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Connect to Salesforce

Let's configure the Salesforce connection properties to connect to Salesforce.
By default, Salesforce connections for new organizations use the Salesforce API version 60.0. You can edit existing Salesforce connections or create new connections to use any Salesforce API version up to 60.0, except the version 58.0.

Before you begin

Before you get started, you'll need to get information from your Salesforce account based on the connection type that you want to configure.
To configure a standard connection, get the Salesforce user name, password, service URL, and security token from your Salesforce account.
To configure an OAuth connection, get the consumer key, consumer secret, and service URL from your Salesforce account. You also need to get the OAuth refresh token that is generated from the SFDC OAuth tool provided by Informatica.
Check out Prepare for authentication to learn more about the authentication prerequisites.
The following video shows you how to get the information that you need from your Salesforce account and how to generate an OAuth refresh token using the SFDC OAuth tool:
The video shows you how to get information from your Salesforce account.https://infa.media/3PSXBnG

Connection details

The following table describes the basic connection properties:
Property
Description
Connection Name
Name of the connection.
Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
Maximum length is 255 characters.
Description
Description of the connection. Maximum length is 4000 characters.
Type
Salesforce
Runtime Environment
The name of the runtime environment where you want to run tasks.
Select a Secure Agent, Hosted Agent, or serverless runtime environment.
Hosted Agent doesn't apply to mappings in advanced mode.

Salesforce connection types

You can configure standard and OAuth connection types to access Salesforce.
Select the required connection type and then configure the connection-specific parameters.

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