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Salesforce.com (optimized) connection

Salesforce.com (optimized) connection

To access your data with the Salesforce.com (optimized) connection, create a connection asset for it. This connection works with the Salesforce.com (optimized) connector, which has exclusive features for DataStage.

Salesforce.com is a cloud-based software company which provides customer relationship management (CRM). The Salesforce.com (optimized) connection supports the standard SQL query language to select, insert, update, and delete data from Salesforce.com products and other supported products that use the Salesforce API.

Create a connection with Salesforce.com (optimized)

To create the connection asset, you need these connection details:

  • URL: a SOAP endpoint URL (https://<SOAP-endpoint-hostname>/services/Soap/u/<SOAP-version-number>)
  • Username and password
  • if using OAuth authentication, appropriate keys are required

Select Proxy server to access the Salesforce.com data source through a proxy server. Depending on its setup, a proxy server can provide load balancing, increased security, and privacy. The proxy server settings are independent of the authentication credentials and the personal or shared credentials selection.

  • Proxy server hostname or IP address: The proxy URL. For example, https://proxy.example.com.
  • Proxy server port: The port number to connect to the proxy server. For example, 8080 or 8443.
  • The Proxy server username and Proxy server password fields are optional.

Choose the method for creating a connection based on where you are in the platform

In a project
Click Assets > New asset > Data access tools > Connection. See Adding a connection to a project.
In the Platform assets catalog
Click New connection. See Adding platform connections.
In a deployment space
Click Add to space > Connection. See Adding connections to a deployment space.

Next step: Add data assets from the connection

Where you can use this connection

You can use the Salesforce.com (optimized) connection in the following workspaces and tools:

Projects

Catalogs

  • Platform assets catalog

Learn more

Parent topic: Supported connections

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