Connecting to Salesforce

In this section:

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.


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Creating a New Target

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.



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Procedure: How to Create a New Target

To create a new target:

  1. In the left pane, expand the iWay Adapters node and select the Salesforce node.

  2. Right-click the Salesforce adapter node and select Add Target.

    The Add Target dialog box opens.

  3. In the Name field, type a descriptive name for the target, for example, SalesforceTarget.
  4. In the Description field, type a brief description for the connection (optional).
  5. Select Salesforce Service Adapter from the Type drop-down list.
  6. Click OK.

    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.

  7. Enter a valid user name and password that is configured to connect to an available Salesforce system.
  8. Click OK.

    The new target, for example, SalesforceTarget, appears in the left pane beneath the Salesforce node.



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Connecting to a Target

You must use a defined target to connect to an instance of Salesforce.



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Procedure: How to Connect to a Target

To connect to an existing target:

  1. In the left pane, expand the Salesforce node and select the target you defined, for example, SalesforceTarget.
  2. In the right pane, enter the password for Salesforce.
  3. Right-click the target.
  4. Select Connect.

    In the left pane, the SalesforceTarget node changes to reflect that a connection was made.

  5. Expand the target node to reveal the business objects for Salesforce.

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Modifying, Closing, or Removing a Target

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.



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Procedure: How to Edit a Target

To edit a target:

  1. In the left pane, right-click the target, for example, SalesforceTarget.
  2. Select Edit.

    The Salesforce Service Adapter dialog box opens.

  3. Modify the connection information and click OK.


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Procedure: How to Disconnect From a Target

To disconnect from a target:

  1. In the left pane, right-click the target to which you are connected, for example, SalesforceTarget.
  2. Select Disconnect.

    The SalesforceTarget node changes to reflect that the connection was terminated.



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Procedure: How to Delete a Target

To delete a target:

  1. In the left pane, right-click the target to which you are connected, for example, SalesforceTarget.
  2. Select Delete.

    The SalesforceTarget node is removed from the left pane.


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