Setup Steps
DLH.io Setup Guide for Salesforce
Connector Pre-Requisites
Connecting to Salesforce, you need to make sure that:
- You have access to retrieve metadata from your Salesforce.com account
Instructions (Basic Connection Setup)
Remember DLH.io securely connects to your Salesforce.com instance by redirecting you to the Salesforce.com portal for you to sign in via Salesforce.com's login. DLH.io does not capture or store your password/credentials.
Using the form please complete the following basic steps:
- Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
- Enter in the 'Target Schema Prefix' field, a name that will be unique in your data cloud destination where you wish to land the data.
- Click the Authorize Your Account button which will transport you to the Salesforce.com login, where you will enter your Salesforce.com account credentials. Once your credentials are accepted you will be automatically redirected back to this DLH.io portal and you should be able to see a successful connection.