config-salesforce-acct-as-data-source.md

Configure a Salesforce connection

Create a new connection configuration for Salesforce by entering the following:

• A unique, meaningful name such as Salesforce-Marketing-Shared. If a configuration with the same name exists, AutoSync displays an Asset conflict error message.
• Select Include deleted records to have AutoSync track deletions. On the first load, AutoSync adds all previously deleted records to the destination with a value of True in the IsDeleted column. On synchronization, AutoSync inserts True in the IsDeleted column for records deleted since the last load.
• Account Properties:
  • Username: A username for an account with the correct permissions for AutoSync to load and synchronize data. For example, WIN-USER\slogic.
  • Password: The password for the account. Note that multiple retries with an invalid password can cause your account to be locked.
  • Login URL: Enter the URL that is used to log in to Salesforce. For example, https://login.salesforce.com/.
  • Security token: Enter the valid security token configured during the account configuration. To create a security token, log into your Salesforce account and go to Personal Setup > My Personal Information > Reset My Security Token.
• Validate and Save: After saving and validating, AutoSync adds the configuration to the list of saved connections.

After configuring a destination, you will choose which tables to synchronize.