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To browse and work with Salesforce metadata, you must create a target for Salesforce. This target serves as your connection point. You must establish a connection to Salesforce every time you start iWay Explorer or after you disconnect from the system.
A target serves as the connection point to your Enterprise Information System (EIS) and is automatically saved after you create it. To connect to Salesforce for the first time, you must create a new target.
To create a new target:
The Add Target dialog box opens.
The Salesforce Service Adapter dialog box opens, as shown in the following image.
The following table lists and describes the Salesforce connection parameters.
Parameter |
Description |
---|---|
UserName |
User name that is associated with your Salesforce account. |
Password |
Password that is associated with your Salesforce account. You must ensure that this password does not expire. For more information, see Installing the iWay Application Adapter for Salesforce. |
Security Token |
A security token is required only if the trusted IP ranges of the machine where the Salesforce adapter is running are not recognized by the Salesforce system that you are accessing. However, it is strongly recommended that you do not use the Salesforce security token when defining a target using iWay Explorer. For more information, see Installing the iWay Application Adapter for Salesforce. |
The new target, for example, SalesforceTarget, appears in the left pane beneath the Salesforce node.
You must use a defined target to connect to an instance of Salesforce.
To connect to an existing target:
In the left pane, the SalesforceTarget node changes to reflect that a connection was made.
After you create a target for Salesforce using iWay Explorer, you can edit the information that you provided when you created the target.
Although you can maintain multiple open connections to different application systems, it is recommended that you close connections when they are not in use. You can also delete any targets that are not required.
To edit a target:
The Salesforce Service Adapter dialog box opens.
To disconnect from a target:
The SalesforceTarget node changes to reflect that the connection was terminated.
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