Connecting to Salesforce

Salesforce.com is a cloud Customer Relationship Management (CRM) platform. Use Analytics's data connector to import your organization's Salesforce data.

Before you start

Salesforce credentials

To connect to Salesforce, you must gather the following:

• Salesforce username
• Salesforce password
• Security token

  Note

  Some connections require a security token, while others do not. You only require a security token if your connection fails without it.

For help gathering the connection prerequisites, contact the Salesforce administrator in your organization. If your administrator cannot help you, you or your administrator should contact Salesforce Support.

Salesforce API and editions

The connector uses the Salesforce API to access data, therefore you or your Salesforce administrator must enable API access for your organization and user account in Salesforce before you connect. You must also have one of the following Salesforce editions:

• Developer Edition
• Professional Edition
• Enterprise Edition
• Unlimited Edition

Create a Salesforce connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL Connectors section, select Salesforce.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

3. In the Data Connection Settings panel, enter the connection settings and at the bottom of the panel, click Save and Connect.

   You can accept the default Connection Name, or enter a new one.

The connection for Salesforce is saved to the Existing Connections tab. In the future, you can reconnect to Salesforce from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Salesforce, see Import data using the Data Access window .