Connecting to your Salesforce Account using an Eightwire datastore enables you to read and write data to standard or custom objects.
The Datastore can be used after you setup access using the Salesforce Platform Tools.
Once the Datastore is connected it can be shared with another Eightwire Account or used in a process for data transfer.
Salesforce Account Access
In order to connect Eightwire must be created as a connected app using the Salesforce Platform Tools.
Connected App Name ______________
API Name ______________
Contact Email ___________
Check to ‘Enable OAuthSettings’
Enter Callback URL
https://login.salesforce.com/services/oauth2/callback
Add Full Access to Selected OAuth Scopes
Check ‘Require Secret for Web Server Flow’
Create a Datastore
From the Datastore Page click +New
Name your Datastore and select ‘In the cloud’ and ‘Salesforce’
Connection
UserName — User that has access to your Salesforce Account
Password — User Password+SecurityToken
SecretKey — Consumer Secret for the API
AccessKey — Consumer Key for the API
Option — Choose Source or Destination
Region Lock — Select a processing Region (recommended)
Click CREATE
Test and Scan the Datastore
Process Types
The following process types are supported;
Source Datastore
- Read from a Custom Object
- Read from a Standard Object
Destination Datastore
- Overwrite to an Standard or Custom Object
- Append to a Standard or Custom Object
- Merge New and Changed to a Custom Object