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).

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 to access the Salesforce.com server.
• The Salesforce.com server name. The default is login.salesforce.com.

Append your security token to the end of your password. See Reset Your Security Token for information about security tokens.

For Credentials, you can use secrets if a vault is configured for the platform and the service supports vaults. For information, see Using secrets from vaults in connections.

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

In a project Click Add to project > 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

• See Add data from a connection in a project.
• See Add data from a connection in a catalog.

Where you can use this connection

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

Analytics projects

• DataStage (DataStage service). The Salesforce.com (optimized) connection for DataStage gives you increased performance and more features such as before and after SQL statements, sparse lookup, and rejects links. However, you cannot use the "(optimized)" connection with other tools.
• Metadata import (Watson Knowledge Catalog)
• Notebooks (Watson Studio). Use the insert-to-code function to get the connection credentials and load the data into a data structure. See Load data from data source connections.
• SPSS Modeler (SPSS Modeler service)

Catalogs

• Platform assets catalog
• Other catalogs (Watson Knowledge Catalog)

Data Virtualization service You can connect to this data source from Data Virtualization.

Restriction

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

Learn more

• Get Started with Salesforce
• Salesforce editions with API access

Parent topic: Supported connections