Toad allows you to connect directly to Salesforce.com, one of the business intelligence data sources supported by Toad. Toad supports authentication using either a Salesforce security token or single sign-on with your corporate credentials.
See also, About Salesforce.com Data Sources.
To create a Salesforce connection
Enter the connection information. Review the following for additional information:
URL |
Enter the Salesforce.com URL to which you want to connect. Note: An example is https://login.salesforce.com. |
Username |
Enter your email login. Note: You must have a Salesforce email login to create this type of connection to Salesforce.com from Toad. |
Password |
Enter the password to use when connecting. Tip: After connecting, you can set a master password to further secure your connection in Tools | Options| Environment | Security. |
Security token |
Enter your Security Token provided by Salesforce. Note: You must have a Salesforce security token to create this type of Salesforce.com connection from Toad. See Important Notes about Salesforce Connections for more information. |
Category |
(Optional) Select an existing category or create a new one. |
To create a Salesforce connection using your corporate credentials (single sign-on), select the Corporate Credentials tab.
Enter your company's custom Salesforce URL. An example is https://company.my.salesforce.com or http://salesforce.servername.
Note: If you authenticate and request login to Salesforce through your company's server (e.g., http://salesforce.servername), you may need to contact your IT department to obtain the full URL to enter in this step.
If the Salesforce log-in page displays, enter your corporate credentials (user name and password) and click Log in to Salesforce.
Note: The Salesforce log-in page does not display when authenticating through your company's server.
Upon creating an initial connection, Toad automatically maps the data source objects. This process runs in the background, and until it is finished, you may experience a delay when attempting to access these objects.
Note: In NoSQL and Business Intelligence connections, Toad automatically saves the password in the connections.xml file as obfuscated text, as well as in Toad. To add additional password security, use Toad's Master Password feature.
Use the manual single sign on method when you want to create a Salesforce connection using your corporate credentials but you are having problems accessing Salesforce from Toad, for example, if Toad does not have access to the Internet.
Create a Salesforce.com connection - manual single sign-on
If you encounter an error message when attempting to connect to Salesforce using your corporate credentials connection, Toad's authorization (access) to Salesforce may be lost. Use the following procedure to re-establish authorization for the connection.
To Reauthorize
If the Salesforce log-in page displays, re-enter your corporate credentials.
Note: The Salesforce log-in page does not display when authenticating through your company's server.
Tips:
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