Setup Salesforce instance
To set up you salesforce instance follow the steps below:
- Login to DBSync Cloud Replication instance
- Select the desired profile
- Connect to Salesforce
Following fields are auto filled:
Environment and Soap Endpoint
Click the blue icon Connect to Salesforce:
A pop-up asking for your Salsforce credentials will appear on the screen
Provide the login credential and click Log In
The User Name and Password fields are automatically populated
Click Save
A pop-up confirming the Connection is Saved will appear on the screen
Click Test Connection
A pop-up confirming the connection is established will appear on the screen.
Click Next
You will be redirected to configure your Database.