Tags: 
1.4, Connection, Salesforce, CRM

Overview

Salesforce Connection Manager is SSIS Connection Manager for establishing Salesforce connections. Use the API to build components based on Salesforce Connection Manager.


Setup

Use the Salesforce Connection Manager dialog to specify properties for connecting to Salesforce service.

Server Options

Specify user name in email-like format.

Specify password to access Salesforce service.

Specify the number of seconds before timing out session connect. The default value of this property is 60 seconds.

Specify if all clients should use the same connection. This property has the options listed in the following table.

Value Description
True All clients use same connection (default).
False Every client use different connection.
This parameter is not visible in the connection manager dialog.
Test Connection

Confirm connection manager configuration by clicking Test Connection.


Advanced Options 1.4 SR-1

Specify Salesforce service URL. This property should be explicitly specified when doing sandbox testing. Sample URLs:

  • https://test.salesforce.com/services/Soap/u/9.0
  • https://test.salesforce.com/services/Soap/c/17.0
  • https://test.salesforce.com/services/Soap/u/20.0

Specify the ID of the organization against which you will authenticate Self-Service users.

Specify the ID of the portal for this organization.

Specify to allow duplicates to be preserved.

Specify to allow field truncation.

Specify to roll back all changes unless all records are processed successfully.

Specify the Salesforce identifier of the assignment rule to be invoked when lead or case is created.


Proxy Options 1.4 SR-3

Specify the name or IP address of the proxy server. If not specified, proxy server is not used.

Specify the port number on the proxy server to use for the connection.

Specify user name to access the proxy server.

Specify password to access the proxy server.


How to trace the web services calls in use?

We recommend using the Fiddler tracing application. Make sure you enable HTTPS tracing option before you start your trace.


Related documentation