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Salesforce Connection Profile
Create a Salesforce connection profile in Data Trust using Salesforce API authentication credentials to enable data quality jobs against Salesforce objects.
Overview
Data Trust supports direct connections to Salesforce for running data quality and reconciliation jobs against Salesforce objects (e.g., Account, Contact, Opportunity). The Salesforce connection uses Salesforce API authentication with a username, password, sandbox flag, and security token.
Prerequisites
- You are logged in to Data Trust with an Admin Pro-User role.
- You have a Salesforce account with API access enabled.
- You have your Salesforce username, password, security token, and the Salesforce server URL (production: login.salesforce.com, sandbox: test.salesforce.com).
Creating a Salesforce Connection
Path: Data Trust › Admin Console › Connection Explorer › + New ConnectionFigure 1: Navigate to Admin Console › Connection Explorer.
Open Admin Console from the left navigation and select Connection Explorer to manage all connection profiles.
Figure 2: Connection Explorer — click “+ New Connection” to begin creating a Salesforce profile.
The Connection Explorer shows all profiles. Click + New Connection in the top-right to open the Create Connection form.
- Click + New Connection.
Figure 3: Create Connection page — enter a Connection Name and select “Salesforce” from the Source Name dropdown.
Enter a unique Connection Name (e.g., Salesforce Connection). Click the Source Name dropdown and select Salesforce. The Connection Parameters tab automatically updates to show Salesforce-specific fields.
- Enter a unique Connection Name.
- Select Salesforce from the Source Name dropdown.
Figure 4: Salesforce connection parameters — Server (hostname), UserName, Password, Sandbox (true/false), and SecurityToken fields.
The Salesforce connection form has five required fields on the Connection Parameters tab: Server (Salesforce login URL), UserName (your Salesforce login email), Password, Sandbox (true for sandbox org, false for production), and SecurityToken (the API security token from your Salesforce profile settings).
- Fill in the Server field with your Salesforce login URL.
Figure 5: The Server field info tooltip shows the expected format — e.g., your Salesforce org’s hostname.
Clicking the (i) icon next to the Server field reveals a tooltip with the expected format. For production: login.salesforce.com. For sandboxes: test.salesforce.com. For custom domains, use your MyDomain URL.
Figure 6: Password field — enter your Salesforce account password. Use the eye icon to toggle visibility.
The Password field masks input by default. Click the eye icon to reveal the password for verification. The (i) icon beside it provides additional guidance on Salesforce password requirements.
Figure 7: All five Salesforce connection parameters filled in — Server, UserName, Password, Sandbox (set to “true”), and SecurityToken.
All five fields are now populated. Sandbox is set to true in this example, indicating this connection points to a Salesforce sandbox organisation. Set it to false for production. The SecurityToken is a separate alphanumeric token generated in Salesforce profile settings (My Settings › Personal › Reset My Security Token).
Figure 8: Connection Parameters fully populated — all fields show values (redacted here for security).
The completed connection form with all fields filled. The values are masked/redacted in this screenshot for security. Ensure all five fields are filled correctly before proceeding to Additional Settings or testing.
- Click the Additional Settings tab and configure parallelism and user group access as needed.
Figure 9: Additional Settings tab — configure Default Parallelism, Max Parallelism, packet sizes, User Groups, and optional Query Timeout for the Salesforce connection.
Configure the performance and access settings for this Salesforce connection. The default values (Parallelism 1/20, Packet Size 50,000/1,000,000) are suitable for most Salesforce orgs. Assign the appropriate User Groups so the correct teams can use this connection in their scenarios and queries.
- Click Test Connection to verify the Salesforce credentials.
Figure 10: Click “Test Connection” to validate the Salesforce credentials before saving.
The Test Connection button initiates an API authentication attempt against the Salesforce org. Data Trust will use the Server, UserName, Password, Sandbox flag, and SecurityToken to authenticate. Ensure the Salesforce user account has API access and that the security token is current (it resets when the password changes).
A green “Test Connection Successful!” toast confirms the Salesforce credentials are valid.
Figure 11: Green “Test Connection Successful!” toast — Salesforce credentials verified and the connection is ready to save.
The green toast confirms Data Trust authenticated successfully against the Salesforce org. If the test fails, verify the SecurityToken is current (Salesforce invalidates it when the password changes), the Sandbox flag matches the org type, and the user has API access enabled.
- Click Save to create the Salesforce connection profile.
Figure 12: Click Save to persist the Salesforce connection profile.
Clicking Save stores the Salesforce connection profile permanently. The profile is immediately available for use in scenarios, queries, and jobs across Data Trust.
The Salesforce profile appears in the Connection Explorer and is available for use across Data Trust.
Figure 13: Connection Explorer — the Salesforce connection profile is now listed and available for use in Data Trust scenarios and queries.
The new Salesforce Connection profile appears in the Connection Explorer table with Source Name Salesforce and Source Type Web Services. Its Last Status will update to Passed after the first successful test or execution.