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Salesforce.com connection

Salesforce.com connection

To access your data in Salesforce.com, create a connection asset for it.

Salesforce.com is a cloud-based software company which provides customer relationship management (CRM). The Salesforce.com 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.

Other supported products that use the Salesforce API

  • Salesforce AppExchange
  • FinancialForce
  • Service Cloud
  • ServiceMax
  • Veeva CRM

Create a connection to Salesforce.com

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

  • The username to access the Salesforce.com server.
  • The password and security token to access the Salesforce.com server. In the Password field, append your security token to the end of your password. For example, MypasswordMyAccessToken. For information about access tokens, see Reset Your Security Token.
  • The Salesforce.com server name. The default is login.salesforce.com.

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

Next step: Add data assets from the connection

Where you can use this connection

You can use Salesforce.com connections in the following workspaces and tools:

Projects

  • DataStage (DataStage service). See Connecting to a data source in DataStage. The Salesforce.com (optimized) connection gives you increased performance and more features such as before and after SQL statements and reject links. However, you cannot use the Salesforce.com (optimized) connection outside of the DataStage service.
  • Metadata import (IBM Knowledge Catalog)
  • SPSS Modeler (Watson Studio)

Catalogs

  • Platform assets catalog

  • Other catalogs (IBM Knowledge Catalog)

Watson Query service
You can connect to this data source from Watson Query.

Restriction

You can only use this connection for source data. You cannot write to data or export data with this connection.

Known issue

The following objects in the SFORCE schema are not supported: APPTABMEMBER, CONTENTDOCUMENTLINK, CONTENTFOLDERITEM, CONTENTFOLDERMEMBER, DATACLOUDADDRESS, DATACLOUDCOMPANY, DATACLOUDCONTACT, DATACLOUDANDBCOMPANY, DATASTATISTICS, ENTITYPARTICLE, EVENTBUSSUBSCRIBER, FIELDDEFINITION, FLEXQUEUEITEM, ICONDEFINITION, IDEACOMMENT, LISTVIEWCHARINSTANCE, LOGINEVENT, OUTGOINGEMAIL, OUTGOINGEMAILRELATION, OWNERCHANGEOPTIONINFO, PICKLISTVALUEINFO, PLATFORMACTION, RECORDACTIONHISTORY, RELATIONSHIPDOMAIN, RELATIONSHIPINFO, SEARCHLAYOUT, SITEDETAIL, USERAPPMENUITEM, USERENTITYACCESS, USERFIELDACCESS, USERRECORDACCESS, VOTE.

Learn more

Parent topic: Supported connections

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