Connecting to Salesforce - data_integration_1 - discovery - spectrum_platform - 23.1

Spectrum Discovery Guide

Product type
Software
Portfolio
Verify
Product family
Spectrum
Product
Spectrum > Discovery
Version
23.1
Language
English
Product name
Spectrum Discovery
Title
Spectrum Discovery Guide
Topic type
Overview
Reference
How Do I
First publish date
2007
ft:lastEdition
2024-02-07
ft:lastPublication
2024-02-07T17:21:58.768552
  1. Access the Connections page using one of these:
    Spectrum Management Console:
    Access Spectrum Management Console using the URL: http://server:port/management console, where server is the server name or IP address of your Spectrum Technology Platform server and port is the HTTP port used by Spectrum Technology Platform.
    Note: By default, the HTTP port is 8080.
    Click Resources > Connections.
    Spectrum Discovery:
    Access Spectrum Discovery using the URL: http://server:port/discovery, where server is the server name or IP address of your Spectrum Technology Platform server and port is the HTTP port used by Spectrum Technology Platform.
    Note: By default, the HTTP port is 8080.
    Click Connect.
  2. Click the Add connection button .
  3. In the Connection Name box, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  4. In the Connection Type field, choose Salesforce.
  5. In the Username field, enter the email ID registered on the Salesforce data store.
  6. In the Password field, enter a combination of the Salesforce portal password and the security token generated through the Salesforce portal.

    For example, if your password is Sales@Test, and the security token provided to you by Salesforce is 56709367, then the Password to authenticate this Salesforce connection would be Sales@Test56709367.

  7. Set the Use default endpoint toggle to No if you want to use a specific endpoint URL to access the Salesforce data. Enter the required URL in the Salesforce URL field displayed just below the Use default endpoint toggle.
    Note: The Salesforce URL is mandatory.
  8. Set the Use bulk read toggle to Yes if you want to fetch bulk data from Salesforce. Default is No.
    Note: Query for bulk data fetching does not work for address and geolocation compound fields. For more information about the considerations and limitations of bulk query, see Compound Field Considerations and Limitations and Bulk API Limits.
  9. To test the connection, click Test.
  10. Click Save.
    Note: Audit fields are enabled on all tables by default. The Salesforce audit fields are:
    • created date
    • last modified date
    • created by
    • last modified by
Attention: Physical model created in Spectrum Technology Platform version 10 and earlier using Salesforce connections need to be opened and saved again in order to enable audit fields on their tables.