This dialog is used to configure a connection to Salesforce.com. Note that you need to install a driver on your computer to access the Salesforce.com connector. See the system requirements at http://support.spotfire.com/sr_spotfire_dataconnectors.asp for more information. You can also view Getting Started with Connectors to learn more about getting access to connectors in Spotfire.
Note: The Salesforce.com connector only supports importing data (in-memory). Keeping the data external, for in-database analysis, is not supported.
To add a new Salesforce.com connection to the library:
Select Tools > Manage Data Connections.
Click Add New > Data Connection and select Salesforce.com.
To add a new Salesforce.com connection to an analysis:
Select File > Add Data Tables.
Click Add.
Select Connection To > Salesforce.com.
Option |
Description |
Username |
The username you wish to use when logging in to the Salesforce.com database. |
Password
(followed by security token if applicable) |
The password for the specified username. You need to include the Salesforce.com security token as part of the password. Example: See the official Salesforce.com documentation to learn more about security tokens. |
Sandbox
URL (optional) |
In the text field, specify the URL to the Sandbox server you want to log in to. Example: Leave this field empty to log in to your regular Salesforce.com account. |