Connection tab

Use this tab to provide the credentials to connect to Salesforce. The Client id and Client secret are used for the service account, and the Username and Password credentials provide the user that the service account impersonates.

PDI Salesforce bulk operation step Connection tab
Field
Description

OAuth2 login endpoint

The endpoint to retrieve a token from Salesforce.

Client id

Client identifier required to get the authentication token from the Salesforce Oauth endpoint. This is set up in Salesforce.

Client secret

Client Secret credential required to get the authentication token from the Salesforce Oauth endpoint. This is set up in Salesforce.

Username

Specify the username for authenticating to Salesforce.

Password

Specify the password for authenticating to Salesforce.

Test connection

Click to verify the connection can be made to the Salesforce Webservice URL you specified.

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