Follow the instructions below to connect Yellowfin to a SalesForce data source. You can install either of the two type of driver for SalesForce: PROGRESS or RSSBUS.
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 Plugin Manager or Creating a Basic Data Source Connection. |
1. Click on the Create button and choose the data source option.
2. Select SalesForce.com from the databases list.
3. When the New Connection popup appears, provide a name and description for your database.
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: