2022

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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.

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