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 

• You can configure the advanced settings to include:
  1. Incremental update time offset 
      To retrieve the latest data from Salesforce use this setting. The timeframe that is specified in this field will work as an offset to the actual SystemModStamp/LastModifiedDate/CreatedDate timestamp. Select a desired time field from the drop-drop option: seconds, minutes or hours. The latest delta changes are displayed using one of these three time fields. Also specify the number of incremental offset limits. 
     Note: The maximum incremental offset limit is 23hours.
  2. Salesforce API Calls Usage Limit
     Use this field to set the limit on the number of API calls allowed during replication
  3. Salesforce object type 
     Select the object type as 'Replicatable' or Non-Replicatable' . These are Salesforce objects that have bi-directional sync and support both clean copy and incremental replication

• 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.