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Salesforce

Nexla's bi-directional connectors can both send data to and receive data from any data system. This means that once a user has created or gained access to a credential for any data system, building any data flow to ingest data from or send data to a location within that data system requires only a few simple steps.

For the version of this article pertaining to the previous Nexla UI, click here.

1. Credentials​

This section provides information about and step-by-step instructions for creating a new Salesforce credential in Nexla.

1.1 Add a New Salesforce Credential​

  1. After selecting the data source/destination type, in the Authenticate.png screen, click AddANewCredential.png. This will open the Add New Credential window.

      AddNewCredential.png

  2. Enter a name for the credential in the Credential Name field.

      CredName.png

  3. Optional: Enter a description for the credential in the Credential Description field.

      CredDescription.png

1.2 Authorize Salesforce Access​

  1. Choose the type of the Salesforce instance to which this credential should connect from the Salesforce Instance Type pulldown menu.

      Instance_Type.png

  2. Click Authorize.png, and log into the Salesforce account to which this credential should be connected in the pop-up window that appears.

      Login_Window.png

1.3 Save and Create the Salesforce Credential​

  1. Once all of the relevant steps in the above sections have been completed, click Save.png at the bottom of the Add New Credential screen to save the credential and all entered information.

      Save2.png

  2. The newly added credential will now appear in a tile on the Authenticate.png screen and can be selected for use with a new data source or destination.

      CredentialsList.png

2. Data Source​

To ingest data from a Salesforce location, follow the instructions in Section 2 of Common Setup for Databases & Data Warehouses.

3. Data Destination​

To send data to a Salesforce location, follow the instructions in Section 3 of Common Setup for Databases & Data Warehouses.