Salesforce (CDATA Sync)

This will require Data Admin privileges to setup and Builder for implementation.

The iDashboards Salesforce connection uses a third party application to sync the data of Salesforce back to a database. When properly configured the sync application will allow the data to sync as frequently as every 15 minutes.

Database Setup for CDATA Sync

The sync utility allows for multiple database options for syncing. The below instructions are informational steps not an exact step by step process.

• CDATA Sync for Salesforce
• Salesforce
• SQL Database (MS SQL Server, Oracle, MySQL)

1. Login to your database server
   • You will need a System Administrator Account to perform all of the steps below
2. Create a database called Salesforce
   • We will be using the database name of Salesforce in the rest of the document
     • If you choose a different name the remaining instructions will not be accurate
3. Create a Username for the Sync application to use
   • This account will be used for the Sync utility to input data into the Database
4. Mapping the Username to the database
   • Make sure that the Username has permission to login and configure the database
5. User permissions
   • Grant the db_owner permission for this user to the Salesforce database
   • If a lesser permission is granted not all features of the application will be able to be used

SalesForce

1. Login to Salesforce
2. Click your Name in the top right and select My Settings
3. Click Personal
4. Click Reset My Security Token
   • Click the Reset Security Token button
   • Check your email for your new Security Token
5. Document the required information:
   1. Security Token:
   2. Username:
   3. Password:

Configuring the CDATA Sync Utility

1. Setting up the Connection Tab
   • Authentication Section
     • Place your Password in the Password line
     • Place your Security Token in the Security Token line
     • Place your Username in the User line
     • Click Test Connection
     • Close the Connected to the server successfully window
2. Setting up the Database Tab
   • Select Database
     • Please configure your database information
       • The information that will be needed:
         • Server Hostname
         • Port
         • User
         • Password
         • Database of your SQL server
       • Click Test Connection
       • Close the Connected to the server successfully window
       • Run the synchronization process!

For More Information:

• Creating a Database URL (Connection String)
• Salesforce Integration Documentation
• iDashboards Admin Manual 10. Managing Data Sources

Disclaimer: iDashboards Technical Support Engineers are not proficient in the Management and Integration of every API that exists as new APIs are being created everyday with each company that wants to provide seamless integration with other software. However, we do our best to help you make these connections because we want to assist you in your success. If you do not see an article for a connection you would like to make please contact iDashboards Support and know that it will take a bit of time to figure out what is necessary for this integration.

If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.