Salesforce Credentials

DataBlend Offers Two Ways to Connect:

Overview

DataBlend can establish a connection with Salesforce version that supports API access. If API is not supported Web Services API access can be added to the edition for additional charge. Make sure that API access is supported before creating credentials.

Connection without Report

Field Name	Required/ Optional	Description
Type	Required	Salesforce
Name	Required	Provide a unique name for this credential
Environment	Required	Select Sandbox or Production
Security Token	Required	Enter security token for the specific Salesforce user
Use Report	Optional	Ensure that the Use Report toggle is disabled.
Username	Required	Enter the Salesforce username
Password	Required	Enter the User password

To find your Salesforce Security Token, click your name at the top of the screen and select My Settings. On the left side of the page, select Personal > Reset My Security Token and click the Reset Security Token button. A security token will be sent to your email in a few minutes. You will need this token to make API calls to Salesforce from your Mule applications.

Connection with Report

Field Name	Required/ Optional	Description
Type	Required	Salesforce
Name	Required	Provide a unique name for this credential
Environment	Required	Select Sandbox or Production
Security Token	Required	Enter security token for the specific Salesforce user
Use Report	Optional	Ensure that the Use Report toggle is enabled.
Client ID	Required	Enter the Client ID. This is found within the Salesforce user account.
Client Secret	Required	Enter the Client Secret. This is found within the Salesforce user account.
Access Token	Optional	Do not fill. This field will auto-fill upon valid connection.
Refresh Token	Optional	Do not fill. This field will auto-fill upon valid connection.