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  1. Once, you have logged in then click to "main menu" in the right hand top corner on the home page of DBSync replication Replication portal.
  2. Next, enter the required proxy credentials in different text boxes like proxy host, port, username and password under the global settings section.
  3. Click on save changes button to save a global settings details.

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Source application profile Includes Salesforce and Microsoft CRM. The source app profile is created within DBSync replication Replication platform.

Follow these steps to create a profile under source application like Salesforce and Microsoft CRM.

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  1. Click to "Salesforce and Microsoft CRM" setup tab on the left hand corner in the profiles section of DBSync replication Replication portal.
  2. Don't change the "environment and soap end details", all these details are pre-filled.
  3. Next, enter the "username" and "password" credential for Salesforce and Microsoft CRM.

    Figure:3


  4. "OR", "Other option for Salesforce" Click on connect to Salesforce (OAUTH) to enter Salesforce login credentials like "username" and "password" to connect the salesforce application.

    Figure:4



  5. Click on test connection button to validate your source application login details. 

    Figure:5



  6. Click on save button to save your source apps login details.

    Figure:6



  7. Once completed, click on next button to proceed to database setup tab.

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