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Salesforce (Legacy) connection

Salesforce is a cloud-based CRM platform that stores customer, sales, and operational data. The Salesforce Legacy connector enables you to extract and load Salesforce data using Data Integration, and supports two authentication methods: Credentials and OAuth2.

Prerequisites

Confirm the following before creating a Salesforce Legacy connection:

  • Salesforce edition with API access: Enterprise, Unlimited, and Developer editions include API access. Professional edition is available at an additional cost. Contact your Salesforce admin to confirm API access is enabled for your org.
  • API Enabled permission: The Salesforce user account used for the connection must have the API Enabled system permission. To verify, in Salesforce, navigate to Setup > Users > Profiles, select the profile, and confirm API Enabled is selected under System Permissions.

The following prerequisite applies only to the Credentials authentication method:

  • API security token: You need a valid Salesforce API security token for the user account.
Retrieving your API security token
  1. Log in to Salesforce and go to your personal Settings.
  2. In the Quick Find box, search for Reset My Security Token and select it.
  3. Click Reset Security Token. Salesforce emails the new token to the address on your user record.

For more information, refer to Reset Your Security Token.

note

The Reset My Security Token option does not appear if your Salesforce org restricts logins to trusted IP address ranges. In that case, a security token is not required for API access from those IP addresses. Contact your Salesforce admin if the option does not appear.

The following prerequisite applies only to the OAuth2 authentication method:

  • Admin approval: Salesforce requires connected apps to be installed in your org, or the authenticating user must hold the Approve Uninstalled Connected Apps or Use Any API Client permission. Your Salesforce admin may need to pre-authorize the Data Integration connected app before you can complete authentication. For more information, refer to Manage OAuth Access Policies for a Connected App

Establishing a Salesforce Legacy connection

  1. Navigate to the Data Integration Console.
  2. Click Connections and select + New Connection.
  3. Choose Salesforce (Legacy).
  4. Enter a Connection Name.
  5. Under Credentials Type, select one of the following:
    • Credentials: Enter your Salesforce Username, Password, and Token.
    • OAuth2: Authenticate using browser-based login and permission approval.
  6. Under Environment Type, select one of the following:
    • Production Environment: The live Salesforce system where real business data and processes run.
    • Sandbox Environment: An isolated testing environment that does not affect live data.
  7. Click Test Connection.
  8. If the test passes, click Save.
note
  • OAuth2 is not supported for Salesforce Sandbox. When connecting to a Sandbox environment, select Credentials as the authentication type and provide your Username, Password, and Token.
  • Do not use non-ASCII characters, escape characters, or special characters in your username, password, or token — such as &, /, \, {, }, [, or ] — to prevent encoding errors.
  • Connection error after a password change: When you update your Salesforce password, your existing security token is invalidated. Generate a new security token and update your connection settings in Data Integration. For more information, refer to Reset Your Security Token.
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