Server and port refer to the server and port the CData Sync App is running on. Click Enable OAuth Settings and enter a value in the Callback URL box.Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.In the Connected Apps section of the resulting page, click New. From Setup, enter Apps in the Quick Find box and then click the link to create an app.To obtain the OAuth client credentials, consumer key, and consumer secret: First, you'll need to create a Custom OAuth App. If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See Using OAuth Authentication for an authentication guide. Specify the security token in the SecurityToken connection property or append it to the Password.Click the link to reset your security token.Open the personal information page on.Add your IP address to the list of trusted IP addresses.Log in to Salesforce and enter Network Access in the Quick Find box in the setup section.By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses. Set the AuthScheme to Basic and set the User and Password to your login credentials. There are several authentication methods available for connecting to Salesforce includingĪuthenticating with User Credentials and a Security Token If you are using user/password authentication, ensure that you specify a sandbox user name in User. Set UseSandbox to true to use a Salesforce sandbox account. The Advanced tab lists connection properties that are not typically required.īy default, the Sync App connects to production environments. Required properties are listed under the Settings tab. If the Salesforce icon is not available, click the Add More icon to download and install the Salesforce connector from the CData site. Create a connection to Salesforce by navigating to the Connections page in the Sync App application and selecting the corresponding icon in the Add Connections panel.
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