Toad Data Studio 1.1 - User Guide

Create Salesforce Connections

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

1. Click on the Connections toolbar (ALT+F+N).
2. Select Salesforce from the Group list. The Create New Connection dialog opens.
3. To create a Salesforce connection using your Salesforce email login, select the Credentials tab.

   1. 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. See Set Connection Categories for more information.

   2. After entering the connection information, click Connect to connect immediately while saving the connection information. Optionally, click Save to save the connection without connecting.

4. To create a Salesforce connection using your corporate credentials (single sign-on), select the Corporate Credentials tab.

   1. 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.

   2. 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.

   3. The Salesforce consent page displays. Click Allow to allow Toad access to your Salesforce data.

5. 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. See Security Options for more information.

Manual Single Sign-On

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

1. In the Create New Connection dialog, select the Manual Single Sign On tab.
2. Log-in to your Salesforce.com account using your browser. After you log-in, copy the full URL from the browser's address bar and paste it into the text box under Step 1 in the Manual Single Sign On tab.
3. A URL appears in the text box under Step 2. Copy this URL and then paste it into the address bar in your browser.
4. The Salesforce consent page displays. Click Allow.
5. A page displays containing the authorization code. Copy the code and paste it into the text box under Step 3. Then click Connect.

Reauthorizing a Connection (If Using Corporate Credentials)

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

1. In the Navigation Manager, disconnect from the connection. You must disconnect before you can re-authorize.
2. After disconnecting, right-click the connection and select Properties.
3. In the Connection Properties dialog, click Reauthorize in the Corporate Credentials tab.

4. 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.

Important Notes about Salesforce Connections

• If you connect to Salesforce using a proxy, you must define the proxy server in Toad. See Data Services Options for more information.
• A Security Token is required to log on to Salesforce.com from Toad, using your Salesforce email login.
• For information about how to generate a new security token, see the Salesforce documentation at https://login.salesforce.com/help/doc/en/user_security_token.htm.
• You may need to have your IP address included in your organization's list of trusted IP addresses. For more information, see the Salesforce documentation at http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_concepts_security.htm.

Tips: 

• For more information about working with Salesforce.com in Toad, see About Salesforce.com Data Sources.
• Connections are stored in the connections.xml file and can be found by clicking the Application Data Directory link in Help | About.
• You can specify a proxy server to use for Business Intelligence and NoSQL connections at Tools | Options | Database | Data Services.

Related Topics

Connection/Navigation Manager

Understand Toad Connections

Switching Connections in Toad

About Salesforce.com Data Sources