Configuring the Adapter for Salesforce.com

How to:

Reference:

Configuring the adapter consists of specifying connection and authentication information for each of the connections you want to establish.


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Procedure: How to Configure the Salesforce.com Adapter

You can configure the adapter from either the Web Console or the Data Management Console.

  1. From the Web Console menu bar, click Adapters

    or

    From the Data Management Console, expand the Adapters folder.

    The Adapters folder opens.

  2. Expand the Available folder, if it is not already expanded.
  3. Expand the ERP folder, and then expand the Salesforce folder.
  4. Right-click Salesforce.com and select Configure.

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Procedure: How to Declare Connection Attributes for Salesforce.com

You can declare connection attributes for salesforce.com from either the Web Console or the Data Management Console.

  1. From the Web Console menu bar, click Adapters

    or

    From the Data Management Console, expand the Adapters folder.

    The Adapters folder opens.

  2. Expand the Available folder, if it is not already expanded.
  3. Expand the ERP folder and then expand the Salesforce.com folder.
  4. Right-click Salesforce.com and select Configure.

    The Add Salesforce.com to Configuration dialog box opens, as shown in the following image.

    Configure Salesforce

  5. Enter values for the parameters required by the adapter and click Configure.

    For a description of these parameters, see Salesforce.com Connection Parameters.


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Reference: Salesforce.com Connection Parameters

The following list describes the information in the Add Connection to IWAF dialog box. Not all options appear for all applications.

Connection name

Logical name used to identify this particular set of connection attributes. The default is CON01.

x x

User

Salesforce.com user ID (email address).x x

Password

The password associated with your salesforce.com user ID, followed by the security token. For example, if your password is myPass and your security token is xyyzyx then you would enter myPassxyyzyz. x x

Salesforce URL

The URL to login to salesforce.com using SOAP. Use the default value provided unless instructed otherwise by customer support.

Select profile

Select a profile from the drop-down menu to indicate the level of profile in which to store the CONNECTION_ATTRIBUTES command. The global profile, edasprof.prf, is the default.

If you wish to create a new profile, either a user profile (user.prf) or a group profile if available on your platform (using the appropriate naming convention), choose New Profile from the drop-down menu and enter a name in the Profile Name field (the extension is added automatically).

Store the connection attributes in the server profile (edasprof).


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