Salesforce Sources > Before you begin > Create a connection
  

Create a connection

Before you configure the Salesforce catalog source, create a connection object in Administrator.
    1In Administrator, select Connections.
    2Click Add Connection.
    3Select Salesforce and click Next.
    4Enter the connection properties.
    The following table describes the 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.
    Runtime Environment
    The name of the runtime environment where you want to run tasks.
    Salesforce Connection Type
    The authentication type to use for the connection.
    Select one of the following methods:
    • - Standard.
    • - OAuth authentication.
    5Enter the following connection details for the Standard authentication type:
    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/64.0
    By default, Salesforce connections for new organizations use version 64.0 of the Salesforce API. You can use any Salesforce API version up to 64.0, except the versions 58.0 and 61.0.
    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.
    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.
    Bypass proxy server settings defined for the Secure Agent
    Bypasses the proxy server settings defined for the Secure Agent in the Secure Agent Manager and directly connects to Salesforce. If you do not select this option, the Salesforce connection uses the proxy server setting defined for the Secure Agent to connect to Salesforce.
    6Enter the following connection details for the OAuth authentication type:
    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/64.0
    You can use any Salesforce API version up to 64.0, except the versions 58.0 and 61.0.
    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.
    7Click Test to test your connection to the source system.
    8Click Save.
Note:
To run data profiling or data quality jobs on metadata extracted from Salesforce Data 360 objects,
Create a connection to run profile and data quality jobs
in Administrator.

Create a connection to run profile and data quality jobs

Before you run data profiling or data quality jobs on metadata extracted from a Salesforce Data 360 application, create a Salesforce Data 360 connection object in Administrator.
You need to configure the OAuth 2.0 client credentials authentication type.
    1In Administrator, select Connections.
    2Click Add Connection.
    3Select Salesforce Data 360 and click Next.
    4Enter the connection properties.
    The following table describes the 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.
    Runtime Environment
    The name of the runtime environment where you want to run tasks.
    Authentication Type
    The authentication type to use for the connection. Choose to connect using OAuth 2.0 client credentials.
    5Enter the following connection details for the OAuth 2.0 client credentials authentication type:
    Property
    Description
    Access Token URL
    The endpoint where OAuth 2.0 requests are sent to obtain an access token to connect to the Salesforce Data 360 instance.
    Specify the URL in the following format:
    https://<Salesforce Data 360 organization ID>.salesforce.com/services/oauth2/token
    Client ID
    Client ID of your application to connect to Salesforce Data 360.
    Client Secret
    The client secret associated with the client ID.
    Access Token
    The access token value.
    Click Generate Access Token to populate the access token value.
    6Click Test to test your connection to the source system.
    7Click Save.

Troubleshooting

If you run into connection errors, refer to the following section.

Metadata extraction jobs fail with "Cannot retrieve the organization"

If you select the OAuth authentication type and run a metadata extraction job, the job fails during the 'Test Connection' stage with the following error:
Unexpected error occurred: Cannot retrieve the organization for
\"https://login.salesforce.com/services/data/v53.0/query/?
q=SELECT+Name+FROM+Organization\", no graphs created"
You can see the error on the Logs tab of the Monitor page. The following image shows the error:
The image shows the "Cannot retrieve the organization" error.
This issue occurs when you provide login.salesforce.com as the service URL in the Salesforce catalog source connection configuration. You cannot use a generic service URL, such as login.salesforce.com.
To resolve this issue, use the specific service URL in the Salesforce catalog source connection configuration.
To identify the specific service URL, perform the following steps:
  1. 1Log in to your account with the https://login.salesforce.com/ URL.
    2. The service URL appears. For example, https://company-abc.my.salesforce.com.
  2. 2Copy the service URL from the URL bar.
    3. The service URL is specific to the credentials that you use to connect to the Salesforce REST API. The standard login or OAuth keys are generated based on the service URL.
Note:
The service URL configured in Administrator has the following structure:
https://company-abc.my.salesforce.com/services/Soap/u/55.0
.
The following image shows a reference service URL:
The image shows the service URL.