Configuring your Salesforce Account as a Data Source

In this article

Overview

Configure a new account as your data source in Fast Data Loader (FDL) by using the user credentials from your existing account in Salesforce.

Prerequisites

  • Login credentials and access to Salesforce account. Contact your administrator, if you do not have access or settings details.
    For more information on Salesforce account configuration, see Create a Connected App in Salesforce Trailblazer forum documentation for instructions.

  • Access to Salesforce Snap Pack in SnapLogic’s Intelligence Integration Platform.

Supported Versions

The Fast Data Loader is tested against Salesforce Service version 20.0 to 43.0. 

Account Settings

Parameter Name

Data Type

Description

Example 

Parameter Name

Data Type

Description

Example 

Create new connection tag

String

Required. Enter a name that will help identify your Salesforce account in FDL.

Salesforce_sales

Username

String

Required. Enter the username for the account.

johndoe@salesforce.com

Password

String

Required. Enter the password for the account.

p@$$ao81!

Login URL

String

Required. Enter your salesforce.com login URL.

https://login.salesforce.com

Security Token

String

Required. Enter the security token of your salesforce account. To create a security token, log into your Salesforce account and go to Personal Setup > My Personal Information > Reset My Security Token.

https://test.salesforce.com/services/security/token

Salesforce to Snowflake Integration might fail while loading complex data types.

Troubleshooting

You might encounter the following errors when you validate and save your integration:

Error

Reason

Resolution

Error

Reason

Resolution

Asset conflict error.

You cannot have another account in FDL with the same name. If you enter the existing account name, the Asset conflict error message is displayed.

Ensure that account name is unique. You can click Overwrite to overwrite the existing configuration with the new one, or click Cancel and enter a unique name for your account.

Failed to validate account.

You might have entered an invalid username and password.

Multiple attempts with invalid credentials may lock your account.

Ensure that you enter valid Salesforce account credentials.


Contact FDL customer support at fdl-support@snaplogic.com for further assistance.

What to do next: Select destination endpoint from the following:

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2037121200

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2037121213

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2036367733


See Also

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/1942159838

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2006486040

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2004029460

https://docs-snaplogic.atlassian.net/wiki/spaces/SD/pages/2006486058