Salesforce Setup

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.