Salesforce

Prerequisites

• A Salesforce Account with Enterprise access or an API quota purchased
• (Optional, Recommended) A dedicated Salesforce user
• Salesforce OAuth credentials

Obtain Salesforce OAuth Credentials

• Client ID
• Client Secret
• Refresh Token

Steps to Configure Salesforce Source

1. From the list of available sources, select Salesforce.
2. Provide a Source name that will help you identify this particular source.
3. To authenticate, enter the Client ID, Client Secret, and Refresh Token.
4. Indicate whether your Salesforce account is a Sandbox or Production environment.
5. (Optional) For the Start Date, use the date picker or manually input the date in either YYYY-MM-DD or YYYY-MM-DDTHH:MM:SSZ format. Data added on or after this date will be replicated. If left blank, xGen will replicate data from the last two years by default. Note that all timestamps are in UTC.
6. (Optional) Under the Filter Salesforce Object section, you can choose to replicate specific data by selecting filters. Click Add, choose the relevant criteria from the Search criteria dropdown, and provide the search value. Multiple filters can be added. If no filters are set, xGen will replicate all data.
7. Click Set up source and wait for the tests to complete.