Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

SFDC import supports these authentication types:

  • Credential

  • OAuth

Using Session ID for authentication is not supported for import.

Session ID is supported for the Salesforce Export Integration only.

Connect to Salesforce Using TD Console

...

  1. Go to Setup > Apps > App Manage.

  2. Select New Connected App.


    The steps may vary depending on the version of Salesforce you are running. In Spring 19 classic UI: Setup > Build > Create > Apps > Connected Apps > New.

    Image Modified


  3. Navigate to Setup > Build > Create (Apps), and validate all your connected apps:

    Image Modified


  4. Select your app name to go to the page where you can view and manage all information about your connected app.

  5. Write down or copy your Consumer Key (client_id) and Consumer Secret (client_secret).

    Image Modified


  6. For secure account access, get a Salesforce Security Token. If you don’t have a security token, go to Account > Settings > Reset My Security Token and select Reset Security Token. You’ll receive your Security Token by email.

    In Spring 19 classic UI: My account > My Settings > Personal > Reset My Security Token.

...

Expand
titleTo authenticate with Credentials
  1. To authenticate with your credentials, enter your username (your email) and password, as well as your Client ID, Client Secret, and Security Token.

  2. In the dialog box, enter login.salesforce.com as the login URL. Remove unnecessary letters from Login URL parameter.

Image Modified


Expand
titleTo authenticate with OAuth
Image Modified

5. Select Continue.

...

Without properly configured authority and access, you might encounter access restriction errors. For example:

Code Block
linenumberstrue
Response not 2xx: 
400 Bad Request {"error":"invalid_grant","error_description":"authentication failure"}

...

  1. Search for the connection you created. 

  2. Select New Source.

  3. Type a name for your Source in the Data Transfer field.

    Image Modified

  4. Click Next

  5. Edit the following parameters:

    Image Modified

Parameters

Description

Source

Name of the object you want to import

Include deleted records

Enables including deleted records

Use synchronous transfer only

Enables synchronous transfer using REST API

Incremental

Imports only new data since the last import

...

  1. Select Next. The Data Settings page opens.

  2. You can edit the SOQL query, WHERE conditions and Schema settings here.

  3. Optionally, skip this page of the dialog.

    Image Modified

Data Preview 

...