DBSync Cloud Workflow (iPaaS)

2022

Page tree

Versions Compared

Old Version 19

changes.mady.by.user Tushar Singh

Saved on

compared with

New Version Current

changes.mady.by.user Tushar Singh

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. After the successful import of Salesforce & Microsoft Dynamics NAV into your account, a user will be re-directed to the connector listing page.
  2. You will see MS NAV & Salesforce connectors.
  3. Click on the Edit of the MS NAV to configure the NAV connector to connect to your NAV instance.
    1. Nav requires the following parameters to connect to your NAV instance.
      1. Username: A Username to connect to MS Dynamics NAV instance.
      2. Password: A Password to connect to the hosted Navision.
      3. URL: Connection URL for Microsoft NAV. 
  4. Click on Save and Validate Connection to save and validate your NAV connector.
  5. Click Edit on the Salesforce connector to connect to your Salesforce instance.
    1. Select an End Point you wish to connect toand, under the Quick Setup tab, click on Connect to Salesforce button. This will open up a Salesforce pop up window. 
      1. Username: Input a Username of the Salesforce instance you wish to connect to.
      2. Password: Input password to connect to your Salesforce instance. 
  6. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect on the Quick Setup tab. Then, connect using credentials with which you wish to connect with.
  7. You can also use the Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties. Fill in Salesforce Username, Password & Security Token of your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary information in the Advanced Properties, click on Validate Connection again.
  8. Click on Save and Validate Connection to save and validate your Salesforce connector.

...