connector. Start by clicking on the Authorise Salesforce button.
6. Enter your login credentials for Salesforce, and click Log In.
7. You may now have to confirm your account details. Follow the steps provided.
8. Once confirmed, you will be provided with a Code that needs to be copied.
9. Return to the New Connection window and paste your Code into the box displayed here.
10. Click Validate PIN to continue.
11. From here you have a range of options available to you:
Your connection is now complete.
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