Salesforce.com connection
To access your data in Salesforce.com, create a connection asset for it.
Salesforce.com is a cloud-based software company which provides customer relationship management (CRM). The Salesforce.com connection supports the standard SQL query language to select, insert, update, and delete data from Salesforce.com products and other supported products that use the Salesforce API.
Other supported products that use the Salesforce API
- Salesforce AppExchange
- FinancialForce
- Service Cloud
- ServiceMax
- Veeva CRM
Create a connection to Salesforce.com
To create the connection asset, you need these connection details:
- The username to access the Salesforce.com server.
- The password and security token to access the Salesforce.com server. In the Password field, append your security token to the end of your password. For example,
MypasswordMyAccessToken. For information about access tokens, see Reset Your Security Token. - The Salesforce.com server name. The default is
login.salesforce.com.
Choose the method for creating a connection based on where you are in the platform
- In a project
- Click Assets > New asset > Connect to a data source. See Adding a connection to a project.
- In a catalog
- Click Add to catalog > Connection. See Adding a connection asset to a catalog.
- In a deployment space
- Click Import assets > Data access > Connection. See Adding data assets to a deployment space.
- In the Platform assets catalog
- Click New connection. See Adding platform connections.
Next step: Add data assets from the connection
Where you can use this connection
You can use Salesforce.com connections in the following workspaces and tools:
Projects
- DataStage (DataStage service). See Connecting to a data source in DataStage. The Salesforce API for DataStage connection gives you increased performance and more features such as before and after SQL statements and reject links. However, you cannot use the Salesforce API for DataStage connection outside of the DataStage service.
- Metadata import (IBM Knowledge Catalog)
- SPSS Modeler (watsonx.ai Studio)
Catalogs
-
Platform assets catalog
-
Other catalogs (IBM Knowledge Catalog)
- Data Virtualization service
- You can connect to this data source from Data Virtualization.
Restriction
You can only use this connection for source data. You cannot write to data or export data with this connection.
Known issue
The following objects in the SFORCE schema are not supported: APPTABMEMBER, CONTENTDOCUMENTLINK, CONTENTFOLDERITEM, CONTENTFOLDERMEMBER, DATACLOUDADDRESS, DATACLOUDCOMPANY, DATACLOUDCONTACT, DATACLOUDANDBCOMPANY, DATASTATISTICS, ENTITYPARTICLE, EVENTBUSSUBSCRIBER, FIELDDEFINITION, FLEXQUEUEITEM, ICONDEFINITION, IDEACOMMENT, LISTVIEWCHARINSTANCE, LOGINEVENT, OUTGOINGEMAIL, OUTGOINGEMAILRELATION, OWNERCHANGEOPTIONINFO, PICKLISTVALUEINFO, PLATFORMACTION, RECORDACTIONHISTORY, RELATIONSHIPDOMAIN, RELATIONSHIPINFO, SEARCHLAYOUT, SITEDETAIL, USERAPPMENUITEM, USERENTITYACCESS, USERFIELDACCESS, USERRECORDACCESS, VOTE.
Learn more
Parent topic: Supported connections