How Do I Connect #WatsonAnalytics to my Instance of Salesforce so it may be used as a Data Source?

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How Do I Connect #WatsonAnalytics to my Instance of Salesforce so it may be used as a Data Source?

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Question:

I am having difficulty connecting my instance of Watson Analytics to Salesforce so it can be used as a data source. What is the Procedure for connecting these two products?

Solution:

Note: Connecting Watson Analytics to Salesforce requires the user to have a Developer or Enterprise (paid) version of Salesforce. The free version of Salesforce will not allow for connecting to Watson Analytics.

The purpose of this tutorial is to guide a user to obtaining a security token which must be affixed to the Salesforce password in order to successfully connect.

  1. Log in to Salesforce.
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  2. By default the Lightning Experience should be enabled. To confirm, navigate to Lightning Experience found on the left side panel and verify that it has been enabled.
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  3. Access Settings found in upper left user icon (depicted with a user icon).SF_3
  4. Search for Security and click Reset My Security Token. Click the Reset Security Token button. You should receive an email with your new security token.
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  5. From the email, copy the Security Token (this is used at the end of a Salesforce password)
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  6. In IBM Watson Analytics, create a data connection. From the User menu icon, select Account Settings.
  7. From the Connections menu on the left side of the screen, select Data Connections.
  8. Click the Create new connection icon.
  9. Click the Salesforce.com icon.
  10. In the Password with security token text box, enter your Salesforce.com password appended with the security token copied in Step 5.
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    Required Fields –
    Connection Name: XXXXXXXXX
    Username: “Insert Salesforce Login ID”
    Password with Security Token: “Password”+”SecurityToken” (no space or symbol in between both)

You should now have a successful connection from Watson Analytics (WA) to Salesforce.com (SFDC)

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