Connect to Salesforce

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.
Runtime Environment	Informatica Cloud Hosted Agent, the runtime environment where you want to run tasks.

Salesforce connection types

Standard

A Salesforce standard connection requires at a minimum your Salesforce account user name, password, and service URL.

The following table describes the basic connection properties for standard connection:

Property	Description
User Name	The user name to connect to the Salesforce account.
Password	The password to connect to the Salesforce account.
Service URL	URL of the Salesforce service. For example: https://login.salesforce.com/services/Soap/u/60.0 By default, Salesforce connections for new organizations use version 60.0 of the Salesforce API. You can use any Salesforce API version up to 60.0, except the version 58.0. Maximum length is 100 characters. If you edit the service URL for an existing standard connection, you need to re-enter the password and security token.

Advanced settings

The following table describes the advanced connection properties for standard connection:

Property	Description
Security Token	Security token generated from the Salesforce application. Note: If you don't enter the Salesforce security token in this field, you need to add the Data Integration IP addresses to the trusted IP ranges in your Salesforce account. Otherwise, the connection might fail. For more information about the list of IP address ranges, see Standard.
Bypass proxy server settings defined for the Secure Agent	This property doesn't apply to a data loader task.

OAuth connection

OAuth connection requires your Salesforce consumer key, secret, and refresh token. When you use OAuth connection, you need to use the OAuth 2.0 protocol.

The following table describes the basic connection properties for OAuth connection:

Property	Description
OAuth Consumer Key	The consumer key to generate a refresh token.
OAuth Consumer Secret	The consumer secret to generate a refresh token.
OAuth Refresh Token	The refresh token that you generated using the SFDC OAuth 2.0 tool. For more information about how to generate the OAuth refresh token, see the Before you begin section.
Service URL	URL of the Salesforce service endpoint. For example: https://login.salesforce.com/services/Soap/u/60.0 You can use any Salesforce API version up to 60.0, except the version 58.0. Maximum length is 100 characters. When you edit the service URL for an existing OAuth connection, you need to re-enter the consumer key, consumer secret, and refresh token.

Advanced settings

The Service End Point and OAuth Access Token fields do not apply to OAuth authentication.

Connect to Salesforce

Before you begin

Connection details

Salesforce connection types

Standard

Advanced settings

OAuth connection

Advanced settings